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SaaS & Enterprise Software

Software as a service sells business applications by subscription, trading a large upfront licence for predictable recurring revenue. Keeping and growing existing customers matters more to the investment case than winning new ones.

266 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
3576	MWM MorganRosel Wealth Management Highlands Ranch, Colorado	$885K	-$26.9K	1	0.73%	Reduced
3577	Orgel Wealth Management Altoona, Wisconsin	$870K	+$9.39K	1	0.34%	Increased
3578	NWA New World Advisors Hingham, Massachusetts	$869K	-$109K	1	0.63%	Reduced
3579	BMCM Bryn Mawr Capital Management Philadelphia, Pennsylvania	$866K	+$217K	1	0.73%	Increased
3580	KLC Knowledge Leaders Capital Denver, Colorado	$855K	+$332	1	3.77%	Increased
3581	MCMT Moon Capital Management (Tennessee) Knoxville, Tennessee	$850K	-$16.5K	2	0.92%	Reduced
3582	SA SL Advisors Westfield, New Jersey	$844K	+$2.44K	1	1.46%	Increased
3583	PBCM Point Break Capital Management Miami, Florida	$843K	-$1.83M	2	0.2%	Reduced
3584	BFG Barber Financial Group Lenexa, Kansas	$840K	+$307K	2	0.2%	Increased
3585	KFA Kays Financial Advisory Atlanta, Georgia	$836K	-$12.3K	2	0.15%	Reduced
3586	SNN Shen Neil Nanpeng	$821K	+$783K	1	1.15%	New
3587	SIM Sadoff Investment Management Milwaukee, Wisconsin	$820K	+$5.71K	2	0.07%	Increased
3588	PFA Paradigm Financial Advisors Des Peres, Missouri	$816K	-$67.7K	1	0.3%	Reduced
3589	IWA Inspirion Wealth Advisors Libertyville, Illinois	$812K	+$291K	3	0.35%	Increased
3590	LWA Lowe Wealth Advisors Columbia, Maryland	$811K	+$24.4K	12	0.49%	Increased
3591	CCA Clearwater Capital Advisors Hoffman Estates, Illinois	$810K	-$71.7K	1	0.15%	Reduced
3592	IVAV Index Venture Associates V St. Helier, Channel Islands, Jersey	$810K	$0	1	0.14%	Maintained
3593	CCM Crabel Capital Management Los Angeles, California	$807K	+$217K	2	0.45%	Increased
3594	SFWC Strategic Family Wealth Counselors Fairfield, New Jersey	$799K	$0	2	0.62%	Maintained
3595	VFP Verus Financial Partners Richmond, Virginia	$798K	+$3.83K	2	0.27%	Increased
3596	JPG Jordan Park Group San Francisco, California	$794K	+$752K	1	0.07%	New
3597	YRHAM Yong Rong (HK) Asset Management Sheung Wan, Hong Kong	$791K	+$736K	1	1.14%	New
3598	PTC Provident Trust Company Waukesha, Wisconsin	$785K	+$109K	1	0.03%	Increased
3599	NWM Northwest Wealth Management Spencer, Iowa	$782K	-$174K	2	0.63%	Reduced
3600	PCFFS Pacific Center for Financial Services San Ramon, California	$780K	+$5.03K	13	0.4%	Increased