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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
3751	PWS Proactive Wealth Strategies Marietta, Georgia	$12.8M	+$1.19M	4	2.05%	Increased
3752	CWA Consilium Wealth Advisory Richardson, Texas	$12.8M	-$421K	4	3.79%	Reduced
3753	BAM Beaumont Asset Management Beaumont, Texas	$12.8M	+$253K	5	4.96%	Increased
3754	FNWM Financial Network Wealth Management Draper, Utah	$12.8M	-$25.2K	4	3.62%	Reduced
3755	NLA Northern Lights Advisors Seattle, Washington	$12.7M	+$3.12M	3	6.94%	Increased
3756	SCG Sonata Capital Group Seattle, Washington	$12.7M	-$159K	4	4.11%	Reduced
3757	GAA Green Alpha Advisors Niwot, Colorado	$12.7M	+$120K	12	8.54%	Increased
3758	BA Ballast Advisors Woodbury, Minnesota	$12.7M	-$518K	7	3.03%	Reduced
3759	DWA Dorsey Wright & Associates Pasadena, California	$12.7M	-$8.4M	2	2.15%	Reduced
3760	VR Vision Retirement Ridgewood, New Jersey	$12.7M	-$834K	16	3.07%	Reduced
3761	GHAM Gilman Hill Asset Management New Canaan, Connecticut	$12.7M	-$137K	5	1.74%	Reduced
3762	JGCM Joseph Group Capital Management Columbus, Ohio	$12.7M	-$136K	19	2.66%	Reduced
3763	Balentine LLC Atlanta, Georgia	$12.7M	+$3.13M	7	0.45%	Increased
3764	MWP Madison Wealth Partners Madison, Wisconsin	$12.7M	+$3.41M	4	1.61%	Increased
3765	EWA Eagle Wealth Advisors Westport, Connecticut	$12.6M	-$1.18M	7	9.64%	Reduced
3766	MUAMU Mitsubishi UFJ Asset Management (UK) London, United Kingdom	$12.6M	-$493K	4	5.87%	Reduced
3767	CA CWC Advisors Lake Oswego, Oregon	$12.6M	-$505K	5	5.6%	Reduced
3768	RFWA RPg Family Wealth Advisory Burlington, Massachusetts	$12.6M	+$4.55M	1	2.1%	Increased
3769	EAM Empirical Asset Management Wellesley, Massachusetts	$12.6M	-$710K	17	2.84%	Reduced
3770	AWG Altus Wealth Group Colorado Springs, Colorado	$12.6M	+$311K	5	4.55%	Increased
3771	WCM Wisconsin Capital Management Madison, Wisconsin	$12.6M	+$350K	4	5.97%	Increased
3772	BOCM Bontempo Ohly Capital Management Bethesda, Maryland	$12.6M	+$35K	4	5.36%	Increased
3773	FPB First PREMIER Bank Sioux Falls, South Dakota	$12.6M	-$180K	12	2.03%	Reduced
3774	FCM Fire Capital Management San Francisco, California	$12.6M	+$816K	4	5.12%	Increased
3775	MEG Millstone Evans Group Boulder, Colorado	$12.6M	-$473K	27	6.8%	Reduced