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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
3776	AWC Abundance Wealth Counselors State College, Pennsylvania	$277K	+$825	1	0.08%	Increased
3777	WCP Welch Capital Partners Harrison, New York	$277K	$0	1	0.09%	Maintained
3778	BDF Black Diamond Financial Towson, Maryland	$274K	$0	1	0.2%	Maintained
3779	GWM GSB Wealth Management Guilford, Connecticut	$271K	$0	1	1.32%	Maintained
3780	LK Lumbard & Kellner Hollis, New Hampshire	$271K	$0	1	0.15%	Maintained
3781	RRC Relaxing Retirement Coach Wellesley, Massachusetts	$271K	$0	1	0.08%	Maintained
3782	CWM Capital Wealth Management W. Warwick, Rhode Island	$269K	-$24.3K	1	0.29%	Reduced
3783	V ValueWorks New York	$268K	+$265K	1	0.18%	New
3784	Alphabet Inc Mountain View, California	$263K	-$20.4M	1	0.01%	Reduced
3785	BRF B. Riley Financial Los Angeles, California	$255K	+$287K	1	0.09%	New
3786	PD Planning Directions Glen Mills, Pennsylvania	$254K	-$81.7K	1	0.24%	Reduced
3787	WCM Wealthcare Capital Management Richmond, Virginia	$252K	+$678	8	0.03%	Increased
3788	KBFS Kohmann Bosshard Financial Services Fairlawn, Ohio	$250K	-$281K	1	0.1%	Reduced
3789	JWM JFG Wealth Management Denver, Colorado	$248K	$0	1	0.22%	Maintained
3790	TW Towerpoint Wealth Sacramento, California	$248K	$0	1	0.17%	Maintained
3791	BMM Berkshire Money Management Dalton, Massachusetts	$245K	+$13.8K	1	0.05%	Increased
3792	GWA Guidant Wealth Advisors Palatine, Illinois	$241K	$0	3	0.09%	Maintained
3793	CFC Coyle Financial Counsel Glenview, Illinois	$237K	+$230K	1	0.24%	New
3794	Peconic Partners New York	$236K	-$2.68M	1	0.05%	Reduced
3795	BA Ballew Advisors Jackson, Mississippi	$234K	-$6.88K	1	0.21%	Reduced
3796	FFW Fusion Family Wealth Woodbury, New York	$230K	-$263K	2	0.06%	Reduced
3797	Reinhart Partners Mequon, Wisconsin	$230K	-$6.88K	1	0.02%	Reduced
3798	FRM Foundation Resource Management Little Rock, Arkansas	$228K	-$17.7K	1	0.05%	Reduced
3799	CM Capital Management Glen Allen, Virginia	$227K	-$3.54K	1	0.06%	Reduced
3800	FA Financial Advantage Columbia, Maryland	$225K	+$123K	4	0.15%	Increased