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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
3801	BWM Brickley Wealth Management San Mateo, California	$203K	+$188K	1	0.09%	New
3802	DM Delphi Management Brookline, Massachusetts	$202K	-$1.47M	1	0.19%	Reduced
3803	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$200K	-$2.17K	5	0.09%	Reduced
3804	AWM Avondale Wealth Management West Lake Hills, Texas	$185K	+$33.7K	8	0.14%	Increased
3805	TK TIAA Kaspick Boston, Massachusetts	$176K	+$173K	1	0.06%	New
3806	WCM Wealthcare Capital Management Richmond, Virginia	$169K	+$746	6	0.02%	Increased
3807	BC Barnett & Company Chattanooga, Tennessee	$156K	-$56.4K	2	0.09%	Reduced
3808	JPLA Joseph P. Lucia & Associates Yorktown Heights, New York	$151K	+$140K	3	0.26%	New
3809	AIA Arcadia Investment Advisors Eagle, Idaho	$144K	-$32.4K	1	0.11%	Reduced
3810	IOOF Independent Order of Foresters Toronto, Ontario, Canada	$136K	-$56.7K	1	0.13%	Reduced
3811	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$124K	-$145K	6	0.16%	Reduced
3812	CI CAZ Investments Houston, Texas	$123K	-$664K	3	0.48%	Reduced
3813	FA Financial Advantage Columbia, Maryland	$120K	+$23.1K	2	0.09%	Increased
3814	CFS Cannon Financial Strategists Athens, Georgia	$117K	+$458K	1	0.11%	New
3815	CRWM Castle Rock Wealth Management Walnut Creek, California	$112K	+$1.4M	1	4.8%	New
3816	VEA Virtus ETF Advisers New York	$106K	-$205K	4	0.23%	Reduced
3817	WA Wilshire Advisors Santa Monica, California	$105K	+$88.7K	1	0.1%	New
3818	MG MilWealth Group Milwaukee, Wisconsin	$102K	-$39.8K	2	0.09%	Reduced
3819	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$102K	$0	1	0%	Maintained
3820	IFA Interactive Financial Advisors New Lenox, Illinois	$93K	$0	2	0.04%	Maintained
3821	IAS INR Advisory Services Media, Pennsylvania	$91K	$0	3	0.01%	Maintained
3822	TCA Teewinot Capital Advisers New York	$90K	$0	1	0.03%	Maintained
3823	CIR Clear Investment Research Alpharetta, Georgia	$75K	$0	17	0.12%	Maintained
3824	OHS Odey Holdings (Switzerland) Zurich, Switzerland, Switzerland	$71K	-$18.5K	1	0.89%	Reduced
3825	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$59K	-$1.3M	3	0.04%	Reduced