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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
3951	NAH Neumann Advisory (HK) Central, Hong Kong	$779K	$0	1	0.39%	Maintained
3952	WLIM White Lighthouse Investment Management Bedford, Massachusetts	$777K	-$458K	1	0.29%	Reduced
3953	GWAG Garrett Wealth Advisory Group Weatherford, Texas	$776K	-$208K	3	0.57%	Reduced
3954	PDM Penn Davis McFarland Dallas, Texas	$774K	+$279K	2	0.23%	Increased
3955	SA SL Advisors Westfield, New Jersey	$774K	-$5.96K	1	1.91%	Reduced
3956	GA Gateway Advisory Westfield, New Jersey	$763K	+$219K	3	0.19%	Increased
3957	JCM Jacobsen Capital Management Salt Lake City, Utah	$758K	+$13.4K	1	0.76%	Increased
3958	NEPPG New England Professional Planning Group Westerly, Rhode Island	$756K	+$704K	1	0.6%	New
3959	ARG Advisory Resource Group Tulsa, Oklahoma	$753K	-$588	1	0.42%	Reduced
3960	CWA Capital Wealth Alliance Scottsdale, Arizona	$752K	+$657K	12	0.63%	New
3961	ER Enlightenment Research Miami, Florida	$750K	-$1.33M	2	3.51%	Reduced
3962	CTC Chai Trust Company Chicago, Illinois	$740K	+$716K	1	0.06%	New
3963	CAM Crestone Asset Management Boulder, Colorado	$736K	+$179K	2	0.25%	Increased
3964	EP EPIQ Partners Minneapolis, Minnesota	$730K	+$672K	2	0.74%	New
3965	CFIA Cantor Fitzgerald Investment Advisors New York	$727K	+$220K	3	0.11%	Increased
3966	PWM Provident Wealth Management Brentwood, Tennessee	$726K	+$713K	2	0.65%	New
3967	GI Glovista Investments Jersey City, New Jersey	$725K	+$73.5K	1	0.24%	Increased
3968	MWM Moulton Wealth Management Spokane, Washington	$725K	+$671K	1	0.6%	New
3969	TWM Trinity Wealth Management Berwyn, Pennsylvania	$722K	+$700K	2	0.73%	New
3970	VBFP Valtinson Bruner Financial Planning New Brighton, Minnesota	$721K	-$52.2K	1	0.52%	Reduced
3971	TVAMP Tennessee Valley Asset Management Partners Knoxville, Tennessee	$706K	+$18.1K	1	0.45%	Increased
3972	DSA Droms Strauss Advisors St. Louis, Missouri	$699K	+$204K	1	0.52%	Increased
3973	FPGK Financial Partners Group (Kansas) Overland Park, Kansas	$697K	+$17K	1	0.27%	Increased
3974	NFGCM Norman Fields Gottscho Capital Management New York	$694K	+$199K	2	0.34%	Increased
3975	JPLA Joseph P. Lucia & Associates Yorktown Heights, New York	$693K	-$18.8K	6	0.63%	Reduced