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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
3976	USB Union Savings Bank Litchfield, Connecticut	$11M	-$144K	12	4.4%	Reduced
3977	PCM Pavaki Capital Management Pueblo, Colorado	$11M	+$14.2M	2	3.82%	New
3978	CW CrossGen Wealth Greenville, North Carolina	$11M	-$396K	11	8.51%	Reduced
3979	HA Helium Advisors Everett, Washington	$10.9M	+$72.2K	4	9.1%	Increased
3980	SC Stolper & Co Tulsa, Oklahoma	$10.9M	-$4.59M	2	2.83%	Reduced
3981	BWM Bullock Wealth Management Bloomington, Indiana	$10.9M	-$372K	27	4.75%	Reduced
3982	KI Kapitalo Investimentos Sao Paulo, Brazil	$10.9M	-$17.6M	1	0.69%	Reduced
3983	BWM Baron Wealth Management Troy, Michigan	$10.9M	+$696K	15	2.83%	Increased
3984	WFS Widmann Financial Services Bowie, Maryland	$10.9M	+$476K	4	5.86%	Increased
3985	BFA Brown Financial Advisors Milford, Ohio	$10.9M	-$785K	5	3.81%	Reduced
3986	FFG Frisch Financial Group Melville, New York	$10.9M	-$740K	5	1.87%	Reduced
3987	SHA Seneca House Advisors Richmond, Virginia	$10.9M	-$1.89M	3	3.85%	Reduced
3988	JDLA J. Derek Lewis & Associates Newport Beach, California	$10.9M	-$665K	4	2.06%	Reduced
3989	MMCM Murphy & Mullick Capital Management Smithtown, New York	$10.9M	-$902K	27	6.75%	Reduced
3990	WA Waystone Advisors Redmond, Washington	$10.9M	+$59.6K	2	8.11%	Increased
3991	RA Capital Management Boston, Massachusetts	$10.9M	$0	1	0.09%	Maintained
3992	TCM Tradewinds Capital Management Bellingham, Washington	$10.9M	+$567K	23	1.93%	Increased
3993	PWP Phillips Wealth Planners Starkville, Mississippi	$10.9M	+$240K	14	7.99%	Increased
3994	IWA Invera Wealth Advisors Bend, Oregon	$10.9M	+$750K	5	5.82%	Increased
3995	MA McBroom & Associates Las Vegas, Nevada	$10.8M	-$392K	2	5.45%	Reduced
3996	OFS Orrstown Financial Services Harrisburg, Pennsylvania	$10.8M	-$700K	6	1.61%	Reduced
3997	WI WBI Investments Red Bank, New Jersey	$10.8M	-$3.48M	10	2.69%	Reduced
3998	CC Carlson Capital Dallas, Texas	$10.8M	+$8.56M	2	2.19%	Increased
3999	CCM Collar Capital Management Appleton, Wisconsin	$10.8M	+$1.35M	5	6.38%	Increased
4000	GWS Greykasell Wealth Strategies Danville, California	$10.8M	-$872K	21	3.93%	Reduced