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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	CFO CVA Family Office Denver, Colorado	$688K	+$641K	1	0.63%	New
3977	PWA Peterson Wealth Advisors Orem, Utah	$687K	$0	1	0.39%	Maintained
3978	DCM Dean Capital Management Overland Park, Kansas	$685K	-$807K	1	0.65%	Reduced
3979	PW Price Wealth Austin, Texas	$682K	+$13.8K	10	0.21%	Increased
3980	EL Envoi LLC Chanhassen, Minnesota	$679K	+$632K	1	1.35%	New
3981	FWSM First Wilshire Securities Management Pasadena, California	$676K	$0	1	0.25%	Maintained
3982	WFA Wade Financial Advisory Campbell, California	$673K	+$652K	3	0.59%	New
3983	LWPC Legacy Wealth Partners (California) Calabasas, California	$672K	+$556K	2	0.49%	New
3984	EE EWG Elevate Roseville, California	$662K	+$617K	1	0.36%	New
3985	FFG Ford Financial Group Fresno, California	$660K	+$3.82K	1	0.38%	Increased
3986	NWM Northwest Wealth Management Spencer, Iowa	$658K	-$367K	1	0.6%	Reduced
3987	CP Corbenic Partners Bethlehem, Pennsylvania	$651K	+$607K	9	0.47%	New
3988	SCA SMH Capital Advisors Fort Worth, Texas	$649K	+$2.86K	1	1.29%	Increased
3989	OKSA O'Keefe Stevens Advisory Rochester, New York	$646K	-$1.26K	1	0.49%	Reduced
3990	NVIM New Vernon Investment Management Highland Park, Illinois	$637K	$0	1	1.35%	Maintained
3991	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$637K	+$194K	5	0.36%	Increased
3992	CBOR Community Bank of Raymore Raymore, Missouri	$634K	+$1.47K	1	0.21%	Increased
3993	DSN D. Scott Neal Lexington, Kentucky	$632K	+$58K	2	0.31%	Increased
3994	OFS Oldfather Financial Services Kearney, Nebraska	$631K	+$575K	2	0.59%	New
3995	WCM Windham Capital Management Boston, Massachusetts	$631K	$0	1	0.14%	Maintained
3996	AWMG Alliance Wealth Management Group Flemington, New Jersey	$630K	-$95.1K	1	0.28%	Reduced
3997	NEWAS N.E.W. Advisory Services De Pere, Wisconsin	$626K	+$583K	1	0.2%	New
3998	GSIS Global Strategic Investment Solutions Scottsdale, Arizona	$621K	$0	1	0.22%	Maintained
3999	SCP Silverleafe Capital Partners Germantown, Tennessee	$621K	+$147	1	0.35%	Increased
4000	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$618K	-$178K	7	0.17%	Reduced