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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
4026	MIM Macroview Investment Management Bethesda, Maryland	$543K	+$17.3K	10	1.13%	Increased
4027	FSG Financial Strategies Group Okemos, Michigan	$542K	+$505K	1	0.44%	New
4028	CIA Compass Ion Advisors Conshohocken, Pennsylvania	$540K	+$503K	1	0.28%	New
4029	EWF Epstein & White Financial San Diego, California	$540K	-$301K	1	0.24%	Reduced
4030	PWP Personal Wealth Partners Bloomington, Minnesota	$540K	-$17.2K	25	0.23%	Reduced
4031	IWA Inspirion Wealth Advisors Libertyville, Illinois	$539K	$0	2	0.18%	Maintained
4032	RPG Resource Planning Group Atlanta, Georgia	$539K	$0	1	0.31%	Maintained
4033	BSG Black Swift Group Boulder, Colorado	$537K	-$4.25M	2	0.81%	Reduced
4034	SWAG Spectrum Wealth Advisory Group Granite Bay, California	$535K	+$523	2	0.96%	Increased
4035	ACM Ategra Capital Management Vienna, Virginia	$534K	$0	1	0.45%	Maintained
4036	AH Allen Holding New York	$527K	$0	1	0.08%	Maintained
4037	SWM Shakespeare Wealth Management Pewaukee, Wisconsin	$527K	-$160K	2	0.29%	Reduced
4038	PFA Plotkin Financial Advisors Chevy Chase, Maryland	$526K	+$521K	2	0.49%	New
4039	G GenTrust Miami, Florida	$522K	+$51.6K	1	0.08%	Increased
4040	HCA Hyperion Capital Advisors New York	$521K	+$500K	2	0.28%	New
4041	MWC MKD Wealth Coaches Troy, Michigan	$520K	$0	1	0.44%	Maintained
4042	CF Corrigan Financial Middletown, Rhode Island	$518K	+$62K	1	0.36%	Increased
4043	SCM SKBA Capital Management San Francisco, California	$513K	-$7.34K	1	0.08%	Reduced
4044	GPWA Great Point Wealth Advisors Boston, Massachusetts	$512K	+$477K	1	0.32%	New
4045	PS Portfolio Strategies Monsey, New York	$507K	-$73.7K	1	0.23%	Reduced
4046	Empyrean Capital Partners Los Angeles, California	$505K	+$499K	1	0.03%	New
4047	GWM GSB Wealth Management Guilford, Connecticut	$505K	+$204K	2	2.08%	Increased
4048	CAG Curtis Advisory Group Santa Barbara, California	$503K	+$468K	1	0.29%	New
4049	JFM Jackson Financial Management Costa Mesa, California	$502K	+$396K	2	0.26%	New
4050	World Investment Advisors Santa Barbara, California	$502K	-$282K	1	0.2%	Reduced