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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
4051	CCM Colorado Capital Management Boulder, Colorado	$499K	+$9.84K	1	0.36%	Increased
4052	Advent Capital Management New York	$495K	+$441K	1	0.01%	New
4053	WCM Washburn Capital Management Vero Beach, Florida	$494K	+$460K	1	0.45%	New
4054	ACP Aveo Capital Partners Englewood, Colorado	$493K	+$2.06K	1	0.2%	Increased
4055	AWW Alan W. Weber	$491K	$0	1	0.2%	Maintained
4056	GPA Guidance Point Advisors Wellesley, Massachusetts	$487K	+$147	1	0.24%	Increased
4057	WCM Wealthcare Capital Management Richmond, Virginia	$486K	+$205K	37	0.06%	Increased
4058	KFA Kays Financial Advisory Atlanta, Georgia	$485K	-$363K	2	0.09%	Reduced
4059	AI ArchPoint Investors Coral Gables, Florida	$480K	+$350K	3	0.15%	Increased
4060	W WealthStone Columbus, Ohio	$480K	-$333K	1	0.28%	Reduced
4061	OWM Opes Wealth Management Menlo Park, California	$477K	+$2.94K	1	0.29%	Increased
4062	DFAM Deep Field Asset Management Beverly Hills, California	$476K	-$713K	1	0.2%	Reduced
4063	CWC Carolinas Wealth Consulting Charlotte, North Carolina	$469K	+$440K	1	0.49%	New
4064	RRC Relaxing Retirement Coach Wellesley, Massachusetts	$467K	+$201K	2	0.14%	Increased
4065	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$465K	-$39.7K	24	0.41%	Reduced
4066	TFA Tobias Financial Advisors Plantation, Florida	$464K	+$442K	8	0.3%	New
4067	BC Barnett & Company Chattanooga, Tennessee	$461K	+$265K	13	0.28%	Increased
4068	PI Pachira Investments Dana Point, California	$460K	-$41.3K	1	0.39%	Reduced
4069	WP Wedgewood Partners St Louis, Missouri	$459K	-$63.3K	1	0.05%	Reduced
4070	Capital Markets Trading (UK) London, United Kingdom	$456K	-$87.8K	1	0.02%	Reduced
4071	DI Disciplined Investments Tulsa, Oklahoma	$456K	+$444K	14	0.38%	New
4072	TPW TL Private Wealth Southlake, Texas	$453K	+$353K	1	0.39%	New
4073	HWA Heartwood Wealth Advisors Richmond, Virginia	$452K	+$446K	2	0.09%	New
4074	SL Signition LP New York	$448K	-$1.41M	2	2.24%	Reduced
4075	PG Prostatis Group Hanover, Maryland	$448K	+$417K	1	0.4%	New