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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
4176	GM GeoWealth Management Chicago, Illinois	$220K	-$2.74M	1	0.12%	Reduced
4177	CM Capital Management Glen Allen, Virginia	$218K	$0	1	0.06%	Maintained
4178	FFW Fusion Family Wealth Woodbury, New York	$218K	$0	2	0.05%	Maintained
4179	LAS Lloyd Advisory Services Suwanee, Georgia	$216K	+$206K	6	0.2%	New
4180	WA Wealthstar Advisors Plano, Texas	$215K	-$20.9K	1	0.13%	Reduced
4181	CA CXI Advisors Auburn, Indiana	$214K	+$202K	12	0.48%	New
4182	SFA Spectrum Financial Alliance Nicholasville, Kentucky	$214K	+$199K	1	0.12%	New
4183	BF Blankinship & Foster Solana Beach, California	$213K	+$198K	1	0.12%	New
4184	CFS Cannon Financial Strategists Athens, Georgia	$212K	+$198K	1	0.14%	New
4185	RCIM Red Cedar Investment Management Grand Rapids, Michigan	$212K	+$198K	1	0.06%	New
4186	FRM Foundation Resource Management Little Rock, Arkansas	$210K	$0	1	0.05%	Maintained
4187	LPWM Lake Point Wealth Management Rockwall, Texas	$206K	+$198K	15	0.07%	New
4188	MWA Martel Wealth Advisors Vancouver, Washington	$205K	+$199K	1	0.07%	New
4189	SSWG Seven Springs Wealth Group Brentwood, Tennessee	$201K	+$198K	5	0.14%	New
4190	TB Terril Brothers St. Louis, Missouri	$201K	-$58.4K	1	0.07%	Reduced
4191	SAS Stelac Advisory Services New York	$181K	-$1.14M	1	0.13%	Reduced
4192	SM Sabby Management Miami Beach, Florida	$169K	$0	1	0.05%	Maintained
4193	LGWM Litman Gregory Wealth Management Larkspur, California	$151K	+$561	3	0.03%	Increased
4194	AWM Avondale Wealth Management West Lake Hills, Texas	$134K	-$23.5K	5	0.2%	Reduced
4195	CWAF Core Wealth Advisors (Florida) Lakeland, Florida	$126K	+$122K	5	0.07%	New
4196	BI Bulldog Investors Saddle Brook, New Jersey	$125K	$0	1	0.05%	Maintained
4197	FA Financial Advantage Columbia, Maryland	$116K	-$124K	2	0.08%	Reduced
4198	CIR Clear Investment Research Alpharetta, Georgia	$115K	+$56.6K	5	0.24%	Increased
4199	JWBC John W. Brooker & Co Oakland, California	$112K	+$106K	4	0.07%	New
4200	MG MilWealth Group Milwaukee, Wisconsin	$109K	$0	2	0.09%	Maintained