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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	LI LVZ Inc Holland, Michigan	$345K	+$726	1	0.08%	Increased
4177	BC Barnett & Company Chattanooga, Tennessee	$341K	-$201K	4	0.28%	Reduced
4178	NI NFC Investments Memphis, Tennessee	$338K	+$18.2K	1	0.13%	Increased
4179	AlphaCore Capital La Jolla, California	$333K	-$356K	1	0.33%	Reduced
4180	MSWMA Market Street Wealth Management Advisors Indianapolis, Indiana	$332K	$0	1	0.3%	Maintained
4181	KAH Kathryn A. Hall	$331K	$0	1	0.19%	Maintained
4182	DWA Divergent Wealth Advisors South Jordan, Utah	$322K	$0	1	0.09%	Maintained
4183	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$320K	+$54.1K	3	0.17%	Increased
4184	CM Cornerstone Management Duluth, Georgia	$311K	$0	1	0.11%	Maintained
4185	SL Salomon & Ludwin Richmond, Virginia	$310K	-$119K	1	0.07%	Reduced
4186	CCA Conservest Capital Advisors Wynnewood, Pennsylvania	$308K	-$16.5K	1	0.04%	Reduced
4187	HWA Hilltop Wealth Advisors Chapel Hill, North Carolina	$308K	$0	1	0.34%	Maintained
4188	BA Ballew Advisors Jackson, Mississippi	$307K	+$21.2K	1	0.3%	Increased
4189	BIP Blueprint Investment Partners Greensboro, North Carolina	$305K	+$272K	1	0.19%	New
4190	C1AG Client 1st Advisory Group Dunedin, Florida	$302K	+$269K	1	0.25%	New
4191	FWCM First Western Capital Management Los Angeles, California	$301K	-$75.7K	1	6.79%	Reduced
4192	FSWA Financial Synergies Wealth Advisors Houston, Texas	$300K	-$20K	1	0.1%	Reduced
4193	LAS Lloyd Advisory Services Suwanee, Georgia	$293K	+$158K	8	0.18%	Increased
4194	TC TradeLink Capital Chicago, Illinois	$290K	+$292K	1	1.2%	New
4195	NCP NexWave Capital Partners New York	$289K	+$199K	1	0.45%	New
4196	RWA RGT Wealth Advisors Dallas, Texas	$288K	+$15.3K	1	0.08%	Increased
4197	SG Strid Group Newtown Square, Pennsylvania	$288K	-$4.54K	1	0.1%	Reduced
4198	JMG Financial Group Downers Grove, Illinois	$287K	-$330K	1	0.03%	Reduced
4199	TWP Total Wealth Planning Cincinnati, Ohio	$287K	+$182	1	0.16%	Increased
4200	BWI Beacon Wealthcare Inc Raleigh, North Carolina	$281K	-$15.8K	1	0.18%	Reduced