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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
4201	PWS Paragon Wealth Strategies Jacksonville, Florida	$280K	+$2.54K	1	0.16%	Increased
4202	TPC Tiger Pacific Capital New York	$279K	+$298K	1	0.07%	New
4203	TC Tatro Capital Lexington, Kentucky	$278K	-$48.8K	1	0.4%	Reduced
4204	SV Sapphire Ventures Austin, Texas	$276K	-$33.5M	1	0.42%	Reduced
4205	SFA Spectrum Financial Alliance Nicholasville, Kentucky	$276K	+$545	1	0.21%	Increased
4206	BF Blankinship & Foster Solana Beach, California	$275K	$0	1	0.14%	Maintained
4207	AFS Aft Forsyth & Sober Valrico, Florida	$274K	+$247K	4	1.94%	New
4208	IWP IAG Wealth Partners Waukesha, Wisconsin	$273K	-$10.7K	12	0.13%	Reduced
4209	TPW Tiller Private Wealth Bethlehem, Pennsylvania	$271K	+$11.1K	1	0.55%	Increased
4210	MWC MKD Wealth Coaches Troy, Michigan	$269K	+$240K	1	0.34%	New
4211	MCIA Mountain Capital Investment Advisors Westminster, Colorado	$269K	+$235K	1	0.12%	New
4212	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$268K	+$239K	1	0.12%	New
4213	WCM Wealthcare Capital Management Richmond, Virginia	$268K	-$63.4K	1	0.03%	Reduced
4214	WCM Wallace Capital Management Dallas, Texas	$267K	$0	1	0.05%	Maintained
4215	CFS Cannon Financial Strategists Athens, Georgia	$266K	+$237K	1	0.16%	New
4216	EPP ETF Portfolio Partners Leawood, Kansas	$261K	+$214K	1	0.14%	New
4217	KAM Kirkoswald Asset Management New York	$255K	+$239K	1	100%	New
4218	AWM Altus Wealth Management Ft Mitchell, Kentucky	$254K	-$3.63K	1	0.28%	Reduced
4219	HCIA Hochman Cole Investment Advisors Deerfield, Illinois	$251K	-$7.81K	1	0.14%	Reduced
4220	FM Fondren Management Houston, Texas	$249K	-$2.6M	1	0.96%	Reduced
4221	MWP Moller Wealth Partners	$247K	+$220K	1	0.11%	New
4222	FFW Fusion Family Wealth Woodbury, New York	$245K	$0	2	0.06%	Maintained
4223	T TrueFG Cedar Park, Texas	$244K	+$218K	1	0.18%	New
4224	CIG Cairn Investment Group Vancouver, Washington	$243K	+$217K	1	0.3%	New
4225	WFPG Waller Financial Planning Group Columbus, Ohio	$240K	-$47.2K	1	0.09%	Reduced