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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
4351	TI TTP Investments San Jose, California	$8.59M	+$348K	2	3.48%	Increased
4352	MWM Manske Wealth Management Houston, Texas	$8.56M	+$559K	5	2.13%	Increased
4353	EWA Etesian Wealth Advisors West Linn, Oregon	$8.55M	-$198K	6	2.53%	Reduced
4354	RP RIHO Partners Tucson, Arizona	$8.55M	-$530K	1	4.81%	Reduced
4355	HWMC Heritage Wealth Management (California) San Diego, California	$8.54M	+$202K	4	3.25%	Increased
4356	FPTW Franklin, Parlapiano, Turner & Welch Houston, Texas	$8.53M	-$8.5K	1	1.93%	Reduced
4357	FPWM FSB Premier Wealth Management Waterloo, Iowa	$8.52M	-$1.26M	5	2.4%	Reduced
4358	JWWM Johnson & White Wealth Management York, Pennsylvania	$8.51M	-$8.14K	3	3.18%	Reduced
4359	8OGI 8VC Opportunities GP II Austin, Texas	$8.51M	+$7.94M	1	1.09%	New
4360	CA Calton & Associates Tampa, Florida	$8.51M	-$1.53M	6	1.25%	Reduced
4361	PSC Portman Square Capital London, United Kingdom	$8.5M	-$1.62M	1	0.4%	Reduced
4362	NCM NCM Capital Management Ramsey, New Jersey	$8.5M	+$396K	2	2.62%	Increased
4363	SFG Shum Financial Group Alameda, California	$8.5M	+$339K	5	5.12%	Increased
4364	DWA Delos Wealth Advisors Dallas, Texas	$8.5M	+$611K	9	4.36%	Increased
4365	EV EJMK Ventures Itasca, Illinois	$8.5M	+$149K	6	3.86%	Increased
4366	SFG Strive Financial Group Carmel, Indiana	$8.49M	-$6.39M	33	3.69%	Reduced
4367	EWA Evolution Wealth Advisors Aventura, Florida	$8.48M	-$1.43M	5	0.99%	Reduced
4368	AAMA Advanced Asset Management Advisors Dublin, Ohio	$8.48M	+$271K	2	2.23%	Increased
4369	CA Corecam AG Zurich,	$8.47M	+$2.18M	2	7.23%	Increased
4370	SM Sweeney & Michel Chico, California	$8.47M	-$149K	3	2.22%	Reduced
4371	IFS Ifrah Financial Services Little Rock, Arkansas	$8.46M	-$172K	9	2.07%	Reduced
4372	WAM Werlinich Asset Management Stamford, Connecticut	$8.46M	+$18.2K	2	3.23%	Increased
4373	LI Leeward Investments Boston, Massachusetts	$8.46M	-$458K	1	0.38%	Reduced
4374	CFG Chapman Financial Group Kailua, Hawaii	$8.45M	+$107K	8	5.62%	Increased
4375	PMFA Plante Moran Financial Advisors Southfield, Michigan	$8.44M	-$470K	60	0.39%	Reduced