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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
4401	SWMP Signature Wealth Management Partners Montvale, New Jersey	$8.28M	-$10.9K	7	3.86%	Reduced
4402	DAM Diamant Asset Management Ridgefield, Connecticut	$8.28M	+$829K	4	5.63%	Increased
4403	SC Shuttleworth & Co Powell, Ohio	$8.28M	+$368K	3	6.62%	Increased
4404	FMP Financial Management Professionals Austin, Texas	$8.27M	+$1.22M	40	0.78%	Increased
4405	VC Veracity Capital Atlanta, Georgia	$8.27M	-$1.24M	6	2.23%	Reduced
4406	TMWM Taylor & Morgan Wealth Management Flint, Michigan	$8.26M	-$333K	2	4.07%	Reduced
4407	PPC Pennington Partners & Co Bethesda, Maryland	$8.26M	+$387K	6	2.65%	Increased
4408	QCIG Quad-Cities Investment Group Davenport, Iowa	$8.25M	-$145K	4	2.97%	Reduced
4409	ATWA Arbor Trust Wealth Advisors Ann Arbor, Michigan	$8.24M	-$617K	4	3.32%	Reduced
4410	AWA Alta Wealth Advisors Woburn, Massachusetts	$8.24M	-$398K	8	2.23%	Reduced
4411	ES Element Squared Minneapolis, Minnesota	$8.24M	+$8.66M	3	4.1%	New
4412	HHCP Hilton Head Capital Partners Hilton Head Island, South Carolina	$8.23M	-$590K	21	4.15%	Reduced
4413	TW Traveka Wealth Los Altos, California	$8.23M	-$62.6K	6	2.74%	Reduced
4414	MCM Mendel Capital Management Little Rock, Arkansas	$8.23M	-$8.05K	3	3.7%	Reduced
4415	HBK Investments Dallas, Texas	$8.23M	-$337M	2	0.08%	Reduced
4416	PA Planning Alternatives Birmingham, Michigan	$8.22M	+$1.1M	6	0.88%	Increased
4417	OCM Outlook Capital Management Arlington Heights, Illinois	$8.19M	+$8.84M	2	2.64%	New
4418	WF Whelan Financial Fresno, California	$8.19M	+$730K	6	2.23%	Increased
4419	BMCM Burns Matteson Capital Management Corning, New York	$8.18M	+$5.18M	10	2.56%	Increased
4420	EWL Emissary Wealth LLC Hackensack, New Jersey	$8.17M	+$255K	3	6.22%	Increased
4421	BAG Bridgewealth Advisory Group Fresno, California	$8.16M	+$9.64K	3	1.54%	Increased
4422	RB Robert Bosch Gerlingen Schillerhoehe, Germany	$8.16M	$0	1	4.93%	Maintained
4423	BCFS Butensky & Cohen Financial Security Ponte Vedra Beach, Florida	$8.16M	+$1.53M	2	2.02%	Increased
4424	CFAM Center For Asset Management Palm Beach Gardens, Florida	$8.16M	-$274K	4	3.62%	Reduced
4425	LWA Legacy Wealth Advisors Miami, Florida	$8.15M	+$783K	5	3.53%	Increased