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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
4451	AWM Accel Wealth Management Waverly, Iowa	$7.94M	-$59.4K	4	1.79%	Reduced
4452	CAM Cacti Asset Management Atlanta, Georgia	$7.94M	+$45.7K	2	0.4%	Increased
4453	BWM BAM Wealth Management Lakewood, Colorado	$7.94M	-$23.9K	7	4.97%	Reduced
4454	BOM Bank of Marin Novato, California	$7.94M	-$791K	6	5.53%	Reduced
4455	CWA Crusonia Wealth Advisors Denver, Colorado	$7.93M	+$1.44M	5	1.3%	Increased
4456	FGI Foresight Global Investors Purchase, New York	$7.92M	+$100K	1	4.8%	Increased
4457	WCM Washington Capital Management Seattle, Washington	$7.91M	+$1.6M	12	5.22%	Increased
4458	PWA Provenance Wealth Advisors Fort Lauderdale, Florida	$7.9M	+$590K	28	0.75%	Increased
4459	MFG Mosaic Financial Group Chicago, Illinois	$7.89M	-$760K	2	5.05%	Reduced
4460	ALC Alexander Labrunerie & Co Columbia, Missouri	$7.89M	-$233K	3	2.77%	Reduced
4461	GLLW Graves Light Lenhart Wealth Harrisonburg, Virginia	$7.89M	+$104K	6	0.74%	Increased
4462	FC Fairscale Capital Nashua, New Hampshire	$7.89M	-$191K	19	4.71%	Reduced
4463	RLH RD Lewis Holdings Maitland, Florida	$7.89M	+$13.7K	4	5.83%	Increased
4464	TC Trium Capital London, United Kingdom	$7.88M	-$12.9M	2	4.85%	Reduced
4465	TCPW Twin City Private Wealth Winston-Salem, North Carolina	$7.88M	+$1.39M	7	5.52%	Increased
4466	HNWAG High Net Worth Advisory Group Naples, Florida	$7.87M	-$1.02M	5	1.67%	Reduced
4467	CMP Christine Messmer PC Collegeville, Pennsylvania	$7.86M	+$615K	4	4.43%	Increased
4468	GCM Gallacher Capital Management Lone Tree, Colorado	$7.86M	+$261K	16	4.41%	Increased
4469	MFS Monetta Financial Services Wheaton, Illinois	$7.84M	+$1.06M	4	5.29%	Increased
4470	ACA AYAL Capital Advisors Toronto, Ontario, Canada	$7.84M	+$3.27M	1	2.12%	Increased
4471	BWM Brickley Wealth Management San Mateo, California	$7.83M	+$4.67M	3	1.13%	Increased
4472	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$7.82M	$0	8	2.14%	Maintained
4473	LWM Lodestone Wealth Management Spokane, Washington	$7.82M	+$73.5K	26	2.76%	Increased
4474	EIP Ellis Investment Partners Berwyn, Pennsylvania	$7.81M	+$65.5K	6	1.18%	Increased
4475	MWA MFA Wealth Advisors Pittsburgh, Pennsylvania	$7.81M	+$1.14M	5	1.33%	Increased