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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	TWA TPB Wealth Advisors San Antonio, Texas	$1.37M	+$1.28M	1	0.88%	New
4452	DSA Droms Strauss Advisors St. Louis, Missouri	$1.37M	-$7.88M	2	0.64%	Reduced
4453	WFA Wade Financial Advisory Campbell, California	$1.37M	+$425K	5	0.75%	Increased
4454	FFWM Future Financial Wealth Management Cincinnati, Ohio	$1.36M	+$47.9K	2	1.4%	Increased
4455	WA Wealthstar Advisors Plano, Texas	$1.36M	+$1.25M	2	0.43%	New
4456	MWP Meridian Wealth Partners Exton, Pennsylvania	$1.35M	-$1.04M	2	0.32%	Reduced
4457	PP PrairieView Partners St. Paul, Minnesota	$1.35M	+$84.9K	11	0.2%	Increased
4458	ACM AREX Capital Management New York	$1.35M	+$1.26M	1	0.64%	New
4459	NWM Northwest Wealth Management Spencer, Iowa	$1.35M	+$291K	1	0.71%	Increased
4460	NCMW Northern Capital Management (Washington) Spokane, Washington	$1.34M	+$129K	1	1.14%	Increased
4461	HC Hoese & Co Glencoe, Minnesota	$1.34M	+$123K	6	1.51%	Increased
4462	RWM Raffa Wealth Management Washington, District of Columbia	$1.33M	-$756K	52	0.46%	Reduced
4463	SIAG Safeguard Investment Advisory Group Corona, California	$1.33M	+$186K	1	0.95%	Increased
4464	JI Jeereddi Investments Los Angeles, California	$1.33M	-$535K	1	1.09%	Reduced
4465	FFIM Founders Fund II Management San Francisco, California	$1.32M	+$1.34M	1	100%	New
4466	SM Southport Management Wilson, Wyoming	$1.32M	-$1.22M	2	4.45%	Reduced
4467	BC Barnett & Company Chattanooga, Tennessee	$1.31M	-$65.2K	3	0.87%	Reduced
4468	UWM USAdvisors Wealth Management Eden Prairie, Minnesota	$1.31M	+$37.1K	1	0.71%	Increased
4469	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$1.3M	-$35.9K	12	0.3%	Reduced
4470	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$1.29M	+$6.36K	2	0.01%	Increased
4471	FPWM FSB Premier Wealth Management Waterloo, Iowa	$1.28M	+$297K	2	0.66%	Increased
4472	CCM Callodine Capital Management Boston, Massachusetts	$1.28M	+$1.17M	1	0.48%	New
4473	BJ Brouwer & Janachowski Mill Valley, California	$1.28M	$0	1	0.22%	Maintained
4474	RWM Reston Wealth Management Reston, Virginia	$1.27M	-$24.4K	1	0.63%	Reduced
4475	BU Brown University Providence, Rhode Island	$1.27M	$0	1	0.21%	Maintained