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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
4476	SWAG Spectrum Wealth Advisory Group Granite Bay, California	$809K	-$821K	2	0.91%	Reduced
4477	Trilogy Capital Irvine, California	$808K	-$11.5K	2	0.07%	Reduced
4478	SFA Seneca Financial Advisors Rochester, New York	$803K	+$769K	2	0.61%	New
4479	PFA Plotkin Financial Advisors Chevy Chase, Maryland	$801K	$0	2	0.53%	Maintained
4480	TW Towerpoint Wealth Sacramento, California	$799K	+$11.8K	1	0.4%	Increased
4481	Diversified Portfolios Inc Bloomfield Hills, Michigan	$798K	+$37K	2	0.29%	Increased
4482	RPG Resource Planning Group Atlanta, Georgia	$797K	-$6.67K	1	0.57%	Reduced
4483	TFA TPG Financial Advisors Portland, Oregon	$797K	+$2.72K	2	0.59%	Increased
4484	NS Newman & Schimel Deerfield, Illinois	$787K	+$761K	1	0.65%	New
4485	Harbor Group Bedford, New Hampshire	$782K	+$758K	2	0.58%	New
4486	Beacon Capital Management Inc (Ohio) Dayton, Ohio	$781K	-$2K	2	0.03%	Reduced
4487	GSC Ground Swell Capital Folly Beach, South Carolina	$777K	+$728K	3	2.98%	New
4488	WFA Wade Financial Advisory Campbell, California	$776K	$0	3	0.52%	Maintained
4489	NFGCM Norman Fields Gottscho Capital Management New York	$773K	+$197K	2	0.34%	Increased
4490	TOPU Trustees of Princeton University Princeton, New Jersey	$769K	-$11.3M	1	1.15%	Reduced
4491	CAG Curtis Advisory Group Santa Barbara, California	$765K	+$21.7K	1	0.37%	Increased
4492	Garrett Wealth Advisory Group Weatherford, Texas	$765K	-$7.19K	3	0.58%	Reduced
4493	IWP Innova Wealth Partners Newtown, Pennsylvania	$765K	+$739K	1	0.71%	New
4494	TAM Tucker Asset Management Littleton, Colorado	$757K	+$867K	9	0.46%	New
4495	CWM Comprehensive Wealth Management Lynnwood, Washington	$755K	+$730K	1	0.69%	New
4496	Howard Capital Management Roswell, Georgia	$754K	-$2.21M	1	0.15%	Reduced
4497	Curran Financial Partners Daniel Island, South Carolina	$748K	+$711K	2	0.64%	New
4498	BIA BHK Investment Advisors Birmingham, Alabama	$737K	+$69.9K	2	0.34%	Increased
4499	SWG Summit Wealth Group White River Junction, Vermont	$731K	+$203K	2	0.46%	Increased
4500	DGHMC Dalton, Greiner, Hartman, Maher & Co New York	$729K	-$1.9M	1	0.15%	Reduced