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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
4526	USWIA UP Strategic Wealth Investment Advisors Pittsburgh, Pennsylvania	$7.55M	+$596K	6	4.49%	Increased
4527	GWMI Guardian Wealth Management (Illinois) Peoria, Illinois	$7.55M	-$12.6K	4	3.71%	Reduced
4528	SIM Sterling Investment Management Tucson, Arizona	$7.53M	+$1.14M	2	4.13%	Increased
4529	PMSA Patrick M. Sweeney & Associates Libertyville, Illinois	$7.53M	-$107K	6	4.33%	Reduced
4530	AG ASO Group Road Town,	$7.53M	$0	7	3.19%	Maintained
4531	PEA Park Edge Advisors Cleveland, Ohio	$7.53M	-$2.81M	6	1.59%	Reduced
4532	IWN Independent Wealth Network Urbandale, Iowa	$7.53M	+$2.06M	8	1.91%	Increased
4533	ASC Ares Systematic Credit London,	$7.52M	+$826K	12	4.57%	Increased
4534	MMHP Murphy Middleton Hinkle & Parker Thomasville, Georgia	$7.52M	+$77.7K	4	3.05%	Increased
4535	HGWM Horst & Graben Wealth Management Portland, Oregon	$7.5M	+$325K	5	0.99%	Increased
4536	WJS William John Sempolinski Easton, Massachusetts	$7.5M	-$2.39M	3	3.03%	Reduced
4537	WAL W Advisors LLC Germantown, Tennessee	$7.48M	+$23.3K	5	3.4%	Increased
4538	AC Aldebaran Capital Carmel, Indiana	$7.48M	-$125K	1	5.62%	Reduced
4539	RIM RW Investment Management Eagle, Idaho	$7.46M	+$20.2K	4	0.66%	Increased
4540	MWC MBM Wealth Consultants Chesterfield, Missouri	$7.46M	+$2.62M	6	1.44%	Increased
4541	MHR Matthew Hamilton Rosenberg	$7.44M	+$178K	23	1.39%	Increased
4542	TIA TCFG Investment Advisors Laguna Niguel, California	$7.43M	-$217K	4	2.5%	Reduced
4543	SMA Seven Mile Advisory Ewing, New Jersey	$7.43M	-$1.18M	7	4.99%	Reduced
4544	BPW BlueDoor Private Wealth Beverly, Massachusetts	$7.42M	+$7.7K	4	3.12%	Increased
4545	SEP Signature Equity Partners Columbus, Ohio	$7.42M	+$2.43M	64	3.4%	Increased
4546	RGF Retirement Guys Formula Maumee, Ohio	$7.41M	+$344K	5	2.79%	Increased
4547	OC Optimas Capital Central, Hong Kong	$7.41M	+$7.19M	2	7.65%	New
4548	GWAG Garrett Wealth Advisory Group Weatherford, Texas	$7.41M	+$302K	4	1.14%	Increased
4549	PIM Pullen Investment Management Bradenton, Florida	$7.41M	+$1.24M	4	3.43%	Increased
4550	PI Parkside Investments Deerfield, Illinois	$7.41M	-$673K	2	0.82%	Reduced