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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	KWM Kanen Wealth Management Coconut Creek, Florida	$1.09M	-$509K	1	0.25%	Reduced
4527	MAM McCarthy Asset Management Redwood Shores, California	$1.08M	+$32.2K	12	0.77%	Increased
4528	HWA Heartwood Wealth Advisors Richmond, Virginia	$1.08M	+$365K	3	0.17%	Increased
4529	WCM Windham Capital Management Boston, Massachusetts	$1.08M	$0	1	0.22%	Maintained
4530	AM Ampfield Management New York	$1.08M	$0	1	0.88%	Maintained
4531	SPAS Spectrum Planning & Advisory Services San Diego, California	$1.08M	$0	1	1.04%	Maintained
4532	DWMG DB Wealth Management Group San Diego, California	$1.07M	+$777	5	0.68%	Increased
4533	RWRC R.W. Roge & Company Bohemia, New York	$1.07M	$0	1	0.67%	Maintained
4534	GWM Greenhouse Wealth Management Westport, Connecticut	$1.06M	+$1.78K	1	0.99%	Increased
4535	SAM Steinberg Asset Management New York	$1.06M	$0	1	1.09%	Maintained
4536	WF Williams Financial North Bennington, Vermont	$1.06M	+$9.83K	2	0.86%	Increased
4537	NCG Newport Capital Group Red Bank, New Jersey	$1.06M	$0	1	0.84%	Maintained
4538	OA Ocean Arete Hong Kong	$1.05M	+$1.16M	1	1.28%	New
4539	SPI Santori & Peters Inc Canonsburg, Pennsylvania	$1.05M	+$254	1	0.59%	Increased
4540	OGF Orin Green Financial San Diego, California	$1.04M	-$113K	2	0.74%	Reduced
4541	EA Eclectic Associates Fullerton, California	$1.04M	-$46K	2	0.78%	Reduced
4542	TW Towerpoint Wealth Sacramento, California	$1.04M	+$60.2K	1	0.52%	Increased
4543	AC Albar Capital London, United Kingdom	$1.02M	+$996K	1	0.41%	New
4544	BMD Better Money Decisions Santa Fe, New Mexico	$1.02M	+$65.1K	30	0.91%	Increased
4545	FWSM First Wilshire Securities Management Pasadena, California	$1.02M	+$63.5K	1	0.36%	Increased
4546	OKSA O'Keefe Stevens Advisory Rochester, New York	$1.02M	+$188K	2	0.54%	Increased
4547	IFO Independent Family Office Albany, New York	$1.01M	$0	1	0.4%	Maintained
4548	PFA Plotkin Financial Advisors Chevy Chase, Maryland	$1.01M	+$49.3K	2	0.56%	Increased
4549	PFM Probabilities Fund Management White Plains, New York	$1.01M	$0	1	2.57%	Maintained
4550	AFS Annapolis Financial Services Annapolis, Maryland	$996K	+$77.8K	27	0.33%	Increased