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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
4551	PA PSI Advisors Tampa, Florida	$7.4M	+$2.83M	5	1.72%	Increased
4552	BWM Bosman Wealth Management Redlands, California	$7.4M	-$2.09M	2	4.59%	Reduced
4553	GCM Genus Capital Management Vancouver, British Columbia, Canada	$7.36M	-$13.7M	3	0.72%	Reduced
4554	RC Rahlfs Capital Lake Kiowa, Texas	$7.35M	+$429K	5	5.4%	Increased
4555	DM Diversified Management Milwaukee, Wisconsin	$7.35M	-$4.53M	5	1.57%	Reduced
4556	NWM Northwest Wealth Management Spencer, Iowa	$7.35M	-$14K	11	0.97%	Reduced
4557	CFWMA Center for Wealth Management Advisory Milford, Ohio	$7.35M	+$768K	4	4.61%	Increased
4558	WBG Wharton Business Group Malvern, Pennsylvania	$7.33M	-$40.6K	7	0.25%	Reduced
4559	BFWA Benchmark Financial Wealth Advisors Boca Raton, Florida	$7.32M	-$4.7K	4	1.8%	Reduced
4560	TCG Transcendent Capital Group Edmond, Oklahoma	$7.31M	+$323K	2	2.84%	Increased
4561	SJL Shayne & Jacobs LLC Nashville, Tennessee	$7.31M	$0	2	2.17%	Maintained
4562	PFG Putney Financial Group San Rafael, California	$7.31M	-$126K	5	6.58%	Reduced
4563	SGFG Silver Grove Financial Group Orchard Park, New York	$7.3M	+$1.37M	88	3.95%	Increased
4564	CFA Camarda Financial Advisors Fleming Island, Florida	$7.3M	-$2.34M	5	2.21%	Reduced
4565	WFAG Wescott Financial Advisory Group Philadelphia, Pennsylvania	$7.3M	-$43.1K	4	0.57%	Reduced
4566	EWM Elevation Wealth Management Eden Prairie, Minnesota	$7.28M	+$391K	2	5.44%	Increased
4567	LWM LJI Wealth Management Indianapolis, Indiana	$7.28M	+$1.1M	6	1.02%	Increased
4568	B Birchbrook Bangor, Maine	$7.28M	+$799K	11	3.42%	Increased
4569	SWA Strategies Wealth Advisors Grand Rapids, Michigan	$7.28M	-$190K	3	0.65%	Reduced
4570	ACM Avalon Capital Management Port Of Redwood City, California	$7.28M	+$708K	4	1.72%	Increased
4571	WAS Westco Advisory Services Lynbrook, New York	$7.28M	-$510K	2	4.39%	Reduced
4572	BM Berman McAleer Timonium, Maryland	$7.27M	+$168K	5	0.84%	Increased
4573	VAM VMS Asset Management Hong Kong,	$7.27M	+$5.19M	1	2.31%	New
4574	IWM Integris Wealth Management Monterey, California	$7.25M	+$1.03M	5	1.46%	Increased
4575	IIM InTrack Investment Management South Burlington, Vermont	$7.25M	+$529K	3	3.59%	Increased