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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	PFM Peak Financial Management Wellesley, Massachusetts	$569K	+$95.3K	1	0.21%	Increased
4552	BWM Brickley Wealth Management San Mateo, California	$567K	+$25.8K	1	0.16%	Increased
4553	FPIS Financial Planning & Information Services De Pere, Wisconsin	$566K	+$41.5K	1	0.19%	Increased
4554	EPWM Essex Private Wealth Management Topsfield, Massachusetts	$561K	-$67.7K	1	0.55%	Reduced
4555	FS Ferguson Shapiro Decatur, Georgia	$560K	+$1.5K	1	0.42%	Increased
4556	MFGP Marshall Financial Group (Pennsylvania) Doylestown, Pennsylvania	$560K	-$13.1K	1	0.27%	Reduced
4557	SPIO Seven Post Investment Office San Francisco, California	$559K	+$441K	2	0.23%	New
4558	EGWAG Elwood & Goetz Wealth Advisory Group Athens, Georgia	$558K	+$539K	1	0.25%	New
4559	KLI Kelman-Lazarov Inc Memphis, Tennessee	$546K	+$21.5K	1	0.21%	Increased
4560	BDF Black Diamond Financial Towson, Maryland	$544K	-$30.5K	1	0.25%	Reduced
4561	WC Wexford Capital West Palm Beach, Florida	$533K	-$199K	4	0.08%	Reduced
4562	MAP Milestone Advisory Partners Southern Pines, North Carolina	$528K	-$17K	2	0.3%	Reduced
4563	PBF Petix & Botte Financial La Mesa, California	$527K	+$12.9K	1	0.39%	Increased
4564	NEPPG New England Professional Planning Group Westerly, Rhode Island	$526K	+$6.45K	1	0.37%	Increased
4565	JA JVL Associates Wyoming, Michigan	$522K	+$248K	2	0.42%	Increased
4566	PWP Personal Wealth Partners Bloomington, Minnesota	$519K	$0	1	0.24%	Maintained
4567	Flow Traders U.S. New York	$518K	+$448K	2	0.04%	New
4568	PWM Praetorian Wealth Management Carmel, California	$516K	-$10.5K	1	0.2%	Reduced
4569	TIM Total Investment Management Scottsdale, Arizona	$509K	-$113K	1	0.1%	Reduced
4570	AWM Alterna Wealth Management Houston, Texas	$494K	-$206K	1	0.62%	Reduced
4571	PI Pachira Investments Dana Point, California	$494K	-$454K	1	0.47%	Reduced
4572	TWP Treybourne Wealth Planners Greenwood, Indiana	$489K	+$507K	2	0.35%	New
4573	BSWM Boston Standard Wealth Management Winchester, Massachusetts	$480K	-$8.82K	1	0.18%	Reduced
4574	PCI Pacifica Capital Investments Leander, Texas	$480K	-$73.3K	1	0.18%	Reduced
4575	MWM MBE Wealth Management Tomah, Wisconsin	$474K	+$21.1K	1	0.32%	Increased