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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
4576	Beacon Capital Management Inc (Ohio) Dayton, Ohio	$684K	$0	2	0.03%	Maintained
4577	FI FormulaFolio Investments Grand Rapids, Michigan	$684K	-$34.2M	14	0.22%	Reduced
4578	AC AWH Capital Dallas, Texas	$681K	+$591K	1	0.67%	New
4579	AW Avion Wealth The Woodlands, Texas	$680K	-$472K	7	0.24%	Reduced
4580	Alaska Wealth Advisors Anchorage, Alaska	$678K	-$16.2K	1	0.13%	Reduced
4581	ETS ESL Trust Services Rochester, New York	$677K	-$41.8K	1	0.21%	Reduced
4582	SWM Shakespeare Wealth Management Pewaukee, Wisconsin	$665K	+$232	2	0.27%	Increased
4583	Ruffer LLP London, United Kingdom	$660K	-$53.8K	1	0.02%	Reduced
4584	Soundwatch Capital Rowayton, Connecticut	$656K	-$25.3K	1	0.24%	Reduced
4585	Turim 21 Investimentos Rio De Janeiro, Brazil	$656K	+$821K	8	0.39%	Increased
4586	Sentinel Pension Advisors Wakefield, Massachusetts	$654K	-$81.7K	1	0.24%	Reduced
4587	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$641K	+$217K	16	0.25%	Increased
4588	Infrastructure Capital Advisors New York	$636K	+$445K	1	0.18%	Increased
4589	SA SL Advisors Westfield, New Jersey	$629K	-$30.5K	1	1.9%	Reduced
4590	Heartwood Wealth Advisors Richmond, Virginia	$628K	+$4.41K	2	0.1%	Increased
4591	FS Ferguson Shapiro Decatur, Georgia	$625K	+$31.6K	1	0.4%	Increased
4592	EWM Echo Wealth Management Plymouth, Minnesota	$624K	-$23.9K	2	0.79%	Reduced
4593	TPW TL Private Wealth Southlake, Texas	$620K	-$46.6K	1	0.38%	Reduced
4594	WWM WJ Wealth Management Glendale, Arizona	$619K	-$1.16K	1	1.93%	Reduced
4595	EPWM Essex Private Wealth Management Topsfield, Massachusetts	$616K	+$20.4K	1	0.59%	Increased
4596	ARQ Wealth Advisors Scottsdale, Arizona	$614K	-$28.8K	1	0.4%	Reduced
4597	SWA Sightline Wealth Advisors Groton, Connecticut	$614K	-$6.26K	1	0.57%	Reduced
4598	Financial Planning & Information Services De Pere, Wisconsin	$613K	+$12.5K	1	0.19%	Increased
4599	PWP Personal Wealth Partners Bloomington, Minnesota	$609K	+$58K	1	0.27%	Increased
4600	GWAM Guardian Wealth Advisors (Minnesota) St Louis Park, Minnesota	$607K	-$10.2K	2	0.56%	Reduced