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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	CIG Cairn Investment Group Vancouver, Washington	$914K	+$262K	1	0.67%	Increased
4577	HC Hatton Consulting Phoenix, Arizona	$914K	+$890K	3	0.72%	New
4578	TFA TPG Financial Advisors Portland, Oregon	$914K	-$24.7K	2	0.64%	Reduced
4579	NRI NFP Retirement Inc Aliso Viejo, California	$911K	+$248K	1	0.35%	Increased
4580	AOG Alpha Omega Group Reston, Virginia	$910K	+$77.1K	3	0.96%	Increased
4581	BWM Blossom Wealth Management San Ramon, Ca, California	$900K	+$397K	2	6.77%	Increased
4582	MAG Mayfair Advisory Group Birmingham, Alabama	$899K	$0	1	1.42%	Maintained
4583	MFGP Marshall Financial Group (Pennsylvania) Doylestown, Pennsylvania	$890K	+$203K	2	0.38%	Increased
4584	EPP ETF Portfolio Partners Leawood, Kansas	$889K	+$308K	3	0.36%	Increased
4585	SFP Strategic Financial Partners Bend, Oregon	$882K	$0	1	0.49%	Maintained
4586	MIM Macroview Investment Management Bethesda, Maryland	$881K	-$5.11K	25	1.18%	Reduced
4587	EFMH E Fund Management (HK) Central, Hong Kong	$878K	-$1.69M	2	0.55%	Reduced
4588	WFAG Wescott Financial Advisory Group Philadelphia, Pennsylvania	$877K	-$99.6K	1	0.52%	Reduced
4589	SA Silversage Advisors Irvine, California	$872K	+$783K	2	36.18%	New
4590	GWAG Garrett Wealth Advisory Group Weatherford, Texas	$867K	-$26.3K	3	0.57%	Reduced
4591	TIM Total Investment Management Scottsdale, Arizona	$865K	-$1.48M	2	0.15%	Reduced
4592	VCS Vaughan & Co Securities Ridgewood, New Jersey	$864K	$0	1	0.64%	Maintained
4593	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$856K	+$120K	12	0.38%	Increased
4594	TTSTC Texas Treasury Safekeeping Trust Company Austin, Texas	$848K	+$728K	2	0.27%	New
4595	RFP Roth Financial Partners Kingwood, Texas	$846K	$0	3	0.65%	Maintained
4596	RRCM Rappaport Reiches Capital Management Skokie`, Illinois	$831K	+$780K	1	0.87%	New
4597	SPA Sentinel Pension Advisors Wakefield, Massachusetts	$830K	+$70.9K	1	0.29%	Increased
4598	LFGH Lee Financial Group Hawaii Honolulu, Hawaii	$826K	-$131K	1	0.6%	Reduced
4599	NEPPG New England Professional Planning Group Westerly, Rhode Island	$820K	-$26.2K	2	0.49%	Reduced
4600	EPWM Essex Private Wealth Management Topsfield, Massachusetts	$816K	+$102K	1	0.75%	Increased