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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
4601	RCS R2 Capital Strategies Lincoln, Nebraska	$7.1M	+$7.62M	4	3.22%	New
4602	OHWP Oak Harbor Wealth Partners Raleigh, North Carolina	$7.09M	-$7.5M	7	2.64%	Reduced
4603	CCC Chelsea Counsel Company Los Angeles, California	$7.09M	-$138K	6	3%	Reduced
4604	BCP Bluegrass Capital Partners Palm Beach, Florida	$7.09M	-$10.1M	1	4.6%	Reduced
4605	CWM Centurion Wealth Management Mclean, Virginia	$7.08M	-$956K	7	1.69%	Reduced
4606	EA Enclave Advisors Austin, Texas	$7.07M	-$1.8M	3	0.89%	Reduced
4607	DWM Defined Wealth Management Beaverton, Oregon	$7.07M	-$13.3K	4	3.64%	Reduced
4608	SAMC Spectrum Asset Management (California) Newport Beach, California	$7.07M	+$314K	5	1.96%	Increased
4609	C Covestor London, United Kingdom	$7.06M	+$280K	121	4.08%	Increased
4610	EPM Elm Partners Management Philadelphia, Pennsylvania	$7.06M	+$371K	4	0.21%	Increased
4611	VPW Variant Private Wealth Tysons, Virginia	$7.06M	+$7.02K	2	7.94%	Increased
4612	WHCI W.H. Cornerstone Investments Kingston, Massachusetts	$7.06M	+$350K	5	3.99%	Increased
4613	ANC Ames National Corp Ames, Iowa	$7.04M	-$151K	2	3.87%	Reduced
4614	PIWA Prevail Innovative Wealth Advisors Leawood, Kansas	$7.03M	-$25.7M	7	1.05%	Reduced
4615	RC Reik & Co New York	$7.02M	$0	3	1.83%	Maintained
4616	ACM Altrius Capital Management New Bern, North Carolina	$7.02M	-$4.81M	3	1.33%	Reduced
4617	LWA Lifelong Wealth Advisors Arden Hills, Minnesota	$7.02M	+$198K	3	1.65%	Increased
4618	EWA Exit Wealth Advisors Atlanta, Georgia	$7.02M	+$278K	4	3.2%	Increased
4619	WWC Waypoint Wealth Counsel Atlanta, Georgia	$7.02M	-$3.57M	3	4.39%	Reduced
4620	PFW Petros Family Wealth Bloomington, Minnesota	$7.01M	+$510K	7	4.29%	Increased
4621	BSSFA Baron Silver Stevens Financial Advisors Boca Raton, Florida	$7.01M	+$104K	4	0.89%	Increased
4622	BFA Bridgelight Financial Advisors Shelton, Connecticut	$7.01M	-$154K	2	4.8%	Reduced
4623	FP Fiduciary Planning Englewood, Florida	$7M	+$129K	3	1.83%	Increased
4624	WQ Wealth Quarterback Toms River, New Jersey	$7M	+$186K	5	2.16%	Increased
4625	WAM Worth Asset Management Dallas, Texas	$6.99M	+$3.82M	4	2.24%	Increased