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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	MFGP Marshall Financial Group (Pennsylvania) Doylestown, Pennsylvania	$594K	$0	1	0.27%	Maintained
4602	EGWAG Elwood & Goetz Wealth Advisory Group Athens, Georgia	$592K	$0	1	0.25%	Maintained
4603	SWG Summit Wealth Group White River Junction, Vermont	$588K	-$128K	11	0.95%	Reduced
4604	HMS Hanseatic Management Services Albuquerque, New Mexico	$586K	-$798K	7	1.17%	Reduced
4605	KLI Kelman-Lazarov Inc Memphis, Tennessee	$579K	$0	1	0.21%	Maintained
4606	EPP ETF Portfolio Partners Leawood, Kansas	$577K	-$333K	2	0.26%	Reduced
4607	BWM Brickley Wealth Management San Mateo, California	$576K	-$23.7K	1	0.15%	Reduced
4608	SL Salomon & Ludwin Richmond, Virginia	$576K	+$115K	1	0.1%	Increased
4609	PA Prism Advisors Studio City, California	$571K	+$217K	2	0.21%	Increased
4610	BDF Black Diamond Financial Towson, Maryland	$567K	-$9.28K	1	0.24%	Reduced
4611	PP Prosperity Planning Kansas City, Missouri	$566K	+$576K	1	0.4%	New
4612	CAG Compass Advisory Group Melville, New York	$565K	-$100K	1	0.38%	Reduced
4613	NRI NFP Retirement Inc Aliso Viejo, California	$563K	+$154K	1	0.24%	Increased
4614	TWP Treybourne Wealth Planners Greenwood, Indiana	$558K	+$67.5K	2	0.39%	Increased
4615	PBF Petix & Botte Financial La Mesa, California	$555K	-$2.78K	1	0.41%	Reduced
4616	CIG Cairn Investment Group Vancouver, Washington	$553K	-$88.4K	1	0.46%	Reduced
4617	PPWM PFG Private Wealth Management Lutz, Florida	$551K	+$529K	2	0.38%	New
4618	WHAM Windmill Hill Asset Management Waddesdon, United Kingdom	$551K	-$5.92M	1	0.3%	Reduced
4619	CCI Credit Capital Investments Livingston, New Jersey	$546K	+$557K	2	0.61%	New
4620	ACM Alethea Capital Management Mercer Island, Washington	$542K	-$162K	1	0.33%	Reduced
4621	PWM Praetorian Wealth Management Carmel, California	$540K	-$6.96K	1	0.19%	Reduced
4622	CCA Cruiser Capital Advisors Stamford, Connecticut	$538K	+$166K	1	0.48%	Increased
4623	TFA Tranquilli Financial Advisor Clinton, New Jersey	$538K	+$237K	2	0.43%	Increased
4624	MFA McClarren Financial Advisors State College, Pennsylvania	$537K	-$102K	6	0.48%	Reduced
4625	SCM Stordahl Capital Management Greenwood Village, Colorado	$537K	+$46.4K	1	0.23%	Increased