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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
4626	ACA Ackerman Capital Advisors Dallas, Texas	$355K	-$581K	1	0.09%	Reduced
4627	IFA Interactive Financial Advisors New Lenox, Illinois	$355K	+$21.3K	3	0.16%	Increased
4628	TC Tatro Capital Lexington, Kentucky	$349K	+$33.5K	1	0.33%	Increased
4629	Simplify Asset Management Las Vegas, Nevada	$346K	+$347K	3	0.32%	New
4630	6CM 683 Capital Management New York	$345K	+$252K	1	0.02%	New
4631	WWP Waypoint Wealth Partners Mill Valley, California	$344K	+$376K	1	0.27%	New
4632	LAS Lloyd Advisory Services Suwanee, Georgia	$343K	-$12.8K	13	0.19%	Reduced
4633	TMNFIC Tokio Marine & Nichido Fire Insurance Company Tokyo, Japan	$342K	+$379K	1	100%	New
4634	Charles Schwab Investment Advisory San Francisco, California	$340K	+$22.4K	1	0%	Increased
4635	HWA Hilltop Wealth Advisors Chapel Hill, North Carolina	$337K	$0	1	0.3%	Maintained
4636	NOI Newton One Investments Newark, Delaware	$334K	+$356K	2	0.33%	New
4637	LWIC Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada	$328K	-$75.9K	1	0.05%	Reduced
4638	MWM McNaughton Wealth Management San Diego, California	$327K	+$13.1K	1	0.26%	Increased
4639	CM Cornerstone Management Duluth, Georgia	$325K	$0	1	0.1%	Maintained
4640	JMG Financial Group Downers Grove, Illinois	$320K	-$860	1	0.02%	Reduced
4641	BP BCK Partners Corning, New York	$319K	+$308K	1	0.28%	New
4642	PWS Paragon Wealth Strategies Jacksonville, Florida	$316K	-$157K	1	0.11%	Reduced
4643	TWP Total Wealth Planning Cincinnati, Ohio	$316K	+$1.29K	1	0.15%	Increased
4644	OCPWS One Charles Private Wealth Services Hingham, Massachusetts	$315K	-$2.28M	1	2.99%	Reduced
4645	WCM Wallace Capital Management Dallas, Texas	$315K	$0	1	0.05%	Maintained
4646	JWBC John W. Brooker & Co Oakland, California	$314K	+$156K	4	0.21%	Increased
4647	FWP Falcon Wealth Planning Ontario, California	$312K	+$302K	1	0.17%	New
4648	AFG Arkansas Financial Group Little Rock, Arkansas	$311K	+$301K	1	0.08%	New
4649	CCA Cruiser Capital Advisors Stamford, Connecticut	$309K	+$242K	1	0.29%	New
4650	HJMC Hellman Jordan Management Company Quincy, Massachusetts	$306K	-$31.1K	1	0.97%	Reduced