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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	FI FormulaFolio Investments Grand Rapids, Michigan	$734K	+$6.71K	15	0.25%	Increased
4627	LI LVZ Inc Holland, Michigan	$732K	-$199K	2	0.11%	Reduced
4628	AWM Aprio Wealth Management Atlanta, Georgia	$731K	+$686K	1	0.35%	New
4629	PPWM PFG Private Wealth Management Lutz, Florida	$726K	+$107K	2	0.47%	Increased
4630	IR Invictus RG Hamilton, Bermuda	$725K	+$638K	1	3.61%	New
4631	JMG Financial Group Downers Grove, Illinois	$724K	+$320K	2	0.04%	Increased
4632	MFA McClarren Financial Advisors State College, Pennsylvania	$723K	+$109K	8	0.59%	Increased
4633	WWM WJ Wealth Management Glendale, Arizona	$720K	+$8.13K	1	2.23%	Increased
4634	FS Ferguson Shapiro Decatur, Georgia	$719K	+$763	1	0.42%	Increased
4635	SWA Sightline Wealth Advisors Groton, Connecticut	$701K	+$254	1	0.58%	Increased
4636	TC Teilinger Capital Houston, Texas	$699K	+$559K	1	0.23%	New
4637	Belvedere Trading Chicago, Illinois	$694K	-$2.59M	1	0.05%	Reduced
4638	Samlyn Capital New York	$693K	-$1.66M	1	0.01%	Reduced
4639	BFS Beacon Financial Strategies Raleigh, North Carolina	$691K	+$648K	2	0.59%	New
4640	RA Riversedge Advisors Wilmington, Delaware	$688K	+$72.4K	1	0.25%	Increased
4641	KWP Keystone Wealth Partners Chandler, Arizona	$686K	+$140K	1	0.41%	Increased
4642	EGWAG Elwood & Goetz Wealth Advisory Group Athens, Georgia	$680K	$0	1	0.26%	Maintained
4643	KLI Kelman-Lazarov Inc Memphis, Tennessee	$662K	-$3.05K	1	0.23%	Reduced
4644	ACA Ascension Capital Advisors Houston, Texas	$661K	+$146K	1	0.42%	Increased
4645	GWAM Guardian Wealth Advisors (Minnesota) St Louis Park, Minnesota	$659K	-$12.4K	2	0.57%	Reduced
4646	SA SL Advisors Westfield, New Jersey	$658K	-$4.47K	1	1.67%	Reduced
4647	TPW TL Private Wealth Southlake, Texas	$656K	$0	1	0.38%	Maintained
4648	BDF Black Diamond Financial Towson, Maryland	$654K	+$2.8K	1	0.26%	Increased
4649	TWP Treybourne Wealth Planners Greenwood, Indiana	$654K	+$10.1K	2	0.4%	Increased
4650	CAG Compass Advisory Group Melville, New York	$650K	+$1.27K	1	0.4%	Increased