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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
4676	T TrueFG Cedar Park, Texas	$256K	-$106K	1	0.15%	Reduced
4677	TFA Tobias Financial Advisors Plantation, Florida	$254K	-$137K	1	0.12%	Reduced
4678	AWM Altus Wealth Management Ft Mitchell, Kentucky	$252K	$0	1	0.2%	Maintained
4679	FFW Fusion Family Wealth Woodbury, New York	$251K	$0	1	0.04%	Maintained
4680	CIR Clear Investment Research Alpharetta, Georgia	$250K	+$25.6K	6	0.45%	Increased
4681	CFS Cannon Financial Strategists Athens, Georgia	$246K	$0	1	0.12%	Maintained
4682	SSWG Seven Springs Wealth Group Brentwood, Tennessee	$244K	+$27.9K	16	0.13%	Increased
4683	WU Wealthsimple US Brooklyn, New York	$243K	+$235K	1	0.13%	New
4684	WFA Websterrogers Financial Advisors Florence, South Carolina	$243K	+$241K	1	0.07%	New
4685	SFP Strategic Financial Planning Plano, Texas	$233K	+$255K	1	0.2%	New
4686	KIC Keating Investment Counselors Delray Beach, Florida	$229K	$0	1	0.11%	Maintained
4687	SEM Strategic Equity Management Tucson, Arizona	$229K	+$221K	1	0.1%	New
4688	FSWA Financial Synergies Wealth Advisors Houston, Texas	$228K	+$1.94K	1	0.04%	Increased
4689	ICA Infrastructure Capital Advisors New York	$223K	+$243K	1	0.07%	New
4690	NEGWA New England Guild Wealth Advisors Avon, Connecticut	$223K	+$2.15K	1	0.13%	Increased
4691	CTC (Chicago Trading Company) Chicago, Illinois	$222K	+$221K	2	0.15%	New
4692	CFGF Compass Financial Group (Florida) Deerfield Beach, Florida	$221K	-$30.1K	1	0.13%	Reduced
4693	FFC Fure Financial Corporation Bloomington, Minnesota	$220K	+$430	2	0.16%	Increased
4694	GC Gibson Capital Wexford, Pennsylvania	$220K	$0	1	0.06%	Maintained
4695	HAFS Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania	$218K	+$201K	1	0.11%	New
4696	TSA Tri-Star Advisors Houston, Texas	$218K	$0	1	0.12%	Maintained
4697	LWP Laurel Wealth Planning Edina, Minnesota	$215K	+$205K	4	0.21%	New
4698	SFA Spectrum Financial Alliance Nicholasville, Kentucky	$212K	-$86.7K	1	0.12%	Reduced
4699	MWA Martel Wealth Advisors Vancouver, Washington	$211K	+$197K	1	0.06%	New
4700	TWM Tanglewood Wealth Management Houston, Texas	$211K	+$204K	1	0.04%	New