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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
4751	LD Lipe & Dalton Syracuse, New York	$6.29M	-$32.4K	6	2.92%	Reduced
4752	EPW Endeavor Private Wealth Topeka, Kansas	$6.29M	+$464K	4	1.53%	Increased
4753	IAG Investment Advisory Group Hanover, Massachusetts	$6.29M	+$493K	4	1.36%	Increased
4754	PBCM Point Break Capital Management Miami, Florida	$6.28M	+$2.95M	1	6.84%	Increased
4755	CWIG Chung Wu Investment Group Sugar Land, Texas	$6.26M	-$7.96K	4	4.12%	Reduced
4756	BIA Bigelow Investment Advisors Portland, Maine	$6.26M	+$338K	4	2.27%	Increased
4757	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$6.25M	+$108K	23	0.79%	Increased
4758	WBCM Wilson & Boucher Capital Management Moraga, California	$6.25M	-$81.9K	5	3.67%	Reduced
4759	OCA Odyssey Capital Advisors Bala Cynwyd, Pennsylvania	$6.24M	+$782K	5	4.47%	Increased
4760	LF LifePlan Financial Mankato, Minnesota	$6.23M	+$393K	6	4.37%	Increased
4761	CG Clifford Group Wayland, Massachusetts	$6.23M	+$351K	6	4.31%	Increased
4762	AAG Asset Advisory Group Kinnelon, New Jersey	$6.21M	-$35K	7	2.72%	Reduced
4763	CMA Cedar Mountain Advisors Lake Oswego, Oregon	$6.21M	-$633K	41	1.07%	Reduced
4764	LPAM Lodestar Private Asset Management Alamo, California	$6.21M	-$249K	6	0.54%	Reduced
4765	AW Alchemi Wealth Essex, Connecticut	$6.2M	-$131K	4	2.91%	Reduced
4766	AFA Arlington Financial Advisors Santa Barbara, California	$6.2M	+$119K	4	0.79%	Increased
4767	SC Shearwater Capital Denver, Colorado	$6.2M	-$155K	4	2.96%	Reduced
4768	CWMA Capstone Wealth Management (Alabama) Tuscaloosa, Alabama	$6.19M	+$4.79M	13	2.87%	Increased
4769	CWAF Core Wealth Advisors (Florida) Lakeland, Florida	$6.19M	+$1.39M	4	1.25%	Increased
4770	ICM Intrepid Capital Management Jacksonville Beach, Florida	$6.19M	-$276K	5	2.2%	Reduced
4771	GAM Gould Asset Management Claremont, California	$6.19M	-$827K	4	0.97%	Reduced
4772	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$6.19M	+$178K	5	2.77%	Increased
4773	BFA Brendel Financial Advisors Hanover, New Hampshire	$6.18M	-$3.28M	5	2.86%	Reduced
4774	RCM Ridgepath Capital Management Knoxville, Tennessee	$6.18M	-$2.22M	3	2.73%	Reduced
4775	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$6.18M	+$348K	11	0.77%	Increased