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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
4801	GC Gibson Capital Wexford, Pennsylvania	$370K	+$94.6K	1	0.1%	Increased
4802	MAS Managed Account Services Coconut Grove, Florida	$366K	+$73.3K	1	0.1%	Increased
4803	SEM Strategic Equity Management Tucson, Arizona	$366K	+$64.9K	1	0.12%	Increased
4804	AWM AAF Wealth Management Westborough, Massachusetts	$361K	+$9.31K	1	0.27%	Increased
4805	Facet Wealth Inc Baltimore, Maryland	$359K	+$149K	1	0.04%	Increased
4806	WCM Wallace Capital Management Dallas, Texas	$358K	$0	1	0.05%	Maintained
4807	RQS Ramsey Quantitative Systems Louisville, Kentucky	$355K	-$175K	1	1.77%	Reduced
4808	WCWM Wooster Corthell Wealth Management Glastonbury, Connecticut	$355K	+$2.04K	1	0.09%	Increased
4809	PWM Provident Wealth Management Brentwood, Tennessee	$350K	$0	1	0.27%	Maintained
4810	LWP Laurel Wealth Planning Edina, Minnesota	$349K	+$120K	7	0.28%	Increased
4811	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$348K	+$360K	1	0.02%	New
4812	MWA Martel Wealth Advisors Vancouver, Washington	$345K	+$108K	1	0.09%	Increased
4813	WM WS Management Jacksonville, Florida	$341K	-$331K	1	0.04%	Reduced
4814	CM Cornerstone Management Duluth, Georgia	$341K	$0	1	0.09%	Maintained
4815	JWBC John W. Brooker & Co Oakland, California	$339K	-$40K	4	0.19%	Reduced
4816	NCP NexWave Capital Partners New York	$336K	$0	1	0.87%	Maintained
4817	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$333K	-$322K	1	0.01%	Reduced
4818	LPWM Lake Point Wealth Management Rockwall, Texas	$333K	+$11.7K	19	0.15%	Increased
4819	AAM Ameraudi Asset Management New York	$332K	-$1.46K	1	0.14%	Reduced
4820	HCIA Hochman Cole Investment Advisors Deerfield, Illinois	$332K	-$6.4K	1	0.13%	Reduced
4821	SFG SageGuard Financial Group Goodlettsville, Tennessee	$330K	-$9.44M	1	5.18%	Reduced
4822	CI Chartist Inc Seal Beach, California	$329K	+$291	1	0.16%	Increased
4823	NEGWA New England Guild Wealth Advisors Avon, Connecticut	$320K	+$291	1	0.17%	Increased
4824	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$313K	-$11.3K	4	0.13%	Reduced
4825	EWM Echo Wealth Management Plymouth, Minnesota	$313K	-$13.5K	1	0.37%	Reduced