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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
4826	AWAP Alliance Wealth Advisors (Pennsylvania) Scranton, Pennsylvania	$5.89M	+$336K	4	1.91%	Increased
4827	NI Nuance Investments Kansas City, Missouri	$5.89M	+$1.61M	2	1%	Increased
4828	PWM Proathlete Wealth Management Boca Raton, Florida	$5.89M	-$56.1K	18	1.46%	Reduced
4829	RFS Richardson Financial Services Medway, Massachusetts	$5.89M	+$102K	16	3.34%	Increased
4830	MAMG Milestone Asset Management Group Avon, Connecticut	$5.88M	-$106K	6	2.96%	Reduced
4831	PCM Potomac Capital Management New York	$5.88M	+$925K	5	4.01%	Increased
4832	TWML Todd Wealth Management, LLC Venice, Florida	$5.88M	+$515K	2	4.46%	Increased
4833	SIG North Trading Bala Cynwyd, Pennsylvania	$5.87M	+$625K	3	0.11%	Increased
4834	SP Successful Portfolios Clearwater, Florida	$5.87M	-$41.2K	5	2.74%	Reduced
4835	WG Warner Group Madison, Connecticut	$5.87M	+$3.62M	3	1.45%	Increased
4836	NCM Next Capital Management New York	$5.87M	+$560K	4	1.58%	Increased
4837	CFC Coyle Financial Counsel Glenview, Illinois	$5.87M	+$867K	3	1.07%	Increased
4838	OAJ Ogorek Anthony Joseph Williamsville, New York	$5.86M	-$770K	31	1.46%	Reduced
4839	FPI Financial Plan Inc Bellingham, Washington	$5.85M	+$145K	3	0.55%	Increased
4840	CIEC Crédit Industriel et Commercial Paris France, France	$5.84M	-$29.5M	6	0.38%	Reduced
4841	WWM Walser Wealth Management Tampa, Florida	$5.84M	-$891K	5	2.43%	Reduced
4842	DG DMC Group Birmingham, Alabama	$5.84M	-$825K	6	4%	Reduced
4843	UW Unique Wealth Clearwater, Florida	$5.84M	-$1.26M	4	0.68%	Reduced
4844	SC Slotnik Capital Dallas, Texas	$5.83M	+$5.11M	1	1.51%	New
4845	VAM Virtue Asset Management Barrington, Illinois	$5.83M	-$1.66M	2	4.09%	Reduced
4846	BFA Blueprint Financial Advisors Greensboto, North Carolina	$5.82M	+$6.31M	1	0.65%	New
4847	RDFA Ritter Daniher Financial Advisory Cincinnati, Ohio	$5.81M	-$363K	12	0.89%	Reduced
4848	PA Prairie Advisory Leawood, Kansas	$5.81M	+$6.25M	3	1.36%	New
4849	NFP Narus Financial Partners Salt Lake City, Utah	$5.81M	-$172K	5	1.49%	Reduced
4850	FDS First Dallas Securities Dallas, Texas	$5.79M	-$1.79M	4	1.92%	Reduced