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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
4901	DFS Dixon Fnancial Services Lafayette, California	$1.34M	-$3.26K	1	0.98%	Reduced
4902	BWM Blossom Wealth Management San Ramon, Ca, California	$1.34M	+$216K	2	6.77%	Increased
4903	Wescott Financial Advisory Group Philadelphia, Pennsylvania	$1.34M	+$661K	2	0.36%	Increased
4904	AWMG Alliance Wealth Management Group Flemington, New Jersey	$1.33M	+$201K	2	0.49%	Increased
4905	SCP Silverleafe Capital Partners Germantown, Tennessee	$1.33M	+$58.6K	1	0.79%	Increased
4906	LWM Lionsbridge Wealth Management Jacksonville Beach, Florida	$1.32M	-$1.63M	1	1.53%	Reduced
4907	Denali Advisors San Diego, California	$1.32M	+$446K	4	0.58%	Increased
4908	PVI Pura Vida Investments New York	$1.32M	$0	1	0.08%	Maintained
4909	Sun Life Financial Toronto, Ontario, Canada	$1.32M	-$275K	1	0.1%	Reduced
4910	VBFP Valtinson Bruner Financial Planning New Brighton, Minnesota	$1.32M	-$3.53K	2	0.8%	Reduced
4911	DT Daniels + Tansey Wilmington, Delaware	$1.32M	+$5.16K	4	0.51%	Increased
4912	RCI RS Crum Inc Newport Beach, California	$1.31M	+$271	2	0.67%	Increased
4913	Austin Asset Management Austin, Texas	$1.31M	-$244K	3	0.47%	Reduced
4914	SCM Stamina Capital Management New York	$1.31M	-$668K	2	0.79%	Reduced
4915	EE EWG Elevate Roseville, California	$1.31M	+$14.4K	1	0.64%	Increased
4916	SWM Shelton Wealth Management Fort Worth, Texas	$1.31M	+$13.9K	2	1.11%	Increased
4917	CAP Columbia Advisory Partners Spokane, Washington	$1.3M	+$67K	1	1.49%	Increased
4918	Wealthcare Capital Management Richmond, Virginia	$1.3M	+$457K	2	0.14%	Increased
4919	BA BCM Advisors Lafayette, Louisiana	$1.3M	+$5.61K	1	0.36%	Increased
4920	AIM Axiom Investment Management New York	$1.29M	-$280K	3	3.72%	Reduced
4921	WCP Welch Capital Partners Harrison, New York	$1.28M	+$450K	2	0.39%	Increased
4922	BWP Bernardo Wealth Planning Harleysville, Pennsylvania	$1.28M	+$39.4K	3	0.73%	Increased
4923	Westside Investment Management Santa Monica, California	$1.27M	+$398K	18	2.88%	Increased
4924	Raffa Wealth Management Washington, District of Columbia	$1.27M	+$31.6K	52	0.58%	Increased
4925	SFP Sterling Financial Planning Sparta, New Jersey	$1.27M	-$19.5K	3	0.89%	Reduced