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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
4926	WWM WJ Wealth Management Glendale, Arizona	$1.27M	+$515K	1	0.9%	Increased
4927	CM CM Management Gulf Breeze, Florida	$1.26M	+$43.6K	2	1.35%	Increased
4928	ODG O'Dell Group Cincinnati, Ohio	$1.26M	-$761K	28	0.45%	Reduced
4929	WJA Willis Johnson & Associates Houston, Texas	$1.26M	+$25K	1	0.18%	Increased
4930	CCA Cottonwood Capital Advisors Salt Lake City, Utah	$1.26M	-$492K	2	1.14%	Reduced
4931	NCMW Northern Capital Management (Washington) Spokane, Washington	$1.26M	+$814	1	1.23%	Increased
4932	SCM SevenOneSeven Capital Management Lancaster, Pennsylvania	$1.25M	+$26.2K	4	2.92%	Increased
4933	CAG Curtis Advisory Group Santa Barbara, California	$1.25M	-$1.9K	1	0.5%	Reduced
4934	PWS Paragon Wealth Strategies Jacksonville, Florida	$1.25M	-$199K	1	1.41%	Reduced
4935	B BetterWealth San Jose, California	$1.25M	+$4.16K	2	0.62%	Increased
4936	IIA Integral Investment Advisors Turlock, California	$1.25M	-$499K	2	1.06%	Reduced
4937	NIM NXG Investment Management Dallas, Texas	$1.25M	-$5.34M	3	0.13%	Reduced
4938	JPLA Joseph P. Lucia & Associates Yorktown Heights, New York	$1.25M	+$119K	7	0.88%	Increased
4939	RWM Reston Wealth Management Reston, Virginia	$1.24M	-$191K	1	0.69%	Reduced
4940	SJIA St. James Investment Advisors Port Jefferson, New York	$1.24M	-$2.02M	1	2.51%	Reduced
4941	Tenor Capital Management New York	$1.23M	$0	2	0.03%	Maintained
4942	ACM Ascendant Capital Management Los Angeles, California	$1.23M	+$1.3M	1	3.64%	New
4943	PWC PYA Waltman Capital Knoxville, Tennessee	$1.23M	+$54K	8	0.69%	Increased
4944	SPA Sentinel Pension Advisors Wakefield, Massachusetts	$1.23M	+$40.4K	2	0.41%	Increased
4945	VF Vista Finance Clayton, Missouri	$1.22M	+$1.05M	2	1.59%	Increased
4946	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$1.21M	-$20.4K	2	0.01%	Reduced
4947	BWA BlueSky Wealth Advisors New Bern, North Carolina	$1.21M	-$19K	4	0.27%	Reduced
4948	AWM Aprio Wealth Management Atlanta, Georgia	$1.21M	+$535K	2	0.48%	Increased
4949	BWM Brickley Wealth Management San Mateo, California	$1.21M	+$129K	1	0.37%	Increased
4950	AAM Alken Asset Management London, United Kingdom	$1.21M	$0	1	6.27%	Maintained