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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
5026	AIFAIM American Institute for Advanced Investment Management Scottsdale, Arizona	$5.16M	-$81.3K	4	2.98%	Reduced
5027	DP Denver PWM Denver, Colorado	$5.16M	+$52.3K	4	1.69%	Increased
5028	BCM Brookmont Capital Management Dallas, Texas	$5.15M	+$653K	2	2.76%	Increased
5029	HFP Holistic Financial Partners Indianapolis, Indiana	$5.15M	-$1.92M	6	3.15%	Reduced
5030	WFA WJ Financial Advisors Killingworth, Connecticut	$5.14M	-$575K	5	3.78%	Reduced
5031	FF Farrow Financial Randolph, Vermont	$5.14M	+$50K	3	2.75%	Increased
5032	EGWAG Elwood & Goetz Wealth Advisory Group Athens, Georgia	$5.13M	-$90.6K	4	0.76%	Reduced
5033	OPWM Oxinas Partners Wealth Management Jeffersonville, Indiana	$5.12M	-$766K	3	2.02%	Reduced
5034	PC Pecaut & Co Sioux City, Iowa	$5.12M	-$141K	2	1.56%	Reduced
5035	WKSWA White Knight Strategic Wealth Advisors Princeton, New Jersey	$5.12M	+$382K	3	3.58%	Increased
5036	FDW Fourth Dimension Wealth Middleburg Heights, Ohio	$5.11M	+$806K	15	1.62%	Increased
5037	GC GatePass Capital Independence, Ohio	$5.11M	+$90.4K	5	1.94%	Increased
5038	MPCG Matrix Private Capital Group New York	$5.1M	+$69.9K	3	2.22%	Increased
5039	CPWL Coquina Private Wealth LLC Port Charlotte, Florida	$5.1M	+$253K	4	3.46%	Increased
5040	SCA Scott Capital Advisors Portland, Oregon	$5.1M	+$47.3K	1	0.8%	Increased
5041	XPN XY Planning Network Bozeman, Montana	$5.09M	+$1.99M	4	0.64%	Increased
5042	LI LVZ Inc Holland, Michigan	$5.09M	+$1.48M	5	0.52%	Increased
5043	PHWM Pine Harbor Wealth Management Silver Spring, Maryland	$5.09M	+$7.68K	3	1.36%	Increased
5044	CCMG Connecticut Capital Management Group Milford, Connecticut	$5.09M	+$95.2K	5	4.1%	Increased
5045	WW Westshore Wealth Newport Beach, California	$5.09M	+$123K	4	1.58%	Increased
5046	WAG Wallace Advisory Group Lafayette, California	$5.08M	-$655K	6	4.78%	Reduced
5047	TWP Tenet Wealth Partners Champaign, Illinois	$5.08M	+$5.47M	3	3.78%	New
5048	MIM Merrion Investment Management Cranford, New Jersey	$5.08M	-$6.07K	3	2.4%	Reduced
5049	IFO Intrepid Family Office Sarasota, Florida	$5.07M	+$582K	3	3.75%	Increased
5050	NI NCP Inc La Quinta, California	$5.07M	-$107K	5	7.05%	Reduced