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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
5051	OBWP O'Brien Wealth Partners Waltham, Massachusetts	$987K	-$87.6K	3	0.41%	Reduced
5052	SEA Stegent Equity Advisors Houston, Texas	$984K	-$1.04M	2	1.28%	Reduced
5053	BWIA Bryant Woods Investment Advisors Getzville, New York	$983K	+$31.9K	2	0.93%	Increased
5054	BFS Beacon Financial Strategies Raleigh, North Carolina	$982K	+$247K	3	0.92%	Increased
5055	ACA Ackerman Capital Advisors Dallas, Texas	$982K	-$271	1	0.26%	Reduced
5056	AWM Activest Wealth Management Aventure, Florida	$980K	+$99.3K	19	0.69%	Increased
5057	CWA Capital Wealth Alliance Scottsdale, Arizona	$979K	+$26.3K	2	0.68%	Increased
5058	SRG SBB Research Group Northbrook, Illinois	$978K	+$29K	1	0.39%	Increased
5059	SM Soapstone Management Bethesda, Maryland	$977K	$0	1	0.41%	Maintained
5060	AWM Abound Wealth Management Franklin, Tennessee	$977K	-$11.1K	1	0.54%	Reduced
5061	HA HFG Advisors Cincinatti, Ohio	$976K	+$356K	2	1.32%	Increased
5062	LPP Life Planning Partners Jacksonville, Florida	$975K	$0	5	1.1%	Maintained
5063	FC Financial Council Towson, Maryland	$974K	+$8.96K	1	1.22%	Increased
5064	PFA Plotkin Financial Advisors Chevy Chase, Maryland	$971K	+$103K	3	0.92%	Increased
5065	BL Bleichroeder LP New York	$970K	-$568K	3	0.2%	Reduced
5066	VAM Vienna Asset Management Saratoga, California	$969K	-$7.36M	2	3.57%	Reduced
5067	SOAG Silver Oak Advisory Group Portland, Oregon	$964K	-$23.6K	1	0.68%	Reduced
5068	SPI Sutton Place Investors Katonah, New York	$961K	-$12.7K	2	1.4%	Reduced
5069	FWM FFT Wealth Management Philadelphia, Pennsylvania	$959K	+$79.4K	2	0.11%	Increased
5070	SAM Sandbar Asset Management London, United Kingdom	$958K	+$1.03M	1	0.44%	New
5071	WFPG Waller Financial Planning Group Columbus, Ohio	$953K	+$718K	2	0.28%	Increased
5072	CF Corrigan Financial Middletown, Rhode Island	$950K	-$1.36M	1	0.34%	Reduced
5073	SWP ShoreHaven Wealth Partners Red Bank, New Jersey	$948K	+$177K	1	0.68%	Increased
5074	EA Eclectic Associates Fullerton, California	$947K	+$2.17K	2	0.64%	Increased
5075	FA Fortis Advisors Wayne, Pennsylvania	$946K	-$455K	9	0.63%	Reduced