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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
5076	CGA Channing Global Advisors Miami, Florida	$4.97M	-$1.39M	2	2.57%	Reduced
5077	NWM Nolet Wealth Management Fort Worth, Texas	$4.97M	+$326K	7	2.74%	Increased
5078	DWM DecisionMap Wealth Management Great Falls, Virginia	$4.97M	+$536K	3	2.78%	Increased
5079	JCFM JBR Co Financial Management Ardmore, Oklahoma	$4.96M	-$29.7K	5	1.81%	Reduced
5080	RW RVW Wealth Los Angeles, California	$4.96M	+$53K	6	0.33%	Increased
5081	WIM Waycross Investment Management Bellingham, Washington	$4.96M	+$1.75M	3	3.77%	Increased
5082	NAMNJ NorthStar Asset Management (New Jersey) Hackettstown, New Jersey	$4.95M	-$449K	4	2.01%	Reduced
5083	VCM Vines Capital Management Monroe, Louisiana	$4.94M	-$100K	3	4.05%	Reduced
5084	TF TLWM Financial San Antonio, Texas	$4.93M	-$1.13M	4	0.8%	Reduced
5085	SI SCP Investment Orinda, California	$4.92M	+$5.69M	1	4.54%	New
5086	TPWM Twelve Points Wealth Management Concord, Massachusetts	$4.92M	-$71.7K	7	0.99%	Reduced
5087	NWWA New Wave Wealth Advisors Springdale, Arkansas	$4.91M	-$238K	6	1.34%	Reduced
5088	PCMNC Piedmont Capital Management (North Carolina) Greensboro, North Carolina	$4.91M	-$134K	4	3%	Reduced
5089	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$4.91M	-$4.58K	5	1.72%	Reduced
5090	PWM Paulson Wealth Management Wheaton, Illinois	$4.89M	+$42.2K	5	1.04%	Increased
5091	IFPG Intrepid Financial Planning Group Carmel, Indiana	$4.88M	-$98K	4	1.66%	Reduced
5092	SWA Strata Wealth Advisors Dallas, Texas	$4.88M	-$452K	5	1.19%	Reduced
5093	YIM Yoffe Investment Management Lemoyne, Pennsylvania	$4.87M	$0	2	5.57%	Maintained
5094	PWM Platt Wealth Management San Diego, California	$4.86M	+$97.1K	1	3.91%	Increased
5095	Vanguard Capital Wealth Advisors Denver, Colorado	$4.86M	+$52.7K	4	3.29%	Increased
5096	TAM Timucuan Asset Management Jacksonville, Florida	$4.86M	$0	1	0.18%	Maintained
5097	FLP Financial Life Planners Tempe, Arizona	$4.86M	+$225K	10	3.12%	Increased
5098	KPWG KFA Private Wealth Group Tysons, Virginia	$4.85M	-$311K	4	1.17%	Reduced
5099	CFG CKW Financial Group Honolulu, Hawaii	$4.85M	+$424K	14	0.48%	Increased
5100	BWG Beta Wealth Group San Diego, California	$4.85M	+$33.3K	5	1.82%	Increased