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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	FFWM Future Financial Wealth Management Cincinnati, Ohio	$946K	-$309K	2	0.92%	Reduced
5077	EC Elequin Capital New York	$936K	+$90.2K	38	0.21%	Increased
5078	PCI Planning Center Inc Moline, Illinois	$934K	+$26.3K	2	0.74%	Increased
5079	SHWM Smith & Howard Wealth Management Atlanta, Georgia	$932K	-$95K	1	0.39%	Reduced
5080	FWA FSC Wealth Advisors Fishkill, New York	$931K	+$81K	11	8.25%	Increased
5081	BMD Better Money Decisions Santa Fe, New Mexico	$929K	+$450K	21	0.79%	Increased
5082	CPR CSU Producer Resources Fairfield, Ohio	$923K	$0	1	3.6%	Maintained
5083	SCM Stordahl Capital Management Greenwood Village, Colorado	$922K	-$73.3K	1	0.35%	Reduced
5084	VCS Vaughan & Co Securities Ridgewood, New Jersey	$920K	-$56.6K	1	0.74%	Reduced
5085	AA Aufman Associates Sewickley, Pennsylvania	$918K	+$1.63K	2	0.87%	Increased
5086	CFP Curran Financial Partners Daniel Island, South Carolina	$918K	+$16K	1	0.43%	Increased
5087	GFP Guardian Financial Partners Orange, California	$913K	-$588K	1	1.02%	Reduced
5088	BWA Beam Wealth Advisors Covington, Louisiana	$912K	+$99.9K	1	1.01%	Increased
5089	GSAM Grant Street Asset Management Canonsburg, Pennsylvania	$908K	+$216K	1	0.47%	Increased
5090	NFGCM Norman Fields Gottscho Capital Management New York	$900K	$0	2	0.41%	Maintained
5091	CIG Cairn Investment Group Vancouver, Washington	$899K	-$158K	1	0.7%	Reduced
5092	CCM Colorado Capital Management Boulder, Colorado	$899K	-$35.3K	1	0.73%	Reduced
5093	YWS Yarger Wealth Strategies Westerville, Ohio	$899K	-$8.41K	1	1.16%	Reduced
5094	QWM Quaker Wealth Management Moorestown, New Jersey	$898K	+$48.3K	1	0.45%	Increased
5095	CIAS CBIZ Investment Advisory Services Independence, Ohio	$897K	-$470K	1	0.08%	Reduced
5096	F4L Fortune 45 LLC Gonzales, Louisiana	$897K	+$41.3K	2	1.03%	Increased
5097	AA ACT Advisors Asheville, North Carolina	$895K	-$22.5K	1	0.66%	Reduced
5098	TFA TPG Financial Advisors Portland, Oregon	$895K	$0	2	0.6%	Maintained
5099	Facet Wealth Inc Baltimore, Maryland	$892K	-$445K	1	0.08%	Reduced
5100	GCL Gouws Capital LLC Charlotte, North Carolina	$885K	-$303K	2	0.84%	Reduced