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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
5126	MWM McNaughton Wealth Management San Diego, California	$827K	+$210K	1	0.58%	Increased
5127	Regents of the University of California Oakland, California	$825K	$0	2	0.17%	Maintained
5128	ZCM Zenyatta Capital Management Dover, Delaware	$825K	-$883K	1	0.63%	Reduced
5129	AWM Aspire Wealth Management Waltham, Massachusetts	$824K	+$17.9K	1	0.76%	Increased
5130	NRA NSI Retail Advisors Warrendale, Pennsylvania	$822K	$0	1	0.18%	Maintained
5131	FS Ferguson Shapiro Decatur, Georgia	$820K	+$92K	1	0.51%	Increased
5132	HC Hoese & Co Glencoe, Minnesota	$819K	-$68.4K	5	0.92%	Reduced
5133	KCGDR Kiron Capital Gestao de Recursos Sao Paulo, Brazil	$819K	-$89.8K	1	2.21%	Reduced
5134	AAM Ameraudi Asset Management New York	$817K	+$543K	1	0.34%	Increased
5135	JF Joule Financial Lexington, Kentucky	$817K	+$828K	2	0.64%	New
5136	MW Milestone Wealth Buffalo, New York	$817K	+$191K	8	0.86%	Increased
5137	RMC Regis Management Company Menlo Park, California	$815K	-$3.06M	1	0.18%	Reduced
5138	NS Newman & Schimel Deerfield, Illinois	$811K	-$53.2K	1	0.39%	Reduced
5139	PP PFS Partners Mine Hill, New Jersey	$809K	+$14.8K	14	0.79%	Increased
5140	IAG Investmark Advisory Group Shelton, Connecticut	$807K	+$323K	1	0.8%	Increased
5141	Charles Schwab Investment Advisory San Francisco, California	$806K	+$166K	1	0%	Increased
5142	PGF Plan Group Financial Oklahoma City, Oklahoma	$802K	+$848K	2	1.38%	New
5143	PD Planning Directions Glen Mills, Pennsylvania	$802K	+$1.36K	1	0.61%	Increased
5144	WMRU William Marsh Rice University Houston, Texas	$800K	-$567K	2	0.6%	Reduced
5145	EGWAG Elwood & Goetz Wealth Advisory Group Athens, Georgia	$797K	-$34.7K	1	0.27%	Reduced
5146	FWM FSA Wealth Management Needham, Massachusetts	$795K	-$1.42M	1	2.2%	Reduced
5147	JCA January Capital Advisors San Francisco, California	$795K	$0	1	0.71%	Maintained
5148	PWM Provident Wealth Management Brentwood, Tennessee	$795K	+$271	2	0.5%	Increased
5149	E ETFidea Syracuse, New York	$793K	+$126K	2	0.4%	Increased
5150	GCM G2 Capital Management Columbus, Ohio	$791K	+$58.6K	1	0.37%	Increased