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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
5176	PWS Precision Wealth Strategies Saint Louis, Missouri	$4.51M	-$788K	5	1.36%	Reduced
5177	GPFA Game Plan Financial Advisors Westlake, Ohio	$4.51M	-$350K	7	1.68%	Reduced
5178	JBA Johnson Bixby & Associates Vancouver, Washington	$4.5M	-$256K	4	0.5%	Reduced
5179	GA Gordian Advisors Tucson, Arizona	$4.5M	-$299K	3	2.65%	Reduced
5180	WMA William Mack & Associates Troy, Michigan	$4.5M	+$1.04M	2	1.58%	Increased
5181	EWA Emergent Wealth Advisors Williamsville, New York	$4.5M	+$238K	3	2.34%	Increased
5182	LRWM Lord & Richards Wealth Management Highlands Ranch, Colorado	$4.49M	+$1.07M	3	3.52%	Increased
5183	LFA Laraway Financial Advisors Saint Cloud, Minnesota	$4.49M	-$84K	3	2.73%	Reduced
5184	VIP Viewpoint Investment Partners Calgary, Alberta, Canada	$4.49M	+$351K	2	1.55%	Increased
5185	IF IRON Financial Northbrook, Illinois	$4.49M	-$111K	5	1.85%	Reduced
5186	MA MBA Advisors Hermitage, Pennsylvania	$4.49M	+$138K	3	1.51%	Increased
5187	PCWA Pacific Capital Wealth Advisors Corona, California	$4.49M	-$189K	4	0.68%	Reduced
5188	SBF Sara-Bay Financial Sarasota, Florida	$4.48M	+$232K	5	1.19%	Increased
5189	PHIMC Private Harbour Investment Management & Counsel Sagamore Hills, Ohio	$4.48M	+$7.28K	1	5.31%	Increased
5190	CBT CoreFirst Bank & Trust Topeka, Kansas	$4.47M	+$16.9K	9	2.22%	Increased
5191	MPW MA Private Wealth San Carlos, California	$4.47M	-$554K	5	0.67%	Reduced
5192	RCM Requisite Capital Management Dallas, Texas	$4.46M	-$298K	5	0.74%	Reduced
5193	BWCS Beirne Wealth Consulting Services Shelton, Connecticut	$4.45M	+$373K	2	0.88%	Increased
5194	MWM Meadowbrook Wealth Management Garden City, New York	$4.45M	-$444K	3	4.79%	Reduced
5195	OWMIAS One Wealth Management Investment & Advisory Services Miami Beach, Florida	$4.45M	-$656K	2	4.67%	Reduced
5196	CCA Cora Capital Advisors Marlton, New Jersey	$4.45M	+$1.22K	2	1.25%	Increased
5197	EFA Englebert Financial Advisers Allentown, Pennsylvania	$4.44M	-$489K	3	4.38%	Reduced
5198	CFG Carter Financial Group Barrington, Illinois	$4.44M	-$16.4K	4	2.3%	Reduced
5199	CI Corient IA Miami, Florida	$4.44M	-$581K	11	4.09%	Reduced
5200	OIS OneAscent Investment Solutions Birmingham, Alabama	$4.44M	-$1.04M	6	4.2%	Reduced