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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
5201	CWA Cura Wealth Advisors Chicago, Illinois	$4.43M	+$469K	5	1.89%	Increased
5202	SCP Stevens Capital Partners Omaha, Nebraska	$4.43M	+$1.22M	2	0.84%	Increased
5203	RPC Royal Palms Capital Whitefish, Montana	$4.43M	+$2.64K	2	3.9%	Increased
5204	KPPF Klein Pavlis & Peasley Financial Irvine, California	$4.43M	+$922K	3	2.3%	Increased
5205	RIA Rhodes Investment Advisors Fort Worth, Texas	$4.42M	+$593K	4	3.25%	Increased
5206	P8IP Pier 88 Investment Partners San Francisco, California	$4.42M	-$2.06M	12	1.05%	Reduced
5207	DM Diker Management New York	$4.42M	-$541K	3	3.4%	Reduced
5208	PFM Phillips Financial Management Fort Wayne, Indiana	$4.42M	-$365K	6	0.32%	Reduced
5209	YMRC Yorktown Management & Research Company Forest, Virginia	$4.42M	-$4.09M	8	2.71%	Reduced
5210	AGC ARP Global Capital Dubai,	$4.41M	+$3.96M	1	1.9%	New
5211	MP Moment Partners San Francisco, California	$4.41M	+$57.4K	5	0.79%	Increased
5212	GWM Greenline Wealth Management Boca Raton, Florida	$4.41M	+$220K	2	3.62%	Increased
5213	FFO Fortitude Family Office Scottsdale, Arizona	$4.4M	+$178K	97	0.85%	Increased
5214	LIP Landmark Investment Partners West Palm Beach, Florida	$4.4M	+$827K	1	1.1%	Increased
5215	CMANY Capital Management Associates (New York) New York	$4.4M	+$401K	3	5.66%	Increased
5216	TWM Tripletail Wealth Management Orlando, Florida	$4.4M	-$4.45K	16	5.06%	Reduced
5217	IWP Innova Wealth Partners Newtown, Pennsylvania	$4.39M	+$94.2K	4	1.8%	Increased
5218	TS TradeWell Securities Fort Wayne, Indiana	$4.39M	+$339K	2	1.57%	Increased
5219	MCA McGuire Capital Advisors Bethany, Oklahoma	$4.38M	-$3.27M	20	2.39%	Reduced
5220	HKIMG Hutchens & Kramer Investment Management Group Carmel, Indiana	$4.37M	-$1.56M	7	1.17%	Reduced
5221	OFG OmniStar Financial Group Wilmington, North Carolina	$4.37M	+$536K	4	2.01%	Increased
5222	SA Sonoma Allocations Santa Rosa, California	$4.37M	-$127K	4	1.36%	Reduced
5223	BBNB Baker Boyer National Bank Walla Walla, Washington	$4.36M	-$4.16M	2	1.2%	Reduced
5224	LCM LuminArx Capital Management New York	$4.36M	+$3.28M	1	0.41%	Increased
5225	NWA Northwest Wealth Advisors Bellingham, Washington	$4.35M	+$101K	1	2.5%	Increased