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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	SWA Sightline Wealth Advisors Groton, Connecticut	$686K	+$543	1	0.67%	Increased
5202	STCOSD Sageworth Trust Company of South Dakota Sioux Falls, South Dakota	$682K	-$78.9K	28	1.41%	Reduced
5203	AWM Alterna Wealth Management Houston, Texas	$680K	-$372K	1	0.69%	Reduced
5204	APS American Planning Services Sun City Center, Florida	$675K	-$27.1K	2	0.75%	Reduced
5205	CFO Capitol Family Office Beaverton, Oregon	$674K	$0	1	0.69%	Maintained
5206	PIN Prudent Investors Network Lake Forest, California	$672K	-$9.77K	2	0.35%	Reduced
5207	RFP Roth Financial Partners Kingwood, Texas	$672K	-$625K	2	0.54%	Reduced
5208	MWM MBE Wealth Management Tomah, Wisconsin	$671K	$0	1	0.47%	Maintained
5209	VFPW Vantage Financial Partners (Wisconsin) Elm Grove, Wisconsin	$671K	+$7.87K	2	0.4%	Increased
5210	MCA Maryland Capital Advisors Chester, Maryland	$670K	+$2.44K	7	0.71%	Increased
5211	SC Schubert & Co Mckinney, Texas	$669K	+$244K	74	0.62%	Increased
5212	UFF USA Financial Formulas Ada, Michigan	$669K	-$2.94M	19	0.84%	Reduced
5213	GCM Glaxis Capital Management Sarasota, Florida	$668K	-$2.55M	1	10.19%	Reduced
5214	HAS Holland Advisory Services Ormond Beach, Florida	$667K	+$1.36K	1	0.8%	Increased
5215	SAM Sequent Asset Management Houston, Texas	$667K	+$13.6K	1	0.49%	Increased
5216	GWAM Guardian Wealth Advisors (Minnesota) St Louis Park, Minnesota	$666K	+$26.6K	2	0.61%	Increased
5217	BWM Biltmore Wealth Management Tempe, Arizona	$665K	-$770K	2	0.29%	Reduced
5218	FI FIDELIS iM Medford, Oregon	$661K	+$1.09K	1	0.44%	Increased
5219	SA SL Advisors Westfield, New Jersey	$657K	+$2.63K	1	1.57%	Increased
5220	NC Nokomis Capital Dallas, Texas	$651K	-$32.8K	1	0.26%	Reduced
5221	WCM Windham Capital Management Boston, Massachusetts	$649K	$0	1	0.15%	Maintained
5222	TIM Total Investment Management Scottsdale, Arizona	$648K	-$74.9K	1	0.12%	Reduced
5223	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$646K	+$28.8K	18	0.5%	Increased
5224	SAS Sanford Advisory Services Portage, Michigan	$641K	+$82.8K	2	0.18%	Increased
5225	JRFS James Reed Financial Services Cleveland, Ohio	$638K	$0	1	0.88%	Maintained