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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
5226	LW Libra Wealth Los Gatos, California	$637K	-$1.22K	2	0.46%	Reduced
5227	MFA Morling Financial Advisors Fremont, California	$636K	+$70.8K	1	0.83%	Increased
5228	AWA Archvest Wealth Advisors Concord, California	$635K	+$60.3K	1	0.63%	Increased
5229	WIM Warwick Investment Management Bryan, Texas	$635K	+$813	2	0.31%	Increased
5230	CIS Continental Investors Services Longview, Washington	$633K	-$11.9K	1	1.85%	Reduced
5231	ZCM Zebra Capital Management Stamford, Connecticut	$631K	-$249K	3	1.85%	Reduced
5232	APC Asset Planning Corporation Knoxville, Tennessee	$630K	+$13.8K	1	0.55%	Increased
5233	LA Linden Advisors New York	$629K	-$8.95M	1	0.01%	Reduced
5234	TWP Tower Wealth Partners Lewisburg, Pennsylvania	$629K	-$525K	1	0.84%	Reduced
5235	KLI Kelman-Lazarov Inc Memphis, Tennessee	$628K	$0	1	0.21%	Maintained
5236	BG Benedetti & Gucer Atlanta, Georgia	$622K	-$522K	1	0.42%	Reduced
5237	IWP IAG Wealth Partners Waukesha, Wisconsin	$622K	-$5.64K	11	0.2%	Reduced
5238	B BloombergSen Toronto, Ontario, Canada	$621K	-$21.3M	3	0.04%	Reduced
5239	FF Francis Financial	$620K	+$650K	1	0.55%	New
5240	EW Element Wealth Ridgeland, Mississippi	$619K	+$49.9K	1	0.62%	Increased
5241	AC AWM Capital Phoenix, Arizona	$610K	-$608K	2	0.3%	Reduced
5242	PBF Petix & Botte Financial La Mesa, California	$605K	-$639K	1	0.45%	Reduced
5243	UWM USAdvisors Wealth Management Eden Prairie, Minnesota	$602K	-$724K	1	0.3%	Reduced
5244	GWM Grand Wealth Management Grand Rapids, Michigan	$600K	-$27.1K	1	0.31%	Reduced
5245	RWG Ratio Wealth Group Denver, Colorado	$597K	+$543	1	0.19%	Increased
5246	FFL Future Fund LLC Chicago, Illinois	$596K	-$611K	2	1.35%	Reduced
5247	SMF Sterling Manor Financial Saratoga Springs, New York	$588K	-$55.6K	1	0.72%	Reduced
5248	AL ACAS LLC Rancho Santa Fe, California	$580K	+$33.4K	1	0.87%	Increased
5249	HI Harper Investing Santa Clara, California	$579K	+$43.7K	1	0.59%	Increased
5250	BTIM BancFirst Trust & Investment Management Oklahoma City, Oklahoma	$577K	-$77.9K	1	0.45%	Reduced