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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
5251	ES ETF Store Overland Park, Kansas	$574K	+$1.36K	1	0.47%	Increased
5252	CFC Coyle Financial Counsel Glenview, Illinois	$573K	-$23.9K	1	0.31%	Reduced
5253	CIR Clear Investment Research Alpharetta, Georgia	$572K	+$814	7	1.26%	Increased
5254	JFGLC Johnson Financial Group LLC (Colorado) Denver, Colorado	$569K	-$223K	1	0.12%	Reduced
5255	CI CPR Investments Rochester, Michigan	$566K	-$1.4M	1	0.85%	Reduced
5256	SCP Sender Company & Partners New York	$565K	-$4.56M	2	1.19%	Reduced
5257	CWM Comprehensive Wealth Management Lynnwood, Washington	$564K	+$9.23K	1	0.49%	Increased
5258	MAP Milestone Advisory Partners Southern Pines, North Carolina	$564K	-$305K	2	0.46%	Reduced
5259	JMF Johnson Midwest Financial Glidden, Iowa	$563K	+$2.04K	11	0.76%	Increased
5260	GWAG Garrett Wealth Advisory Group Weatherford, Texas	$559K	-$215K	2	0.3%	Reduced
5261	ACA Ascension Capital Advisors Houston, Texas	$557K	$0	1	0.55%	Maintained
5262	Howard Capital Management Roswell, Georgia	$557K	+$76.5K	1	0.16%	Increased
5263	WF Whelan Financial Fresno, California	$557K	-$202K	1	0.38%	Reduced
5264	BSWM Boston Standard Wealth Management Winchester, Massachusetts	$542K	+$1.09K	1	0.17%	Increased
5265	SMG Smart Money Group Eastland, Texas	$536K	-$12.2K	1	0.37%	Reduced
5266	AWA Artemis Wealth Advisors New York	$532K	+$8.91K	3	0.15%	Increased
5267	HMS Hanseatic Management Services Albuquerque, New Mexico	$532K	+$494K	4	1.21%	Increased
5268	GIS Grayhawk Investment Strategies Calgary, Alberta, Canada	$531K	+$415K	6	0.23%	New
5269	BA Ballew Advisors Jackson, Mississippi	$529K	-$15.5K	1	0.48%	Reduced
5270	CAAM Cornerstone Advisors Asset Management Bethlehem, Pennsylvania	$526K	-$81K	1	0.37%	Reduced
5271	HCRE Hoya Capital Real Estate Rowayton, Connecticut	$525K	$0	1	15.25%	Maintained
5272	BA Bivin & Associates Ponca City, Oklahoma	$524K	-$42.2K	10	0.56%	Reduced
5273	PC Plaisance Capital Denver, Colorado	$524K	+$591K	1	0.3%	New
5274	SCA SMH Capital Advisors Fort Worth, Texas	$523K	+$61K	1	0.71%	Increased
5275	TPW Tiller Private Wealth Bethlehem, Pennsylvania	$522K	-$87.9K	1	0.32%	Reduced