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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	HWM Howard Wealth Management Madison, Connecticut	$1.1M	-$26.3K	1	0.96%	Reduced
5252	SPWM Straight Path Wealth Management Jenison, Michigan	$1.1M	+$190K	2	0.76%	Increased
5253	LFS Lutz Financial Services Omaha, Nebraska	$1.1M	+$76.5K	1	0.12%	Increased
5254	KHC Koesten Hirschmann & Crabtree Overland Park, Kansas	$1.1M	-$92.8K	4	0.83%	Reduced
5255	MAG Mayfair Advisory Group Birmingham, Alabama	$1.1M	-$33.2K	1	1.09%	Reduced
5256	AA Aufman Associates Sewickley, Pennsylvania	$1.09M	-$39.5K	2	0.9%	Reduced
5257	W WPWealth Fort Worth, Texas	$1.09M	+$122K	1	0.47%	Increased
5258	W WorthPointe La Jolla, California	$1.09M	+$479K	2	0.66%	Increased
5259	PD Planning Directions Glen Mills, Pennsylvania	$1.09M	+$1.57K	1	0.79%	Increased
5260	WIM Warwick Investment Management Bryan, Texas	$1.09M	+$354K	2	0.43%	Increased
5261	BFC Banc Funds Company Chicago, Illinois	$1.09M	$0	2	0.13%	Maintained
5262	TFA TPG Financial Advisors Portland, Oregon	$1.08M	+$38.2K	2	0.57%	Increased
5263	AWM Aspire Wealth Management Waltham, Massachusetts	$1.08M	+$313	1	0.82%	Increased
5264	FWMM Foundation Wealth Management (Missouri) Clayton, Missouri	$1.08M	-$7.52K	1	1.06%	Reduced
5265	JMF Johnson Midwest Financial Glidden, Iowa	$1.08M	-$7.19K	16	0.96%	Reduced
5266	NFW Noble Family Wealth Clearwater, Florida	$1.07M	$0	2	0.35%	Maintained
5267	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$1.07M	-$9.4K	8	0.34%	Reduced
5268	CSIA Carl Stuart Investment Advisor Austin, Texas	$1.07M	-$13.8M	2	0.82%	Reduced
5269	M MYeCFO La Jolla, California	$1.07M	+$89.6K	2	0.77%	Increased
5270	EC Estate Counselors Thiensville, Wisconsin	$1.06M	$0	1	0.13%	Maintained
5271	CWA Capital Wealth Alliance Scottsdale, Arizona	$1.06M	-$94.6K	2	0.8%	Reduced
5272	FWM ForthRight Wealth Management Alpharetta, Georgia	$1.06M	-$56K	2	0.44%	Reduced
5273	FCC Flower City Capital Pittsford, New York	$1.06M	+$412K	1	1.23%	Increased
5274	SCM Stonehearth Capital Management Danvers, Massachusetts	$1.06M	+$191K	4	0.56%	Increased
5275	BFS Beacon Financial Strategies Raleigh, North Carolina	$1.06M	-$32.6K	3	0.86%	Reduced