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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
5276	NWMG National Wealth Management Group Cincinnati, Ohio	$691K	+$667K	1	0.65%	New
5277	SMG Smart Money Group Eastland, Texas	$689K	+$69.1K	1	0.44%	Increased
5278	HCRE Hoya Capital Real Estate Rowayton, Connecticut	$687K	+$663K	1	14.27%	New
5279	NCM Newfoundland Capital Management Sao Paulo, Brazil	$686K	+$1.05M	1	0.24%	New
5280	DC DeDora Capital Napa, California	$685K	-$8.61M	1	0.39%	Reduced
5281	AWA Alaska Wealth Advisors Anchorage, Alaska	$684K	+$155K	1	0.12%	Increased
5282	NI NFC Investments Memphis, Tennessee	$680K	-$29.2K	1	0.14%	Reduced
5283	PFG Pinnacle Financial Group Western Springs, Illinois	$680K	+$655K	2	0.53%	New
5284	BMD Better Money Decisions Santa Fe, New Mexico	$678K	-$682K	1	0.57%	Reduced
5285	WCM Wallace Capital Management Dallas, Texas	$676K	+$227K	2	0.09%	Increased
5286	FFP Forbes Financial Planning East Greenwich, Rhode Island	$674K	+$650K	1	0.66%	New
5287	RPG Resource Planning Group Atlanta, Georgia	$674K	-$1.04M	1	0.45%	Reduced
5288	PCI Pacifica Capital Investments Leander, Texas	$671K	$0	1	0.21%	Maintained
5289	ES ETF Store Overland Park, Kansas	$669K	+$722K	1	0.5%	New
5290	TFA Tranquilli Financial Advisor Clinton, New Jersey	$669K	-$101K	2	0.47%	Reduced
5291	ETIA Epic Trust Investment Advisors Richland, Washington	$668K	+$644K	1	0.97%	New
5292	PWM Provident Wealth Management Brentwood, Tennessee	$668K	+$304K	2	0.44%	Increased
5293	EPWM Essex Private Wealth Management Topsfield, Massachusetts	$667K	-$324K	1	0.56%	Reduced
5294	TB Treynor Bancshares Treynor, Iowa	$667K	+$643K	1	0.43%	New
5295	UID Union Investments & Development Tel Aviv, Israel	$667K	+$646K	3	0.22%	New
5296	JMF Johnson Midwest Financial Glidden, Iowa	$666K	+$52.5K	11	0.5%	Increased
5297	VU Vanderbilt University Nashville, Tennessee	$659K	-$599K	1	0.14%	Reduced
5298	AWM AAF Wealth Management Westborough, Massachusetts	$651K	+$213K	1	0.47%	Increased
5299	JC Jentner Corp Akron, Ohio	$649K	+$36.3K	1	0.43%	Increased
5300	SAM Silverhawk Asset Management Scottsdale, Arizona	$646K	+$967K	1	0.52%	New