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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
5301	MWM McNaughton Wealth Management San Diego, California	$4.09M	+$577K	2	1.45%	Increased
5302	WIP WealthCare Investment Partners Portsmouth, Rhode Island	$4.09M	-$44.5K	3	0.99%	Reduced
5303	CWA Cascade Wealth Advisors Wenatchee, Washington	$4.09M	+$37.8K	2	1.64%	Increased
5304	S Sachetta Lynnfield, Massachusetts	$4.09M	+$52.3K	40	1.99%	Increased
5305	LTM Lotus Technology Management Orlando, Florida	$4.08M	+$2.3M	3	5.01%	Increased
5306	WDL Well Done LLC Holland, Michigan	$4.08M	-$55.2K	4	0.55%	Reduced
5307	OBWA Oak Barrel Wealth Advisory Reston, Virginia	$4.08M	+$4.47M	3	1.8%	New
5308	ACM Aubrey Capital Management Edinburgh, United Kingdom	$4.08M	-$1.15M	1	2.55%	Reduced
5309	NG Navigation Group Redwood City, California	$4.07M	-$409K	5	0.79%	Reduced
5310	KRW Kaufman Rossin Wealth Miami, Florida	$4.07M	+$656K	6	1.93%	Increased
5311	RTC Riverview Trust Company Vancouver, Washington	$4.06M	-$56.1K	5	4.84%	Reduced
5312	RIS Retirement Income Solutions Ann Arbor, Michigan	$4.06M	-$408K	5	0.7%	Reduced
5313	PGFG Pine Grove Financial Group Woodbury, Minnesota	$4.05M	+$159K	5	0.41%	Increased
5314	KFG Kelly Financial Group Wethersfield, Connecticut	$4.04M	+$22.4K	2	0.9%	Increased
5315	KFG Kingdom Financial Group Peoria, Arizona	$4.04M	-$628K	32	1.03%	Reduced
5316	CWM Cherrydale Wealth Management Hoboken, New Jersey	$4.04M	+$51.5K	4	1.06%	Increased
5317	IPW IronBridge Private Wealth Austin, Texas	$4.04M	+$2.13M	2	1.33%	Increased
5318	BW Blalock Williams Alexander City, Alabama	$4.04M	+$298K	4	2.62%	Increased
5319	GFA Gallagher Fiduciary Advisors Rolling Meadows, Illinois	$4.03M	+$33.4K	5	0.13%	Increased
5320	SCM Saxony Capital Management St. Louis, Missouri	$4.03M	-$46.4K	3	1.85%	Reduced
5321	FCM Flagship Capital Management Media, Pennsylvania	$4.03M	+$339K	2	2.55%	Increased
5322	POIA Pin Oak Investment Advisors Houston, Texas	$4.03M	-$154K	17	2.87%	Reduced
5323	PFA Pettinga Financial Advisors Evansville, Indiana	$4.02M	-$158K	3	0.64%	Reduced
5324	SCI Silver Coast Investments San Diego, United States	$4.02M	+$416K	7	1.2%	Increased
5325	CHIA Copper Harbor Investment Advisors Appleton, Wisconsin	$4.02M	+$4.32M	2	0.85%	New