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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	KWP Keystone Wealth Partners Chandler, Arizona	$643K	-$420K	1	0.28%	Reduced
5302	TI Telemetry Investments New York	$643K	+$56.9K	2	0.83%	Increased
5303	HA HFG Advisors Cincinatti, Ohio	$641K	+$611K	2	0.72%	New
5304	JFGLC Johnson Financial Group LLC (Colorado) Denver, Colorado	$641K	+$122K	2	0.1%	Increased
5305	AFS AFG Fiduciary Services Hingham, Massachusetts	$640K	+$613K	2	0.45%	New
5306	FWM ForthRight Wealth Management Alpharetta, Georgia	$634K	-$5.38K	2	0.35%	Reduced
5307	HPA High Probability Advisors Pittsford, New York	$630K	+$46.4K	1	0.23%	Increased
5308	LL LPWM LLC Minneapolis, Minnesota	$628K	$0	2	0.33%	Maintained
5309	SWMG Sanchez Wealth Management Group Jacksonville, Florida	$618K	+$1.13K	2	0.26%	Increased
5310	BF Blankinship & Foster Solana Beach, California	$616K	$0	1	0.23%	Maintained
5311	WSWA Warren Street Wealth Advisors Newport Beach, California	$616K	+$594K	1	0.57%	New
5312	AL ACAS LLC Rancho Santa Fe, California	$612K	+$6.81K	1	0.79%	Increased
5313	EAM Exos Asset Management New York	$612K	-$527K	4	0.32%	Reduced
5314	BAM Banta Asset Management Newport Beach, California	$611K	$0	1	0.46%	Maintained
5315	CM Cornerstone Management Duluth, Georgia	$609K	+$261K	6	0.17%	Increased
5316	CFO Custos Family Office Austin, Texas	$606K	+$584K	1	0.54%	New
5317	CCA Conservest Capital Advisors Wynnewood, Pennsylvania	$595K	+$3.24K	1	0.06%	Increased
5318	BC Belmont Capital Los Angeles, California	$594K	-$362K	3	0.47%	Reduced
5319	RK Rather & Kittrell Knoxville, Tennessee	$593K	+$604K	17	0.52%	New
5320	FSWA Financial Synergies Wealth Advisors Houston, Texas	$585K	+$220K	1	0.08%	Increased
5321	SC Sarissa Consulting Santa Monica, California	$584K	+$792K	1	0.75%	New
5322	EPP ETF Portfolio Partners Leawood, Kansas	$581K	-$350K	2	0.22%	Reduced
5323	WAM Warberg Asset Management Winnetka, Illinois	$581K	+$491K	1	0.11%	New
5324	CFG Compton Financial Group Towson, Maryland	$578K	-$14.6K	1	0.24%	Reduced
5325	TLFA True Link Financial Advisors San Francisco, California	$578K	-$87.6K	8	0.08%	Reduced