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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
5326	ACM Armbruster Capital Management Pittsford, New York	$4.02M	-$1.37M	5	0.6%	Reduced
5327	AGAM AK Global Asset Management Oakland, California	$4.01M	-$290K	2	3.39%	Reduced
5328	BAMG Brand Asset Management Group Chesterfield, Missouri	$4.01M	+$440K	6	0.89%	Increased
5329	MLFP MPS Loria Financial Planners Burr Ridge, Illinois	$4M	-$371K	4	0.92%	Reduced
5330	OF Outfitter Financial Brunswick, Maine	$4M	+$273K	5	2.8%	Increased
5331	WAG Wilkerson Advisory Group Columbia, Missouri	$4M	+$27.9K	22	1.23%	Increased
5332	IDA Intelligence Driven Advisers Carlsbad, California	$3.99M	+$2.14M	4	0.65%	Increased
5333	AWC Adamsbrown Wealth Consultants Wichita, Kansas	$3.99M	+$515K	4	0.75%	Increased
5334	AFA Allium Financial Advisors Lake Oswego, Oregon	$3.98M	-$221K	2	2.61%	Reduced
5335	PLFS Provident Living Financial Services Lehi, Utah	$3.98M	+$1.11M	6	3.92%	Increased
5336	ODE O'Domhnaill Enterprises Cody, Wyoming	$3.98M	+$2.51M	2	3.18%	Increased
5337	BC BDFS Capital Rehoboth Beach, Delaware	$3.98M	-$133K	4	1.73%	Reduced
5338	FF Farrell Financial Orchard Park, New York	$3.97M	+$437K	2	2.15%	Increased
5339	SLP Storen Legacy Partners Zionsville, Indiana	$3.97M	-$104K	4	1.08%	Reduced
5340	TM Tikvah Management Charlotte, North Carolina	$3.97M	-$6.84M	1	1.21%	Reduced
5341	WLIM White Lighthouse Investment Management Bedford, Massachusetts	$3.96M	+$102K	3	0.49%	Increased
5342	KL KilterHowling LLC Boulder, Colorado	$3.95M	+$172K	4	1.77%	Increased
5343	VBFP Valtinson Bruner Financial Planning New Brighton, Minnesota	$3.95M	-$134K	2	0.99%	Reduced
5344	NA NWM Advisors San Luis Obispo, California	$3.95M	+$275K	1	3.11%	Increased
5345	FSBI Fearless Solutions (Best Invest) San Antonio, Texas	$3.95M	+$849K	4	2.08%	Increased
5346	DG Dala Group Hoffman Estates, Illinois	$3.95M	+$105K	3	3.25%	Increased
5347	FWM Fingerlakes Wealth Management Ithaca, New York	$3.95M	+$4.01K	3	2.12%	Increased
5348	JIG Junk Investment Group Hunt Valley, Maryland	$3.95M	-$13.3K	4	1.75%	Reduced
5349	CW Code Waechter Tampa, Florida	$3.94M	-$9.39K	3	2.04%	Reduced
5350	LWPC Legacy Wealth Partners (Colorado) Lakewood, Colorado	$3.94M	+$106K	3	0.88%	Increased