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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	SEM Strategic Equity Management Tucson, Arizona	$426K	+$19.5K	1	0.22%	Increased
5327	CWR Chico Wealth RIA Chico, California	$424K	+$58.1K	2	0.34%	Increased
5328	SPW Surience Private Wealth Yakima, Washington	$424K	-$116K	1	0.64%	Reduced
5329	ACM Anfield Capital Management Irvine, California	$423K	+$489K	1	0.19%	New
5330	NWA Navis Wealth Advisors Rye Brook, New York	$417K	$0	1	0.45%	Maintained
5331	GC Gruss & Co West Palm Beach, Florida	$416K	-$16.3K	1	2.9%	Reduced
5332	IAMH IvyRock Asset Management (HK) Sheung Wan, Hong Kong	$413K	$0	1	0.26%	Maintained
5333	LI LVZ Inc Holland, Michigan	$411K	$0	1	0.07%	Maintained
5334	HFA Highland Financial Advisors Wayne, New Jersey	$408K	+$432K	1	0.28%	New
5335	PC Phoenician Capital New York	$407K	-$491K	1	0.33%	Reduced
5336	WHCM Wolf Hill Capital Management Greenwich, Connecticut	$407K	$0	1	0.09%	Maintained
5337	AWM Avondale Wealth Management West Lake Hills, Texas	$404K	+$5.67K	4	0.47%	Increased
5338	NEPPG New England Professional Planning Group Westerly, Rhode Island	$400K	-$200K	1	0.28%	Reduced
5339	TPW TL Private Wealth Southlake, Texas	$399K	$0	1	0.23%	Maintained
5340	GI Glovista Investments Jersey City, New Jersey	$395K	$0	1	0.16%	Maintained
5341	BWM Benchmark Wealth Management Old Lyme, Connecticut	$392K	+$27.1K	1	0.29%	Increased
5342	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$390K	-$32.8K	3	0.5%	Reduced
5343	JC JCSD Capital Walnut Creek, California	$390K	+$445K	1	0.45%	New
5344	TP Truvvo Partners New York	$390K	+$1.09K	1	6.51%	Increased
5345	HWA Hilltop Wealth Advisors Chapel Hill, North Carolina	$389K	$0	1	0.38%	Maintained
5346	SAM Stone Asset Management Austin, Texas	$388K	+$81.4K	1	0.24%	Increased
5347	W WorthPointe La Jolla, California	$388K	-$30.9K	1	0.33%	Reduced
5348	HWM Howard Wealth Management Madison, Connecticut	$387K	-$532K	1	0.41%	Reduced
5349	PHM Prospect Hill Management Short Hills, New Jersey	$386K	+$63.4K	1	0.31%	Increased
5350	AWM Altus Wealth Management Ft Mitchell, Kentucky	$385K	+$1.09K	1	0.3%	Increased