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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
5351	DC Darrow Company Needham, Massachusetts	$520K	+$694K	1	0.46%	New
5352	BSG Black Swift Group Boulder, Colorado	$517K	-$739K	1	0.15%	Reduced
5353	GI Glovista Investments Jersey City, New Jersey	$517K	+$498K	1	0.14%	New
5354	SRA Summit Rock Advisors New York	$517K	+$573K	1	0.31%	New
5355	TFP Triune Financial Partners Overland Park, Kansas	$513K	+$489K	2	0.26%	New
5356	JMG Financial Group Downers Grove, Illinois	$511K	+$25.9K	1	0.03%	Increased
5357	HWA Hilltop Wealth Advisors Chapel Hill, North Carolina	$509K	$0	1	0.35%	Maintained
5358	TP Truvvo Partners New York	$508K	-$44.7M	1	5.42%	Reduced
5359	BW Basepoint Wealth Cedar Rapids, Iowa	$506K	+$488K	1	0.5%	New
5360	JWM JFG Wealth Management Denver, Colorado	$504K	-$15.6K	1	0.19%	Reduced
5361	BWM Benchmark Wealth Management Old Lyme, Connecticut	$501K	-$10.7K	1	0.32%	Reduced
5362	GIA Goodwin Investment Advisory Woodstock, Georgia	$499K	-$3.7K	5	0.37%	Reduced
5363	CAAM Cornerstone Advisors Asset Management Bethlehem, Pennsylvania	$498K	+$468K	1	0.38%	New
5364	MAWAG Mid-American Wealth Advisory Group Kansas City, Missouri	$495K	+$477K	1	0.4%	New
5365	BA Ballew Advisors Jackson, Mississippi	$491K	+$3.24K	1	0.34%	Increased
5366	AFG Affinia Financial Group Burlington, Massachusetts	$490K	+$48K	1	0.32%	Increased
5367	OCM Orchard Capital Management Chicago, Illinois	$488K	$0	1	0.14%	Maintained
5368	Delta Accumulation LLC Sausalito, California	$485K	+$498K	2	0.05%	New
5369	CWM Chicago Wealth Management Chicago, Illinois	$484K	-$9.73K	1	0.32%	Reduced
5370	IWP IAG Wealth Partners Waukesha, Wisconsin	$484K	+$22.1K	10	0.16%	Increased
5371	MCM Moon Capital Management New York	$482K	+$705K	1	0.13%	New
5372	BC Brio Consultants San Francisco, California	$481K	-$9.45M	1	0.11%	Reduced
5373	SSW Stone Summit Wealth Miami, Florida	$481K	+$464K	1	0.39%	New
5374	W WorthPointe La Jolla, California	$481K	+$575K	1	0.43%	New
5375	GG Gleason Group Prospect, Kentucky	$479K	+$312K	3	0.16%	Increased