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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	HPCM Hunter Perkins Capital Management Lombard, Illinois	$864K	-$79K	1	0.18%	Reduced
5352	CFC Coyle Financial Counsel Glenview, Illinois	$855K	+$34.5K	1	0.38%	Increased
5353	AFG Affinia Financial Group Burlington, Massachusetts	$852K	+$208K	2	0.59%	Increased
5354	LFA LifeGuide Financial Advisors Mechanicsburg, Pennsylvania	$849K	+$32.9K	2	0.57%	Increased
5355	LAM Lifestyle Asset Management Friendswood, Texas	$847K	+$165K	3	0.51%	Increased
5356	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$843K	+$292K	9	0.34%	Increased
5357	RWM Ruedi Wealth Management Champaign, Illinois	$842K	$0	7	0.49%	Maintained
5358	CWM Collaborative Wealth Management Lake Mary, Florida	$842K	-$55.5K	1	0.5%	Reduced
5359	F4L Fortune 45 LLC Gonzales, Louisiana	$835K	+$32.3K	1	0.85%	Increased
5360	BMD Better Money Decisions Santa Fe, New Mexico	$835K	-$77.4K	1	0.68%	Reduced
5361	SM Sensible Money Scottsdale, Arizona	$833K	-$39.2K	1	0.61%	Reduced
5362	LWMNY Landmark Wealth Management (New York) Melville, New York	$831K	-$987K	1	0.74%	Reduced
5363	APW Axim Planning & Wealth Springboro, Ohio	$830K	+$30.1K	1	0.75%	Increased
5364	SS Sound Stewardship Overland Park, Kansas	$826K	-$31.3K	1	0.54%	Reduced
5365	ONPI Owls Nest Partners IA Chadds Ford, Pennsylvania	$825K	+$770K	1	0.25%	New
5366	MAM Must Asset Management Seoul, South Korea	$822K	-$546K	1	2.27%	Reduced
5367	SMG Smart Money Group Eastland, Texas	$822K	+$37.9K	1	0.39%	Increased
5368	TLP Tri Locum Partners New York	$822K	+$556K	1	0.31%	New
5369	CWM Chicago Wealth Management Chicago, Illinois	$817K	-$382K	1	0.62%	Reduced
5370	VCS Vaughan & Co Securities Ridgewood, New Jersey	$817K	-$3.23K	1	0.58%	Reduced
5371	ES ETF Store Overland Park, Kansas	$811K	+$2.19K	1	0.57%	Increased
5372	UWM USAdvisors Wealth Management Eden Prairie, Minnesota	$809K	-$25.4K	1	0.38%	Reduced
5373	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$807K	+$188K	1	1.53%	Increased
5374	NECFA New England Capital Financial Advisors Meriden, Connecticut	$806K	-$139K	11	0.53%	Reduced
5375	HCPC Hamilton Capital Partners (Canada) Toronto,	$801K	-$142K	2	0.29%	Reduced