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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
5376	AWM Altus Wealth Management Ft Mitchell, Kentucky	$461K	+$50.5K	1	0.32%	Increased
5377	TF Theory Financial Fort Collins, Colorado	$458K	-$22.3K	1	0.3%	Reduced
5378	SAM Silverhawk Asset Management Scottsdale, Arizona	$454K	$0	1	0.36%	Maintained
5379	GWA Geometric Wealth Advisors Washington, District of Columbia	$452K	+$15.9K	1	1.35%	Increased
5380	ALWM Andrews Lucia Wealth Management Danville, California	$450K	$0	1	0.4%	Maintained
5381	CWR Chico Wealth RIA Chico, California	$449K	+$438K	1	0.36%	New
5382	GSC Ground Swell Capital Folly Beach, South Carolina	$448K	-$1.82M	1	1.15%	Reduced
5383	IFA Interactive Financial Advisors New Lenox, Illinois	$448K	-$214K	3	0.21%	Reduced
5384	CI Cordant Inc Portland, Oregon	$445K	+$434K	72	0.28%	Increased
5385	CWM Chicago Wealth Management Chicago, Illinois	$443K	$0	1	0.3%	Maintained
5386	Millburn Ridgefield Corp New York	$441K	+$263K	1	0.03%	Increased
5387	BWM Benchmark Wealth Management Old Lyme, Connecticut	$440K	-$19.3K	1	0.3%	Reduced
5388	TPW TL Private Wealth Southlake, Texas	$440K	$0	1	0.23%	Maintained
5389	AWM Avondale Wealth Management West Lake Hills, Texas	$439K	-$436K	7	0.52%	Reduced
5390	KWP Keystone Wealth Partners Chandler, Arizona	$437K	-$149K	1	0.2%	Reduced
5391	MC Meteora Capital Boca Raton, Florida	$434K	+$391K	1	0.16%	New
5392	FWM Fortress Wealth Management Culver City, California	$433K	+$45.1K	1	0.33%	Increased
5393	TA Teramo Advisors Naples, Florida	$432K	$0	1	0.22%	Maintained
5394	EH EMG Holdings Old Greenwich, Connecticut	$430K	-$300K	1	0.04%	Reduced
5395	GIA Goodwin Investment Advisory Woodstock, Georgia	$430K	-$27.9K	5	0.29%	Reduced
5396	LHWM Lake Hills Wealth Management Austin, Texas	$426K	-$296K	1	0.31%	Reduced
5397	UID Union Investments & Development Tel Aviv, Israel	$426K	-$186K	2	0.15%	Reduced
5398	FLC Fifth Lane Capital Austin, Texas	$425K	-$652K	1	0.26%	Reduced
5399	SCA SMH Capital Advisors Fort Worth, Texas	$423K	+$14.5K	1	0.69%	Increased
5400	Delta Accumulation LLC Sausalito, California	$421K	+$301	2	0.03%	Increased