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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	LA Linden Advisors New York	$800K	$0	2	0.01%	Maintained
5377	UCIG Ulrich Consultants & Investment Group Albuquerque, New Mexico	$795K	+$348K	1	1.92%	Increased
5378	SPIO Seven Post Investment Office San Francisco, California	$783K	-$108K	2	0.24%	Reduced
5379	FFL Future Fund LLC Chicago, Illinois	$782K	+$108K	2	7.44%	Increased
5380	CCM Contrarian Capital Management Greenwich, Connecticut	$781K	+$23.5K	1	0.21%	Increased
5381	AWA Authentikos Wealth Advisory Morgan Hill, California	$777K	-$3.15K	2	0.73%	Reduced
5382	CCA Conservest Capital Advisors Wynnewood, Pennsylvania	$774K	+$50.1K	1	0.09%	Increased
5383	BA Ballew Advisors Jackson, Mississippi	$771K	$0	1	0.56%	Maintained
5384	LCM Lunt Capital Management Holladay, Utah	$761K	+$612K	2	0.41%	New
5385	DT Daniels + Tansey Wilmington, Delaware	$755K	-$180K	3	0.25%	Reduced
5386	AI Auour Investments Woburn, Massachusetts	$751K	+$691K	1	0.32%	New
5387	AC Almitas Capital Santa Monica, California	$751K	+$618K	1	0.32%	New
5388	GWM Grand Wealth Management Grand Rapids, Michigan	$747K	-$4.39K	1	0.44%	Reduced
5389	ARIS Advanced Research Investment Solutions Los Angeles, California	$745K	+$686K	1	0.43%	New
5390	GCL Gouws Capital LLC Charlotte, North Carolina	$742K	-$72.1K	1	0.61%	Reduced
5391	FI FIDELIS iM Medford, Oregon	$737K	+$1.25K	1	0.42%	Increased
5392	OCFG O'Connor Financial Group Quincy, Illinois	$736K	+$21.9K	1	0.51%	Increased
5393	SWM Seaside Wealth Management Carlsbad, California	$733K	+$4.23K	2	0.38%	Increased
5394	BWM Brown Wealth Management Naperville, Illinois	$723K	+$665K	1	0.37%	New
5395	SW Signify Wealth Saint Louis, Missouri	$722K	+$665K	1	0.62%	New
5396	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$722K	-$90.9K	6	0.39%	Reduced
5397	CWM Core Wealth Management Jupiter, Florida	$719K	-$7.21K	2	0.36%	Reduced
5398	LL LPWM LLC Minneapolis, Minnesota	$714K	$0	2	0.32%	Maintained
5399	CAAM Cornerstone Advisors Asset Management Bethlehem, Pennsylvania	$702K	+$211K	2	0.3%	Increased
5400	TWP TFO Wealth Partners Maumee, Ohio	$700K	+$435K	27	0.15%	Increased