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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
5401	AFA Antonelli Financial Advisors Grosse Pointe, Michigan	$3.76M	+$1.43M	4	2.58%	Increased
5402	APW Aurora Private Wealth Rockaway, New Jersey	$3.76M	+$214K	5	2.39%	Increased
5403	RIM Rockbridge Investment Management Syracuse, New York	$3.74M	+$7.58K	2	0.3%	Increased
5404	PAM Pacific Asset Management Gig Harbor, Washington	$3.73M	+$134K	1	1.83%	Increased
5405	BWM Braeburn Wealth Management Muskegon, Michigan	$3.72M	-$279K	3	1.6%	Reduced
5406	MWA Medallion Wealth Advisors Farmington, Connecticut	$3.72M	-$3.92M	40	1.17%	Reduced
5407	LW Livet Wealth Salt Lake City, Utah	$3.72M	+$83.4K	6	2.15%	Increased
5408	NF Napier Financial Braintree, Massachusetts	$3.72M	-$164K	20	0.77%	Reduced
5409	LWM LongView Wealth Management Atlanta, Georgia	$3.72M	-$622K	4	0.95%	Reduced
5410	EC Edenbrook Capital Mt. Kisco, New York	$3.72M	+$3.53M	1	0.75%	New
5411	VAMG Voisard Asset Management Group Grand Rapids, Michigan	$3.71M	+$628K	4	0.7%	Increased
5412	AFO Arrowroot Family Office Marina Del Rey, California	$3.71M	+$158K	4	1.06%	Increased
5413	PFA Pathway Financial Advisors South Burlington, Vermont	$3.7M	-$44.1K	2	0.43%	Reduced
5414	PBF Petix & Botte Financial La Mesa, California	$3.7M	+$2.05M	3	0.74%	Increased
5415	MCM M1 Capital Management Bloomfield Hills, Michigan	$3.7M	+$425K	3	1.37%	Increased
5416	AWMG Alliance Wealth Management Group Flemington, New Jersey	$3.7M	-$6.19K	4	0.72%	Reduced
5417	LIA Limestone Investment Advisors New York	$3.7M	-$9.68M	5	0.27%	Reduced
5418	OFA Oak Family Advisors Chicago, Illinois	$3.69M	-$1.66M	4	0.94%	Reduced
5419	BC Brio Consultants San Francisco, California	$3.69M	+$762K	6	0.43%	Increased
5420	LA Layline Advisors Rochester, New York	$3.68M	-$121K	7	3.3%	Reduced
5421	TPF Tribridge Partners Financial Columbia, Maryland	$3.68M	-$60.7K	2	1.44%	Reduced
5422	WMN Wealth Management Nebraska Norfolk, Nebraska	$3.68M	-$68.7K	4	0.33%	Reduced
5423	TBWA Three Bridge Wealth Advisors Los Altos, California	$3.67M	-$361K	4	0.92%	Reduced
5424	IAP Indie Asset Partners Carmel, Indiana	$3.67M	+$79.2K	3	3.51%	Increased
5425	PFA Plotkin Financial Advisors Chevy Chase, Maryland	$3.66M	+$94.1K	3	1.52%	Increased