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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	SCA SMH Capital Advisors Fort Worth, Texas	$420K	-$9.41K	1	0.83%	Reduced
5402	SAM Stone Asset Management Austin, Texas	$420K	+$405K	1	0.25%	New
5403	MSWMA Market Street Wealth Management Advisors Indianapolis, Indiana	$418K	-$32.1K	1	0.14%	Reduced
5404	AFA Atlas Financial Advisors Oroville, California	$413K	+$398K	1	0.39%	New
5405	T TrueFG Cedar Park, Texas	$412K	$0	1	0.18%	Maintained
5406	SC Shellback Capital Boston, Massachusetts	$408K	-$81.3M	1	0.02%	Reduced
5407	MWC MKD Wealth Coaches Troy, Michigan	$407K	-$34K	1	0.56%	Reduced
5408	SAM Strategic Asset Management Rochester, Minnesota	$404K	+$90.9K	10	0.56%	Increased
5409	LW Libra Wealth Los Gatos, California	$401K	+$376K	1	0.26%	New
5410	NCP NexWave Capital Partners New York	$401K	$0	1	0.93%	Maintained
5411	NWA Navis Wealth Advisors Rye Brook, New York	$400K	-$17.3K	1	0.34%	Reduced
5412	IPW IronBridge Private Wealth Austin, Texas	$399K	-$5.66M	15	0.21%	Reduced
5413	TSA Tri-Star Advisors Houston, Texas	$399K	$0	1	0.17%	Maintained
5414	AAM Ameraudi Asset Management New York	$397K	$0	1	0.15%	Maintained
5415	FA Financial Advantage Columbia, Maryland	$391K	+$75.8K	4	0.32%	Increased
5416	WAM WFA Asset Management Whitefish Bay, Wisconsin	$391K	+$398K	4	0.26%	New
5417	PIFP Partners in Financial Planning Salem, Virginia	$388K	$0	1	0.12%	Maintained
5418	AA AlphaCentric Advisors San Juan, Puerto Rico	$388K	-$1.19M	4	0.11%	Reduced
5419	NEGWA New England Guild Wealth Advisors Avon, Connecticut	$382K	$0	1	0.19%	Maintained
5420	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$380K	$0	1	0.01%	Maintained
5421	DWM Dopkins Wealth Management Williamsville, New York	$375K	+$361K	1	0.37%	New
5422	WFPG Waller Financial Planning Group Columbus, Ohio	$366K	$0	1	0.09%	Maintained
5423	LWP Laurel Wealth Planning Edina, Minnesota	$364K	-$37.9K	7	0.28%	Reduced
5424	WIC Whitegate Investment Counselors Concord, New Hampshire	$360K	-$27.8M	1	0.11%	Reduced
5425	BP BCK Partners Corning, New York	$355K	-$97.3K	1	0.21%	Reduced