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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	PA Prossimo Advisors San Luis Obispo, California	$567K	+$539K	1	1.31%	New
5402	UWM USAdvisors Wealth Management Eden Prairie, Minnesota	$564K	-$6.24K	1	0.27%	Reduced
5403	PSF Pacific Sun Financial Los Angeles, California	$563K	-$514K	1	0.4%	Reduced
5404	CCM Contrarian Capital Management Greenwich, Connecticut	$562K	+$108K	1	0.14%	Increased
5405	APW Axim Planning & Wealth Springboro, Ohio	$560K	+$58.4K	1	0.58%	Increased
5406	ETS ESL Trust Services Rochester, New York	$554K	-$24K	1	0.19%	Reduced
5407	F4L Fortune 45 LLC Gonzales, Louisiana	$553K	-$480	1	0.61%	Reduced
5408	FFL Future Fund LLC Chicago, Illinois	$553K	+$19.9K	2	1.89%	Increased
5409	LAM Lifestyle Asset Management Friendswood, Texas	$551K	+$528K	2	0.44%	New
5410	MAP Milestone Advisory Partners Southern Pines, North Carolina	$549K	$0	2	0.41%	Maintained
5411	Hershey Trust Company Hershey, Pennsylvania	$545K	$0	1	0%	Maintained
5412	AL ACAS LLC Rancho Santa Fe, California	$542K	+$542K	1	0.84%	New
5413	TPW Tiller Private Wealth Bethlehem, Pennsylvania	$541K	+$47.5K	1	0.32%	Increased
5414	SMG Smart Money Group Eastland, Texas	$536K	+$9.6K	1	0.28%	Increased
5415	RWG Ratio Wealth Group Denver, Colorado	$535K	-$720	1	0.15%	Reduced
5416	CWR Chico Wealth RIA Chico, California	$534K	-$47K	2	0.6%	Reduced
5417	GWM Grand Wealth Management Grand Rapids, Michigan	$533K	-$33.6K	1	0.33%	Reduced
5418	SCA SMH Capital Advisors Fort Worth, Texas	$531K	+$11.6K	1	0.77%	Increased
5419	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$528K	-$135K	1	1.05%	Reduced
5420	IPW Intergy Private Wealth Colorado Springs, Colorado	$528K	+$502K	2	0.33%	New
5421	WLPWM Walled Lake Planning & Wealth Management Winnetka, Illinois	$527K	-$1.18M	1	0.36%	Reduced
5422	HMS Hanseatic Management Services Albuquerque, New Mexico	$523K	-$103K	4	1.33%	Reduced
5423	AFS AFG Fiduciary Services Hingham, Massachusetts	$520K	-$11K	2	0.49%	Reduced
5424	MRWM ML&R Wealth Management Austin, Texas	$518K	+$20.6K	1	0.15%	Increased
5425	GFL Granite FO LLC Bedford, New Hampshire	$517K	+$487K	6	0.4%	New