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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
5426	TWM Tanglewood Wealth Management Houston, Texas	$261K	$0	1	0.04%	Maintained
5427	WH Whitcomb & Hess Ashland, Ohio	$258K	+$85.8K	1	0.11%	Increased
5428	FSWA Financial Synergies Wealth Advisors Houston, Texas	$257K	+$55.8K	22	0.04%	Increased
5429	AC Avant Capital Lafayette, Louisiana	$257K	+$13.6K	1	0.33%	Increased
5430	SH Svenska Handelsbanken Stockholm, Sweden	$257K	$0	1	4.36%	Maintained
5431	AM Atwater Malick Lancaster, Pennsylvania	$255K	$0	1	0.13%	Maintained
5432	WMG WESCAP Management Group Glendale, California	$254K	-$213K	1	0.09%	Reduced
5433	MWA Martel Wealth Advisors Vancouver, Washington	$252K	$0	1	0.07%	Maintained
5434	FPCG Forum Private Client Group Fishers, Indiana	$252K	-$211K	1	0.18%	Reduced
5435	SG Strid Group Newtown Square, Pennsylvania	$252K	-$343K	1	0.06%	Reduced
5436	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$251K	+$4.07K	2	0.01%	Increased
5437	CM Cornerstone Management Duluth, Georgia	$250K	$0	8	0.07%	Maintained
5438	YAL Your Advocates Ltd Houston, Texas	$249K	+$9.99K	8	0.15%	Increased
5439	CIEP Constellation Investimentos e Participacoes Sao Paulo, Brazil	$246K	-$68.6K	1	0.18%	Reduced
5440	ICMP Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania	$245K	+$14.9K	1	0.22%	Increased
5441	RBC Rye Brook Capital Greenwich, Connecticut	$245K	+$81.4K	1	0.15%	Increased
5442	BFP Briaud Financial Planning College Station, Texas	$243K	$0	1	0.16%	Maintained
5443	CCA Cadent Capital Advisors Tulsa, Oklahoma	$243K	-$618K	1	0.14%	Reduced
5444	SAM Silverhawk Asset Management Scottsdale, Arizona	$243K	$0	1	0.22%	Maintained
5445	SFG Sage Financial Group W. Conshohocken, Pennsylvania	$242K	+$256K	1	0.03%	New
5446	WCWM Wooster Corthell Wealth Management Glastonbury, Connecticut	$242K	-$814	1	0.07%	Reduced
5447	IA IFS Advisors Overland Park, Kansas	$240K	+$135	6	0.64%	Increased
5448	BAWC Boyce & Associates Wealth Consulting Cedar Park, Texas	$239K	$0	1	0.43%	Maintained
5449	PHAM Portland Hill Asset Management London, United Kingdom	$239K	$0	2	0.32%	Maintained
5450	SL Savior LLC Wellesley Hills, Massachusetts	$239K	+$22.4K	5	0.22%	Increased