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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	ACA Ascension Capital Advisors Houston, Texas	$516K	-$15.8K	1	0.5%	Reduced
5427	PWS Private Wealth Strategies New Albany, Ohio	$513K	-$117K	1	0.14%	Reduced
5428	SWMG Sanchez Wealth Management Group Jacksonville, Florida	$513K	+$1.71K	2	0.25%	Increased
5429	RJTCONH Raymond James Trust Company of New Hampshire Portsmouth, New Hampshire	$511K	-$960	1	4.59%	Reduced
5430	KNFPWM Keeler & Nadler Financial Planning & Wealth Management Dublin, Ohio	$508K	+$508K	1	0.46%	New
5431	CCA Conservest Capital Advisors Wynnewood, Pennsylvania	$507K	+$507K	1	0.06%	New
5432	STCOSD Sageworth Trust Company of South Dakota Sioux Falls, South Dakota	$505K	$0	11	1.13%	Maintained
5433	VW Vance Wealth Santa Clarita, California	$502K	$0	1	0.31%	Maintained
5434	LFA LifeGuide Financial Advisors Mechanicsburg, Pennsylvania	$499K	+$2.9K	1	0.43%	Increased
5435	DFG Demars Financial Group Spokane Valley, Washington	$498K	-$1.48M	1	0.27%	Reduced
5436	SAS Sanford Advisory Services Portage, Michigan	$497K	+$87.1K	1	0.12%	Increased
5437	CAAM Cornerstone Advisors Asset Management Bethlehem, Pennsylvania	$497K	$0	1	0.27%	Maintained
5438	TFA Tobias Financial Advisors Plantation, Florida	$495K	+$60.7K	1	0.16%	Increased
5439	SCA Sippican Capital Advisors Boston, Massachusetts	$494K	+$1.29K	1	0.47%	Increased
5440	PAA Peregrine Asset Advisers Portland, Oregon	$492K	-$130K	1	0.52%	Reduced
5441	HI Harper Investing Santa Clara, California	$492K	-$304K	2	0.61%	Reduced
5442	BFS Burrus Financial Services Salt Lake City, Utah	$491K	+$13.2K	1	0.28%	Increased
5443	BSWM Boston Standard Wealth Management Winchester, Massachusetts	$490K	-$10.8K	1	0.15%	Reduced
5444	HCRE Hoya Capital Real Estate Rowayton, Connecticut	$490K	$0	1	14.72%	Maintained
5445	WF Whelan Financial Fresno, California	$490K	-$117K	1	0.3%	Reduced
5446	BAG Bridgewealth Advisory Group Fresno, California	$489K	+$489K	1	0.96%	New
5447	FF Financial Futures Brielle, New Jersey	$481K	-$7.81K	1	0.43%	Reduced
5448	ARGA Investment Management Stamford, Connecticut	$479K	$0	1	0.02%	Maintained
5449	BA Ballew Advisors Jackson, Mississippi	$479K	-$30.5K	1	0.37%	Reduced
5450	JMG Financial Group Downers Grove, Illinois	$476K	-$48K	1	0.03%	Reduced