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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
5451	NWA Navis Wealth Advisors Rye Brook, New York	$3.57M	+$120K	3	1.35%	Increased
5452	MF Meridian Financial Holliston, Massachusetts	$3.57M	+$55.7K	4	1.71%	Increased
5453	WFM Wolff Financial Management Kalamazoo, Michigan	$3.56M	+$526K	3	0.71%	Increased
5454	WAOI Wealth Advisors of Iowa West Des Moines, Iowa	$3.56M	+$44.3K	5	0.96%	Increased
5455	KG Kilter Group Rhinebeck, New York	$3.56M	+$186K	77	1.29%	Increased
5456	UWM Urban Wealth Management El Segundo, California	$3.56M	+$26.2K	5	3.1%	Increased
5457	SFB STAR Financial Bank Fort Wayne, Indiana	$3.55M	+$185K	4	1.45%	Increased
5458	SIM Synergy Investment Management Altamonte Springs, Florida	$3.55M	+$1.79M	39	0.86%	Increased
5459	CCA Carrera Capital Advisors Troy, Michigan	$3.55M	+$312K	2	0.53%	Increased
5460	CPW Cogent Private Wealth Orlando, Florida	$3.55M	-$1.61M	2	2.22%	Reduced
5461	MWM MOR Wealth Management Philadelphia, Pennsylvania	$3.55M	-$431K	4	1.41%	Reduced
5462	BWM BCGM Wealth Management Lafayette, Indiana	$3.55M	+$2.32M	3	0.75%	Increased
5463	VDC Van Diest Capital Poly City, Iowa	$3.55M	-$6.29M	4	3.18%	Reduced
5464	ASCM Adkins Seale Capital Management Shreveport, Louisiana	$3.55M	+$106K	7	3.16%	Increased
5465	MWA Madson Wealth Advisors Santa Rosa, California	$3.55M	+$84K	2	2.41%	Increased
5466	I2I Insight 2811 Inc Chicago, Illinois	$3.54M	+$79.2K	4	1.37%	Increased
5467	PCI Planning Center Inc Moline, Illinois	$3.54M	-$2.1K	4	0.33%	Reduced
5468	BFP Birchwood Financial Partners Bloomington, Minnesota	$3.53M	-$1.5K	15	2.89%	Reduced
5469	TI tru Independence Portland, Oregon	$3.52M	-$7.66K	3	1.54%	Reduced
5470	BAM Bayview Asset Management Coral Gables, Florida	$3.52M	+$4.3M	1	0.71%	New
5471	SMH Sanders Morris Harris Houston, Texas	$3.52M	-$45.5M	4	2.04%	Reduced
5472	ITB Idaho Trust Bank Boise, Idaho	$3.51M	-$106K	2	1.03%	Reduced
5473	F1I Fund 1 Investments Rincon, Puerto Rico	$3.51M	+$2.89M	1	0.58%	Increased
5474	BCP Bayberry Capital Partners New York	$3.51M	$0	1	1.21%	Maintained
5475	FCM Firsthand Capital Management San Jose, California	$3.51M	-$2.01M	3	5.6%	Reduced