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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	CFP Cypress Financial Planning Haddon Heights, New Jersey	$608K	$0	1	0.35%	Maintained
5452	NFP NorthLanding Financial Partners Rochester, New York	$607K	-$15.7K	2	0.78%	Reduced
5453	Simplicity Wealth Summit, New Jersey	$606K	-$330	1	0.35%	Reduced
5454	CFG Compton Financial Group Towson, Maryland	$606K	$0	1	0.23%	Maintained
5455	BAM Banta Asset Management Newport Beach, California	$605K	$0	1	0.75%	Maintained
5456	VFA Virtus Fund Advisers Hartford, Connecticut	$602K	+$135K	13	4.26%	Increased
5457	BSWM Boston Standard Wealth Management Winchester, Massachusetts	$599K	-$43.9K	1	0.16%	Reduced
5458	R Rebalance Palo Alto, California	$586K	+$29.1K	1	0.06%	Increased
5459	AG Appleton Group Appleton, Wisconsin	$583K	+$182K	2	2.04%	Increased
5460	FFP Forbes Financial Planning East Greenwich, Rhode Island	$583K	$0	1	0.62%	Maintained
5461	TFA Tobias Financial Advisors Plantation, Florida	$579K	-$30.1K	1	0.15%	Reduced
5462	GA Greytown Advisors Miami, Florida	$576K	-$427K	2	0.32%	Reduced
5463	TF Theory Financial Fort Collins, Colorado	$567K	-$15.2K	1	0.33%	Reduced
5464	TFP Triune Financial Partners Overland Park, Kansas	$564K	$0	2	0.23%	Maintained
5465	RK Rather & Kittrell Knoxville, Tennessee	$563K	-$1.32K	1	0.23%	Reduced
5466	EA Ergawealth Advisors Oak Brook, Illinois	$561K	$0	2	0.39%	Maintained
5467	RJTCONH Raymond James Trust Company of New Hampshire Portsmouth, New Hampshire	$554K	-$28.4K	1	7.24%	Reduced
5468	ARGA Investment Management Stamford, Connecticut	$552K	$0	1	0.02%	Maintained
5469	HWA Hilltop Wealth Advisors Chapel Hill, North Carolina	$549K	+$42K	1	0.42%	Increased
5470	BF Blankinship & Foster Solana Beach, California	$547K	$0	1	0.18%	Maintained
5471	LW Lauer Wealth Valparaiso, Indiana	$545K	+$34.7K	1	0.59%	Increased
5472	FCG Financial Connections Group Corte Madera, California	$545K	-$1.66M	5	0.67%	Reduced
5473	C1AG Client 1st Advisory Group Dunedin, Florida	$542K	-$7.6K	1	0.29%	Reduced
5474	DWMS Dominguez Wealth Management Solutions Williamsburg, Virginia	$542K	+$32.1K	1	0.5%	Increased
5475	CA Crewe Advisors Salt Lake City, Utah	$541K	-$19.8M	24	0.09%	Reduced