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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
5476	LFA LifeGuide Financial Advisors Mechanicsburg, Pennsylvania	$249K	+$233K	1	0.19%	New
5477	RRC Relaxing Retirement Coach Wellesley, Massachusetts	$249K	+$233K	1	0.14%	New
5478	MECA Miller Equity Capital Advisors Irving, Texas	$248K	+$648	1	0.23%	Increased
5479	FA FC Advisory West Chester, Pennsylvania	$241K	+$232K	1	0.1%	New
5480	KIC Keating Investment Counselors Delray Beach, Florida	$241K	-$10.4K	1	0.11%	Reduced
5481	LGWM Litman Gregory Wealth Management Larkspur, California	$241K	-$463K	1	0.04%	Reduced
5482	GWM GoalFusion Wealth Management Austin, Texas	$240K	+$226K	1	0.24%	New
5483	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$239K	-$84.7K	3	0.1%	Reduced
5484	MWM Magnolia Wealth Management Dothan, Alabama	$238K	+$230K	1	0.24%	New
5485	GG GenWealth Group Maplewood, New Jersey	$237K	-$32.4K	1	0.06%	Reduced
5486	EA Evolution Advisers Richmond, Virginia	$236K	+$240K	6	0.17%	New
5487	WFA Wipfli Financial Advisors Milwaukee, Wisconsin	$235K	+$227K	1	0.03%	New
5488	NPI New Perspectives Inc Ridgeland, Mississippi	$234K	+$226K	1	0.17%	New
5489	HPC Hobart Private Capital Charlotte, North Carolina	$233K	-$2.82M	1	0.09%	Reduced
5490	JCG John C. Goff	$233K	+$331K	1	0.27%	New
5491	SWG Summit Wealth Group White River Junction, Vermont	$228K	-$724K	1	0.26%	Reduced
5492	SFS Shaker Financial Services Arlington, Virginia	$227K	$0	1	0.08%	Maintained
5493	EP Equius Partners Novato, California	$225K	+$233K	1	0.09%	New
5494	CPFP Clear Perspectives Financial Planning Cincinnati, Ohio	$222K	-$627	2	0.09%	Reduced
5495	CWP Corepath Wealth Partners Scottsdale, Arizona	$222K	+$229K	1	0.16%	New
5496	Context Capital Management Lajolla, California	$219K	+$224K	1	0.02%	New
5497	SA swisspartners Advisors Zurich, Switzerland	$218K	+$207K	1	0.16%	New
5498	SIAM Sterling Investment Advisors (Missouri) Bolivar, Missouri	$216K	+$208K	1	0.12%	New
5499	SIGI Susquehanna International Group (Ireland) Dublin, Ireland	$211K	-$3.32M	1	0.09%	Reduced
5500	PWAC Private Wealth Advisors (California) Fresno, California	$210K	-$22.4K	1	0.04%	Reduced