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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	PFG Piershale Financial Group Barrington, Illinois	$534K	$0	7	0.34%	Maintained
5477	AWM AAF Wealth Management Westborough, Massachusetts	$533K	-$6.58K	1	0.33%	Reduced
5478	CWM Capital Wealth Management W. Warwick, Rhode Island	$533K	$0	1	0.29%	Maintained
5479	MWM MorganRosel Wealth Management Highlands Ranch, Colorado	$533K	+$104K	1	0.22%	Increased
5480	FA Fiducient Advisors Chicago, Illinois	$532K	+$41.7K	1	0.16%	Increased
5481	CI CAZ Investments Houston, Texas	$528K	-$2.63M	6	0.63%	Reduced
5482	EPWM Essex Private Wealth Management Topsfield, Massachusetts	$525K	-$1.57K	1	1.8%	Reduced
5483	MWM MBE Wealth Management Tomah, Wisconsin	$524K	+$6.58K	1	0.28%	Increased
5484	TPW TL Private Wealth Southlake, Texas	$522K	$0	1	0.29%	Maintained
5485	WMWM Whitaker-Myers Wealth Managers Mansfield, Ohio	$521K	+$95.3K	1	0.35%	Increased
5486	NI NFC Investments Memphis, Tennessee	$520K	-$7.83K	1	0.17%	Reduced
5487	FC Family CFO Los Altos, California	$520K	+$129	4	0.37%	Increased
5488	BFA Brendel Financial Advisors Hanover, New Hampshire	$519K	-$3.5M	2	0.78%	Reduced
5489	EPP ETF Portfolio Partners Leawood, Kansas	$517K	$0	2	0.19%	Maintained
5490	SCP Stevens Capital Partners Omaha, Nebraska	$516K	+$9.09K	1	0.4%	Increased
5491	AWMNH Arcadia Wealth Management (New Hampshire) Manchester, New Hampshire	$516K	+$25.4K	1	0.38%	Increased
5492	ARGA Investment Management Stamford, Connecticut	$516K	$0	1	0.02%	Maintained
5493	MWA Mills Wealth Advisors Southlake, Texas	$514K	+$202K	2	0.39%	Increased
5494	LC Longitude (Cayman) Grand Cayman, Cayman Islands	$511K	-$251K	1	0.39%	Reduced
5495	AWM Avondale Wealth Management West Lake Hills, Texas	$510K	-$319K	5	0.43%	Reduced
5496	OFP OLIO Financial Planning Mclean, Virginia	$509K	+$121K	2	0.24%	Increased
5497	WIT LLC District Of Columbia, District of Columbia	$509K	+$497K	1	0.01%	New
5498	Mesirow Financial Investment Management Chicago, Illinois	$507K	-$80K	2	2.15%	Reduced
5499	ACA Apis Capital Advisors New York	$504K	+$375K	1	0.51%	New
5500	TS Twin Securities New York	$504K	-$731K	1	0.28%	Reduced