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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	HPA High Probability Advisors Pittsford, New York	$539K	+$23.5K	1	0.12%	Increased
5477	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$538K	-$269K	9	0.23%	Reduced
5478	NOI Newton One Investments Newark, Delaware	$537K	+$579	3	0.32%	Increased
5479	ES ETF Store Overland Park, Kansas	$535K	-$210K	1	0.38%	Reduced
5480	AFG Arkansas Financial Group Little Rock, Arkansas	$535K	$0	1	0.11%	Maintained
5481	UID Union Investments & Development Tel Aviv, Israel	$530K	-$4.61M	3	0.29%	Reduced
5482	MWA Mills Wealth Advisors Southlake, Texas	$530K	+$65.4K	2	0.42%	Increased
5483	FWS FinDec Wealth Services Stockton, California	$529K	+$7.93K	1	0.38%	Increased
5484	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$527K	-$231K	1	0.97%	Reduced
5485	MAM McCarthy Asset Management Redwood Shores, California	$526K	$0	1	0.39%	Maintained
5486	SEM Strategic Equity Management Tucson, Arizona	$525K	+$23.8K	1	0.2%	Increased
5487	MWM MBE Wealth Management Tomah, Wisconsin	$525K	$0	1	0.28%	Maintained
5488	SPW Surience Private Wealth Yakima, Washington	$522K	-$3.1M	1	1.01%	Reduced
5489	TPW TL Private Wealth Southlake, Texas	$518K	$0	1	0.3%	Maintained
5490	FC Family CFO Los Altos, California	$516K	+$31.9K	6	0.37%	Increased
5491	WMRU William Marsh Rice University Houston, Texas	$515K	+$502K	1	0.41%	New
5492	PP Prosperity Planning Kansas City, Missouri	$515K	$0	1	0.22%	Maintained
5493	BWM Brown Wealth Management Naperville, Illinois	$512K	-$166K	1	0.24%	Reduced
5494	MFGP Marshall Financial Group (Pennsylvania) Doylestown, Pennsylvania	$511K	-$322K	1	0.21%	Reduced
5495	RWA Redmont Wealth Advisors Chicago, Illinois	$509K	$0	1	0.89%	Maintained
5496	HWMT Heritage Wealth Management (Texas) Houston, Texas	$508K	+$227K	1	0.46%	Increased
5497	PWM Pacific Wealth Management San Diego, California	$505K	+$258K	2	0.33%	Increased
5498	PAR Capital Management Boston, Massachusetts	$505K	+$491K	1	0.02%	New
5499	SFMG Sage Financial Management Group Mclean, Virginia	$504K	+$527K	1	0.3%	New
5500	ACM Antonetti Capital Management Naples, Florida	$503K	-$17.6K	10	0.79%	Reduced