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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
5501	FC Family CFO Los Altos, California	$397K	+$138	4	0.36%	Increased
5502	AWM Align Wealth Management Oklahoma City, Oklahoma	$395K	+$432K	3	0.33%	New
5503	GWM GoalFusion Wealth Management Austin, Texas	$394K	$0	1	0.32%	Maintained
5504	MWM Maripau Wealth Management Fort Wayne, Indiana	$393K	-$32.9K	1	0.41%	Reduced
5505	HFA Highland Financial Advisors Wayne, New Jersey	$393K	+$11.8K	1	0.23%	Increased
5506	UA Unison Advisors Washington, District of Columbia	$389K	+$1.1K	1	0.05%	Increased
5507	PAR Capital Management Boston, Massachusetts	$384K	+$404K	1	0.01%	New
5508	TDC Thompson Davis & Co Richmond, Virginia	$384K	-$336K	1	0.55%	Reduced
5509	SEM Strategic Equity Management Tucson, Arizona	$382K	-$49.4K	1	0.15%	Reduced
5510	JWM JFG Wealth Management Denver, Colorado	$376K	-$80K	1	0.12%	Reduced
5511	NI NFC Investments Memphis, Tennessee	$372K	-$65.3K	1	0.12%	Reduced
5512	FSWA Financial Synergies Wealth Advisors Houston, Texas	$371K	+$133K	22	0.06%	Increased
5513	FWS FinDec Wealth Services Stockton, California	$370K	+$371K	1	0.31%	New
5514	EPWM Essex Private Wealth Management Topsfield, Massachusetts	$365K	+$24.2K	1	1.37%	Increased
5515	IFA Interactive Financial Advisors New Lenox, Illinois	$364K	$0	2	0.22%	Maintained
5516	MWM MBE Wealth Management Tomah, Wisconsin	$364K	-$7.68K	1	0.23%	Reduced
5517	HWA Hilltop Wealth Advisors Chapel Hill, North Carolina	$363K	$0	1	0.31%	Maintained
5518	AWMNH Arcadia Wealth Management (New Hampshire) Manchester, New Hampshire	$362K	+$362K	1	0.32%	New
5519	AWM Altus Wealth Management Ft Mitchell, Kentucky	$360K	$0	1	0.32%	Maintained
5520	GC Gruss & Co West Palm Beach, Florida	$360K	-$28.8K	1	2.22%	Reduced
5521	TPW TL Private Wealth Southlake, Texas	$357K	$0	1	0.21%	Maintained
5522	DA DSC Advisors Chicago, Illinois	$356K	-$6.02M	1	0.82%	Reduced
5523	NOI Newton One Investments Newark, Delaware	$355K	$0	3	0.23%	Maintained
5524	RFA RTD Financial Advisors Philadelphia, Pennsylvania	$351K	-$23.3K	1	0.06%	Reduced
5525	RWG Regal Wealth Group Seal Beach, California	$350K	+$44.2K	1	0.26%	Increased