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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	GWM GoalFusion Wealth Management Austin, Texas	$502K	$0	1	0.37%	Maintained
5502	CAG Compass Advisory Group Melville, New York	$497K	-$50.6K	1	0.26%	Reduced
5503	AWM AAF Wealth Management Westborough, Massachusetts	$495K	+$330	1	0.32%	Increased
5504	CWM Capital Wealth Management W. Warwick, Rhode Island	$494K	$0	1	0.27%	Maintained
5505	EPWM Essex Private Wealth Management Topsfield, Massachusetts	$486K	-$991	1	1.66%	Reduced
5506	PIFP Partners in Financial Planning Salem, Virginia	$486K	+$49.2K	1	0.13%	Increased
5507	RCA Reitz Capital Advisors Freeland, Michigan	$484K	-$10.6M	1	0.93%	Reduced
5508	WMWM Whitaker-Myers Wealth Managers Mansfield, Ohio	$479K	-$4.3K	1	0.3%	Reduced
5509	DWM Denver Wealth Management Denver, Colorado	$477K	+$37.7K	1	0.31%	Increased
5510	MIM Meixler Investment Management Show Low, Arizona	$476K	-$383K	2	0.43%	Reduced
5511	VF Vawter Financial Columbus, Ohio	$475K	+$255K	2	0.43%	Increased
5512	TCM Tekne Capital Management New York	$471K	-$371K	1	0.17%	Reduced
5513	CGIM Cannon Global Investment Management Davie, Florida	$471K	-$224K	1	3.29%	Reduced
5514	AIA Armor Investment Advisors Raleigh, North Carolina	$469K	+$6.28K	1	0.28%	Increased
5515	SCP Stevens Capital Partners Omaha, Nebraska	$468K	-$11.2K	1	0.38%	Reduced
5516	2L 25 LLC St. Louis, Missouri	$466K	-$82.7K	1	0.28%	Reduced
5517	PFG Peterson Financial Group Des Moines, Iowa	$464K	+$3.63K	1	4.62%	Increased
5518	LA Linden Advisors New York	$463K	$0	2	0%	Maintained
5519	SG Sharper & Granite El Segundo, California	$459K	+$58.5K	1	0.27%	Increased
5520	CWR Chico Wealth RIA Chico, California	$458K	-$1.32K	1	0.55%	Reduced
5521	BFP Briaud Financial Planning College Station, Texas	$457K	+$153K	7	0.37%	Increased
5522	ECP Epacria Capital Partners Boulder, Colorado	$456K	$0	1	0.38%	Maintained
5523	PVAMC PPS&V Asset Management Consultants Portage, Michigan	$455K	+$330	1	0.39%	Increased
5524	AWMNH Arcadia Wealth Management (New Hampshire) Manchester, New Hampshire	$453K	-$26.1K	1	0.35%	Reduced
5525	SRCM Sage Rock Capital Management New York	$449K	+$432K	1	0.52%	New