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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	GWSA Global Wealth Strategies & Associates Denver, Colorado	$1.64M	-$93.5K	9	0.59%	Reduced
5502	TWM Trinity Wealth Management Berwyn, Pennsylvania	$1.64M	-$16K	2	0.82%	Reduced
5503	MCIA Mountain Capital Investment Advisors Westminster, Colorado	$1.64M	+$87K	1	0.41%	Increased
5504	VFPW Vantage Financial Partners (Wisconsin) Elm Grove, Wisconsin	$1.63M	+$24.3K	3	0.42%	Increased
5505	RFP Roth Financial Partners Kingwood, Texas	$1.63M	+$5.21K	4	0.7%	Increased
5506	MCC Maiden Cove Capital Cape Elizabeth, Maine	$1.63M	+$1.67M	2	3.54%	New
5507	OCM Ovata Capital Management Hong Kong	$1.62M	+$1.64M	1	0.88%	New
5508	OWM OneAscent Wealth Management Birmingham, Alabama	$1.62M	-$3.04M	4	0.84%	Reduced
5509	SFP Strategic Financial Partners Bend, Oregon	$1.62M	+$422	1	0.89%	Increased
5510	TWD True Wealth Design Akron, Ohio	$1.61M	+$139K	50	0.4%	Increased
5511	FL FreeGulliver LLC New Orleans, Louisiana	$1.61M	+$801K	3	1.1%	Increased
5512	OC Optimas Capital Central, Hong Kong	$1.61M	+$1.68M	1	1.83%	New
5513	LFS Lutz Financial Services Omaha, Nebraska	$1.6M	-$137K	2	0.14%	Reduced
5514	GRA Golden Road Advisors Tampa, Florida	$1.6M	+$64.8K	3	1.32%	Increased
5515	ASM AI-Squared Management Hong Kong	$1.59M	+$1.74M	1	0.9%	New
5516	TI Think Investments San Francisco, California	$1.59M	-$22.8M	1	0.33%	Reduced
5517	HWM Howard Wealth Management Madison, Connecticut	$1.58M	+$10.6K	1	1.25%	Increased
5518	CA Crane Advisory Fullerton, California	$1.58M	+$9.29K	1	0.31%	Increased
5519	VI VanderPol Investments Caledonia, Michigan	$1.58M	-$171K	4	4.8%	Reduced
5520	FFWM Future Financial Wealth Management Cincinnati, Ohio	$1.57M	-$677K	3	1.38%	Reduced
5521	SCM Stordahl Capital Management Greenwood Village, Colorado	$1.57M	$0	1	0.39%	Maintained
5522	ACA Ackerman Capital Advisors Dallas, Texas	$1.56M	$0	1	0.41%	Maintained
5523	PDM Penn Davis McFarland Dallas, Texas	$1.56M	-$124K	2	0.24%	Reduced
5524	BFG Baron Financial Group Fair Lawn, New Jersey	$1.56M	-$376K	3	0.99%	Reduced
5525	CCM Cerberus Capital Management New York	$1.56M	$0	1	0.04%	Maintained