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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
5526	SWM SilverOak Wealth Management Edina, Minnesota	$3.34M	+$139K	3	0.43%	Increased
5527	GFP Gainline Financial Partners Louisville, Colorado	$3.34M	+$3.42M	3	3.11%	New
5528	GWWM Great Waters Wealth Management Shoreview, Minnesota	$3.33M	+$110K	4	0.31%	Increased
5529	MAWCM Mine & Arao Wealth Creation & Management Campbell, California	$3.33M	-$224K	4	1.21%	Reduced
5530	CBOR Community Bank of Raymore Raymore, Missouri	$3.32M	+$174K	2	1.96%	Increased
5531	CG Castellan Group Louisville, Kentucky	$3.31M	-$121K	2	0.36%	Reduced
5532	OFA Onyx Financial Advisors Idaho Falls, Idaho	$3.31M	+$8.47K	2	1.19%	Increased
5533	FTEA Forty-three Eighteen Advisors Bentonville, Arkansas	$3.31M	+$4.05K	1	2.22%	Increased
5534	PFA Professional Financial Advisors North Platte, Nebraska	$3.3M	-$30.8K	2	0.57%	Reduced
5535	EWM Endowment Wealth Management Appleton, Wisconsin	$3.3M	-$164K	4	1.28%	Reduced
5536	RFW Redwood Family Wealth Addison, Texas	$3.3M	-$431K	3	2.89%	Reduced
5537	TFG Turner Financial Group Pace, Florida	$3.3M	+$3.34M	7	3.28%	New
5538	KLCM KG&L Capital Management Saint Francisville, Louisiana	$3.29M	+$16.1K	3	1.96%	Increased
5539	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$3.28M	+$716K	14	1.34%	Increased
5540	FLFS Family Legacy Financial Solutions Cary, North Carolina	$3.28M	+$939K	3	2%	Increased
5541	EI Ecofi Investissements Nanterre, France	$3.28M	-$1.54M	3	11.72%	Reduced
5542	CCA Cypress Capital Advisors Franklin, Tennessee	$3.27M	-$442K	3	1.35%	Reduced
5543	NWM Nova Wealth Management Bonita Springs, Florida	$3.27M	-$387K	17	1.81%	Reduced
5544	MSWM Mowery & Schoenfeld Wealth Management Lincolnshire, Illinois	$3.27M	-$11.1K	18	4.46%	Reduced
5545	AIA Accelerate Investment Advisors Aliso Viejo, California	$3.27M	-$403K	3	1.88%	Reduced
5546	GJIA Glass Jacobson Investment Advisors Owings Mills, Maryland	$3.26M	-$6.18K	13	1.02%	Reduced
5547	CWMG Compass Wealth Management (Georgia) Atlanta, Georgia	$3.26M	-$97.8K	2	1.3%	Reduced
5548	EFG Elevated Financial Group Indianapolis, Indiana	$3.26M	+$94K	3	0.89%	Increased
5549	OWG Oxford Wealth Group Orlando, Florida	$3.26M	+$53K	4	1.46%	Increased
5550	FCM Fell Capital Management Newport Beach, California	$3.26M	-$350K	3	2.74%	Reduced