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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	NOI Newton One Investments Newark, Delaware	$458K	+$836	3	0.26%	Increased
5527	HWM Horizons Wealth Management Asheville, North Carolina	$455K	+$113K	4	0.32%	Increased
5528	AI Arrien Investments Boise, Idaho	$455K	+$9.72K	1	0.39%	Increased
5529	FIC Family Investment Center Saint Joseph, Missouri	$453K	+$313	1	0.29%	Increased
5530	YAL Your Advocates Ltd Houston, Texas	$453K	+$128K	12	0.23%	Increased
5531	EH EMG Holdings Old Greenwich, Connecticut	$452K	-$1.02M	1	0.11%	Reduced
5532	G Gainplan Bloomfield Hills, Michigan	$449K	+$415K	1	0.24%	New
5533	GFWA Grey Fox Wealth Advisors Rockland, Delaware	$448K	-$488K	1	0.23%	Reduced
5534	RWG Regal Wealth Group Seal Beach, California	$447K	+$313	1	0.29%	Increased
5535	RPG Resource Planning Group Atlanta, Georgia	$447K	+$3.45K	1	0.36%	Increased
5536	AC Applied Capital Little Rock, Arkansas	$442K	$0	1	0.27%	Maintained
5537	T TrueFG Cedar Park, Texas	$438K	-$6.58K	1	0.19%	Reduced
5538	TLFA True Link Financial Advisors San Francisco, California	$436K	+$35.1K	1	0.05%	Increased
5539	SG Sharper & Granite El Segundo, California	$435K	$0	1	0.25%	Maintained
5540	BWL Beacon Wealthcare LLC Raleigh, North Carolina	$434K	+$6.58K	1	0.22%	Increased
5541	LFGH Lee Financial Group Hawaii Honolulu, Hawaii	$434K	-$234K	1	0.4%	Reduced
5542	SAM Silverhawk Asset Management Scottsdale, Arizona	$430K	+$197K	2	0.35%	Increased
5543	CWAG Carlsbad Wealth Advisory Group Carlsbad, California	$430K	+$396K	1	0.28%	New
5544	BC Barnett & Company Chattanooga, Tennessee	$427K	$0	1	0.32%	Maintained
5545	ECP Epacria Capital Partners Boulder, Colorado	$425K	-$150K	1	0.35%	Reduced
5546	CCM CAAS Capital Management New York	$421K	-$663K	1	0.03%	Reduced
5547	BWM Benchmark Wealth Management Old Lyme, Connecticut	$420K	-$10K	1	0.25%	Reduced
5548	BWA Brave Warrior Advisors New York	$417K	-$149K	1	0.01%	Reduced
5549	CWAF Core Wealth Advisors (Florida) Lakeland, Florida	$415K	-$12.2K	6	0.17%	Reduced
5550	BFP Beacon Financial Planning Hyannis, Massachusetts	$413K	+$44.5K	1	0.35%	Increased