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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	IAG Wealth Partners Waukesha, Wisconsin	$1.55M	+$88.7K	12	0.31%	Increased
5527	MWM Magnolia Wealth Management Dothan, Alabama	$1.55M	+$662K	1	1.17%	Increased
5528	WAM Wakefield Asset Management Englewood, Colorado	$1.55M	-$5.33M	2	0.54%	Reduced
5529	LL LPWM LLC Minneapolis, Minnesota	$1.54M	+$14.9K	2	0.53%	Increased
5530	EWM Echo Wealth Management Plymouth, Minnesota	$1.54M	+$490K	1	1.16%	Increased
5531	CP Coho Partners Berwyn, Pennsylvania	$1.54M	-$4.03M	1	0.05%	Reduced
5532	CCM Colorado Capital Management Boulder, Colorado	$1.54M	-$81.9K	1	0.86%	Reduced
5533	Mason Investment Advisory Services Reston, Virginia	$1.54M	+$57.2K	2	0.1%	Increased
5534	HFA Hershey Financial Advisers Lancaster, Pennsylvania	$1.52M	+$1.32M	2	1.36%	New
5535	FWS FinDec Wealth Services Stockton, California	$1.51M	-$2.11K	1	0.95%	Reduced
5536	DC Destiny Capital Golden, Colorado	$1.51M	$0	1	1.03%	Maintained
5537	EC EdgeRock Capital Denver, Colorado	$1.51M	+$640K	11	1.17%	Increased
5538	TDC Thompson Davis & Co Richmond, Virginia	$1.5M	-$1.08M	3	1.3%	Reduced
5539	Amazon.com Inc Seattle, Washington	$1.5M	$0	1	0.06%	Maintained
5540	Market Street Wealth Management Advisors Indianapolis, Indiana	$1.49M	+$41.4K	1	0.26%	Increased
5541	Oasis Management Company Grand Cayman, Cayman Islands	$1.49M	-$1.95M	2	0.33%	Reduced
5542	HFS Hoge Financial Services Canonsburg, Pennsylvania	$1.48M	+$363K	1	1.21%	Increased
5543	NFW Noble Family Wealth Clearwater, Florida	$1.48M	+$95K	2	0.43%	Increased
5544	FCG Financial Connections Group Corte Madera, California	$1.48M	+$722K	10	0.77%	Increased
5545	EFA Edge Financial Advisors Wheaton, Illinois	$1.48M	-$2.83M	1	1.53%	Reduced
5546	AAG Accordant Advisory Group Annapolis, Maryland	$1.47M	-$1.99M	4	1.39%	Reduced
5547	PD Planning Directions Glen Mills, Pennsylvania	$1.47M	-$195K	1	1%	Reduced
5548	TCP Asset Management Columbus, Ohio	$1.47M	+$60.4K	2	0.37%	Increased
5549	RWRC R.W. Roge & Company Bohemia, New York	$1.46M	-$137K	1	0.83%	Reduced
5550	APC Asset Planning Corporation Knoxville, Tennessee	$1.46M	-$84K	1	1.09%	Reduced