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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
5551	HAFG Hansen & Associates Financial Group Roseville, California	$3.25M	+$487K	2	1.86%	Increased
5552	SWA Shah Wealth Advisors Chino Hills, California	$3.24M	+$3.41M	3	0.75%	New
5553	DFS Dixon Fnancial Services Lafayette, California	$3.24M	-$541K	3	1.31%	Reduced
5554	BWM Brown Wealth Management Naperville, Illinois	$3.23M	+$20.1K	4	0.72%	Increased
5555	SLG Sanchez Levi Garrett	$3.23M	+$22.7K	1	1.75%	Increased
5556	HHRDM H&H Retirement Design & Management Las Vegas, Nevada	$3.22M	+$351K	6	1.46%	Increased
5557	E Evansbrook Bolingbrook, Illinois	$3.22M	+$50.7K	3	1.92%	Increased
5558	DPI Diversified Portfolios Inc Bloomfield Hills, Michigan	$3.22M	+$1.46M	4	0.23%	Increased
5559	YWM Yoder Wealth Management Walnut Creek, California	$3.21M	+$169K	3	1.26%	Increased
5560	MGI Miller Global Investments Dallas, Texas	$3.21M	+$1.87M	11	2.66%	Increased
5561	BIA BHK Investment Advisors Birmingham, Alabama	$3.21M	+$13.7K	3	0.96%	Increased
5562	SA Seneschal Advisors Tacoma, Washington	$3.2M	-$41.2K	33	2.19%	Reduced
5563	WWM Wiser Wealth Management Marietta, Georgia	$3.2M	+$692K	3	0.61%	Increased
5564	MBFW Morton Brown Family Wealth Allentown, Pennsylvania	$3.2M	-$231K	19	0.73%	Reduced
5565	WMWM Whitaker-Myers Wealth Managers Mansfield, Ohio	$3.19M	-$329K	2	0.53%	Reduced
5566	DSA Droms Strauss Advisors St. Louis, Missouri	$3.19M	+$22.6K	3	0.72%	Increased
5567	BWA BlueSky Wealth Advisors New Bern, North Carolina	$3.19M	-$647K	7	0.37%	Reduced
5568	JMA J.M. Arbour Gardiner, Maine	$3.19M	+$943K	5	2.75%	Increased
5569	DWA Delap Wealth Advisory Lake Oswego, Oregon	$3.19M	-$3.64K	1	1.08%	Reduced
5570	DT DBA Trading Fort Lauderdale, Florida	$3.18M	$0	1	1.6%	Maintained
5571	OE October Effect Virginia Beach, Virginia	$3.18M	+$3.93M	1	2.99%	New
5572	TWM Tolleson Wealth Management Dallas, Texas	$3.18M	+$3.24K	4	0.43%	Increased
5573	CC Converium Capital Montreal,	$3.18M	+$4.88M	1	0.41%	New
5574	PI Pachira Investments Dana Point, California	$3.18M	+$229K	3	1.2%	Increased
5575	AGDI Absolute Gestao de Investimentos Sao Paulo, Brazil	$3.17M	-$19.1M	3	0.32%	Reduced