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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	BWA Brave Warrior Advisors New York	$387K	$0	1	0.01%	Maintained
5552	IHWM Iron Horse Wealth Management Johston, Iowa	$385K	+$120K	22	0.19%	Increased
5553	BFP Beacon Financial Planning Hyannis, Massachusetts	$383K	+$330	1	0.33%	Increased
5554	RPG Resource Planning Group Atlanta, Georgia	$383K	-$32.7K	1	0.32%	Reduced
5555	CWAF Core Wealth Advisors (Florida) Lakeland, Florida	$382K	-$59	5	0.16%	Reduced
5556	BWM Benchmark Wealth Management Old Lyme, Connecticut	$380K	-$9.91K	1	0.24%	Reduced
5557	AAMC Asset Allocation & Management Company Chicago, Illinois	$380K	-$1.75M	1	0.23%	Reduced
5558	AFS AFG Fiduciary Services Hingham, Massachusetts	$378K	$0	1	0.34%	Maintained
5559	FA Financial Alternatives La Jolla, California	$376K	+$37K	1	0.35%	Increased
5560	MFG MTM Financial Group Bethlehem, Pennsylvania	$374K	+$5.95K	1	0.31%	Increased
5561	Regents of the University of California Oakland, California	$373K	$0	1	0.05%	Maintained
5562	WIC Whitegate Investment Counselors Concord, New Hampshire	$372K	+$23.5K	1	0.12%	Increased
5563	EL Envoi LLC Chanhassen, Minnesota	$371K	-$74.3K	1	1.28%	Reduced
5564	CI CAZ Investments Houston, Texas	$362K	-$148K	6	0.66%	Reduced
5565	AIA Acute Investment Advisory Mesa, Arizona	$361K	+$42.6K	1	0.22%	Increased
5566	RFP Root Financial Partners Encinitas, California	$356K	-$148K	1	0.19%	Reduced
5567	SC Schubert & Co Mckinney, Texas	$356K	+$37K	1	0.36%	Increased
5568	TCFP Treasure Coast Financial Planning Vero Beach, Florida	$356K	-$9.3K	1	0.25%	Reduced
5569	HWM Horizons Wealth Management Asheville, North Carolina	$354K	-$73.3K	3	0.26%	Reduced
5570	TC TAGStone Capital Charlotte, North Carolina	$345K	+$330	1	0.25%	Increased
5571	EPAM Euro Pacific Asset Management Dorado, Puerto Rico	$344K	-$1.18M	1	0.08%	Reduced
5572	SC Sinecera Capital Austin, Texas	$338K	$0	1	0.46%	Maintained
5573	SPIA Strategic Point Investment Advisors Providence, Rhode Island	$337K	+$59.5K	1	0.07%	Increased
5574	MWM Magnolia Wealth Management Dothan, Alabama	$336K	+$29.1K	1	0.31%	Increased
5575	BP BCK Partners Corning, New York	$336K	+$33K	1	0.21%	Increased