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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	KNFPWM Keeler & Nadler Financial Planning & Wealth Management Dublin, Ohio	$1.45M	-$20.7K	2	0.8%	Reduced
5552	NWA Navis Wealth Advisors Rye Brook, New York	$1.45M	+$193K	3	1.67%	Increased
5553	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$1.45M	$0	11	0.4%	Maintained
5554	RA Resolute Advisors San Francisco, California	$1.44M	$0	4	0.37%	Maintained
5555	AFP Alpha Financial Partners Lexington, Kentucky	$1.44M	+$292K	2	1.25%	Increased
5556	HHWM Hiley Hunt Wealth Management Omaha, Nebraska	$1.43M	-$65.9K	1	0.88%	Reduced
5557	BA Brightwater Advisory Tampa, Florida	$1.42M	+$12.1M	1	1.1%	Increased
5558	CKAIS Christensen King & Associates Investment Services Richland, Washington	$1.42M	-$16K	1	0.7%	Reduced
5559	SIM Spark Investment Management New York	$1.42M	$0	1	8.51%	Maintained
5560	CIG Cairn Investment Group Vancouver, Washington	$1.42M	+$845	1	0.83%	Increased
5561	GWM GoalFusion Wealth Management Austin, Texas	$1.42M	+$217K	3	0.88%	Increased
5562	GF Gimbal Financial Carmel, Indiana	$1.42M	-$30.8K	1	1.04%	Reduced
5563	ELM Elite Life Management Sarasota, Florida	$1.41M	+$50.3K	1	5.48%	Increased
5564	SWA Sightline Wealth Advisors Groton, Connecticut	$1.41M	+$93.3K	1	0.88%	Increased
5565	EWA Emergent Wealth Advisors Williamsville, New York	$1.41M	+$191K	2	1.13%	Increased
5566	KWM Koa Wealth Management Encinitas, California	$1.41M	-$39.3K	1	1.19%	Reduced
5567	WCP Welch Capital Partners Harrison, New York	$1.4M	+$449K	1	0.33%	Increased
5568	CFG CMC Financial Group Atlanta, Georgia	$1.4M	+$11.8K	1	2.33%	Increased
5569	MC Maren Capital Chicago, Illinois	$1.4M	-$633K	1	0.13%	Reduced
5570	CCM CAAS Capital Management New York	$1.39M	+$1.06M	2	0.45%	Increased
5571	SFC Sprinkle Financial Consultants Littleton, Colorado	$1.39M	+$27.5K	1	1.1%	Increased
5572	WCM Wealthcare Capital Management Richmond, Virginia	$1.39M	+$83.2K	2	0.15%	Increased
5573	TWG The Wealth Group Eden Prairie, Minnesota	$1.39M	+$15.7K	2	0.42%	Increased
5574	FWM FMA Wealth Management Duxbury, Massachusetts	$1.38M	-$30.4K	3	1.12%	Reduced
5575	MSF Mustard Seed Financial Magnolia, Arkansas	$1.37M	+$124	2	1.32%	Increased