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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
5576	UCIG Ulrich Consultants & Investment Group Albuquerque, New Mexico	$276K	-$2.93M	1	0.62%	Reduced
5577	MFG MTM Financial Group Bethlehem, Pennsylvania	$276K	-$1.2K	1	0.24%	Reduced
5578	HWM Horizons Wealth Management Asheville, North Carolina	$274K	$0	3	0.22%	Maintained
5579	SMF Sterling Manor Financial Saratoga Springs, New York	$273K	-$61K	1	0.3%	Reduced
5580	CWAF Core Wealth Advisors (Florida) Lakeland, Florida	$273K	-$1.34M	6	0.12%	Reduced
5581	BP BCK Partners Corning, New York	$273K	$0	1	0.19%	Maintained
5582	WI WJ Interests Sugar Land, Texas	$273K	+$9.6K	1	0.23%	Increased
5583	SHFP Second Half Financial Partners Sebring, Florida	$272K	-$1.2K	1	0.18%	Reduced
5584	LFCM Long Focus Capital Management San Juan, Puerto Rico	$270K	+$267K	1	0.02%	New
5585	PWM Praetorian Wealth Management Carmel, California	$270K	-$19K	1	0.1%	Reduced
5586	WMG WESCAP Management Group Glendale, California	$269K	-$4.73K	1	0.09%	Reduced
5587	DWM Dopkins Wealth Management Williamsville, New York	$267K	$0	1	0.24%	Maintained
5588	WIC Whitegate Investment Counselors Concord, New Hampshire	$264K	+$720	1	0.09%	Increased
5589	RRC Relaxing Retirement Coach Wellesley, Massachusetts	$262K	$0	1	0.1%	Maintained
5590	FA Financial Alternatives La Jolla, California	$262K	+$262K	1	0.26%	New
5591	OFP OLIO Financial Planning Mclean, Virginia	$262K	-$4.08K	1	0.14%	Reduced
5592	SA Scarborough Advisors Annapolis, Maryland	$261K	-$5.01M	1	0.07%	Reduced
5593	TC TAGStone Capital Charlotte, North Carolina	$261K	-$4.32K	1	0.22%	Reduced
5594	IA IFS Advisors Overland Park, Kansas	$260K	$0	5	0.45%	Maintained
5595	BAWC Boyce & Associates Wealth Consulting Cedar Park, Texas	$259K	$0	1	0.5%	Maintained
5596	CA Crane Advisory Fullerton, California	$259K	-$14.4K	1	0.11%	Reduced
5597	ACM Alethea Capital Management Mercer Island, Washington	$258K	$0	1	0.25%	Maintained
5598	BFP Beacon Financial Planning Hyannis, Massachusetts	$256K	+$257K	1	0.27%	New
5599	ASI Advisory Services & Investments Bend, Oregon	$256K	-$2.69M	1	0.25%	Reduced
5600	CFGF Compass Financial Group (Florida) Deerfield Beach, Florida	$255K	$0	1	0.17%	Maintained