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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	AWM Aspire Wealth Management Waltham, Massachusetts	$1.37M	-$2.53K	1	0.79%	Reduced
5577	KV Kickstand Ventures Pittsford, New York	$1.37M	+$23.6K	2	0.37%	Increased
5578	SHF Stage Harbor Financial Westwood, Massachusetts	$1.37M	-$137K	2	1.32%	Reduced
5579	CCM Cutler Capital Management Worcester, Massachusetts	$1.37M	+$797K	3	0.53%	Increased
5580	AFS Annapolis Financial Services Annapolis, Maryland	$1.37M	+$11.4K	18	0.44%	Increased
5581	BI Bramshill Investments Naples, Florida	$1.36M	+$189K	3	0.15%	Increased
5582	FSWA Financial Synergies Wealth Advisors Houston, Texas	$1.35M	-$111K	1	0.18%	Reduced
5583	RP Repertoire Partners New York	$1.35M	+$1.15M	2	2.56%	Increased
5584	MWM McNaughton Wealth Management San Diego, California	$1.35M	+$54.9K	1	0.71%	Increased
5585	MGWA Monument Group Wealth Advisors Concord, Massachusetts	$1.34M	$0	3	0.9%	Maintained
5586	MWA Martel Wealth Advisors Vancouver, Washington	$1.34M	-$58.7K	2	0.29%	Reduced
5587	AA Aufman Associates Sewickley, Pennsylvania	$1.34M	+$69.3K	2	0.96%	Increased
5588	RDIA RE Dickinson Investment Advisors Council Bluffs, Iowa	$1.34M	+$139K	5	0.81%	Increased
5589	BF Brooklyn FI New York	$1.34M	+$495K	3	0.52%	Increased
5590	CFM Capricorn Fund Managers London, United Kingdom	$1.33M	$0	1	0.94%	Maintained
5591	FOFP Fee-Only Financial Planning Okatie, South Carolina	$1.33M	$0	2	0.89%	Maintained
5592	GWAM Guardian Wealth Advisors (Minnesota) St Louis Park, Minnesota	$1.33M	+$42.4K	3	0.86%	Increased
5593	BBWP Beacon Bridge Wealth Partners Lower Gwynedd, Pennsylvania	$1.32M	+$20.7K	2	0.61%	Increased
5594	WFS WealthGarden F.S. El Segundo, California	$1.32M	+$1.25M	1	1.39%	New
5595	LIWM Long Island Wealth Management Melville, New York	$1.31M	-$4.22K	2	0.93%	Reduced
5596	BAG Bridgewealth Advisory Group Fresno, California	$1.31M	+$68.8K	1	0.58%	Increased
5597	FA Fortis Advisors Wayne, Pennsylvania	$1.31M	-$44.3K	2	0.92%	Reduced
5598	FCC Flower City Capital Pittsford, New York	$1.31M	-$12.7K	1	0.84%	Reduced
5599	CIS Continental Investors Services Longview, Washington	$1.3M	+$9.71K	1	2.9%	Increased
5600	CAP Columbia Advisory Partners Spokane, Washington	$1.3M	-$498K	1	1.27%	Reduced