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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
5601	HPM Hudson Portfolio Management Garrison, New York	$3.09M	+$880K	4	2.33%	Increased
5602	JMBA J. M. Brown & Associates Tulsa, Oklahoma	$3.08M	+$3.32M	2	1.76%	New
5603	RCI RS Crum Inc Newport Beach, California	$3.08M	-$8.65K	3	0.58%	Reduced
5604	WWA Wealth Watch Advisors Englewood, Colorado	$3.07M	+$402K	3	1%	Increased
5605	KCIA Kingsbury Capital Investment Advisors Wilmette, Illinois	$3.06M	-$501K	4	2.59%	Reduced
5606	KWM KMT Wealth Management El Segundo, California	$3.06M	+$2.16M	4	2.59%	Increased
5607	CS Capital Square Chattanooga, Tennessee	$3.06M	+$687K	4	1.35%	Increased
5608	MFS Miller Financial Services Marshall, Michigan	$3.06M	+$1.58M	4	2.46%	Increased
5609	PCM Pathway Capital Management Irvine, California	$3.06M	+$2.79M	2	12.78%	New
5610	VC Veery Capital Wilmington, Delaware	$3.06M	-$510K	4	0.82%	Reduced
5611	HSG Helen Stephens Group Fort Worth, Texas	$3.06M	+$263K	3	0.52%	Increased
5612	RAM Revere Asset Management Dallas, Texas	$3.05M	+$2.29M	2	1.17%	New
5613	CWM Carolina Wealth Management Greenville, North Carolina	$3.05M	+$3.27M	4	1.4%	New
5614	PWA PCG Wealth Advisors Overland Park, Kansas	$3.05M	-$19.1K	2	0.68%	Reduced
5615	MPW Magnolia Private Wealth Philadelphia, Pennsylvania	$3.05M	+$307K	3	1.67%	Increased
5616	VWM Vigilare Wealth Management Scottsdale, Arizona	$3.04M	-$180K	2	0.93%	Reduced
5617	ARA Alexander Randolph Advisory Mclean, Virginia	$3.04M	+$543K	1	2.5%	Increased
5618	MFP Meramec Financial Planners Saint Louis, Missouri	$3.03M	+$266K	16	1.11%	Increased
5619	OC Optima Capital Beaverton, Oregon	$3.03M	+$108K	3	1.2%	Increased
5620	BAM Bosun Asset Management Chicago, Illinois	$3.03M	-$234K	5	1.55%	Reduced
5621	PC Prairiewood Capital Fargo, North Dakota	$3.03M	+$141K	2	0.79%	Increased
5622	HIA Highland Investment Advisors Ponte Vedra, Florida	$3.03M	+$3.24M	28	1.32%	New
5623	AGA Arkos Global Advisors Houston, Texas	$3.03M	-$974K	2	0.36%	Reduced
5624	CHWM Cauble & Harre Wealth Management Saint Louis, Missouri	$3.03M	-$1.19M	4	2.43%	Reduced
5625	E EntreWealth Austin, Texas	$3.03M	+$774K	2	1.12%	Increased