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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	C1AG Client 1st Advisory Group Dunedin, Florida	$1.3M	+$248K	2	0.56%	Increased
5602	WFP Wrenne Financial Planning Lexington, Kentucky	$1.3M	+$119K	2	0.89%	Increased
5603	CA Claris Advisors St. Louis, Missouri	$1.29M	-$954K	1	0.67%	Reduced
5604	PP PFS Partners Mine Hill, New Jersey	$1.29M	-$22.1K	17	0.8%	Reduced
5605	RWM Ruedi Wealth Management Champaign, Illinois	$1.29M	+$125K	22	0.51%	Increased
5606	CCG Capital CS Group Irvine, California	$1.29M	-$885K	2	1.43%	Reduced
5607	CHM Collaborative Holdings Management New York	$1.28M	-$280K	1	2.61%	Reduced
5608	JC Jentner Corp Akron, Ohio	$1.28M	+$993	2	0.43%	Increased
5609	KHC Koesten Hirschmann & Crabtree Overland Park, Kansas	$1.28M	$0	5	0.82%	Maintained
5610	VWA Valued Wealth Advisors Holladay, Utah	$1.28M	+$121K	33	0.88%	Increased
5611	BTIM BancFirst Trust & Investment Management Oklahoma City, Oklahoma	$1.28M	+$359K	2	0.6%	Increased
5612	SWAG Spectrum Wealth Advisory Group Granite Bay, California	$1.28M	+$53.2K	1	1.37%	Increased
5613	FWM ForthRight Wealth Management Alpharetta, Georgia	$1.28M	$0	2	0.46%	Maintained
5614	AFWM Abich Financial Wealth Management Ashburn, Virginia	$1.28M	+$290K	36	0.87%	Increased
5615	SCP Stevens Capital Partners Omaha, Nebraska	$1.27M	+$40.5K	1	0.66%	Increased
5616	AWM Allen Wealth Management Boone, North Carolina	$1.27M	-$896K	2	1.13%	Reduced
5617	Karpus Investment Management Pittsford, New York	$1.26M	$0	2	0.04%	Maintained
5618	ACM Absolute Capital Management Pittsburgh, Pennsylvania	$1.26M	+$741K	1	0.76%	Increased
5619	WWS Wellington Wealth Strategies Indianapolis, Indiana	$1.26M	-$18.5M	4	5.29%	Reduced
5620	ICM III Capital Management Boca Raton, Florida	$1.26M	+$815K	3	0.06%	Increased
5621	GF Goodman Financial Houston, Texas	$1.26M	+$1.16M	2	0.28%	New
5622	KLI Kelman-Lazarov Inc Memphis, Tennessee	$1.26M	-$201K	1	0.23%	Reduced
5623	E ETFidea Syracuse, New York	$1.25M	+$8.45K	2	0.42%	Increased
5624	PCM Presidio Capital Management San Diego, California	$1.25M	+$61.2K	1	0.87%	Increased
5625	BWG Balanced Wealth Group Westlake, Ohio	$1.25M	-$108K	2	0.57%	Reduced