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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
5651	BJF Blue Jean Financial Albany, New York	$2.96M	-$4.39M	2	2.06%	Reduced
5652	EC EJF Capital Arlington, Virginia	$2.95M	$0	2	1.98%	Maintained
5653	MWM Melfa Wealth Management Westborough, Massachusetts	$2.95M	+$219K	4	1.59%	Increased
5654	PHWM Palatine Hill Wealth Management Birmingham, Michigan	$2.95M	-$59.2K	4	2.38%	Reduced
5655	AWA Alaska Wealth Advisors Anchorage, Alaska	$2.95M	+$1.24M	2	0.32%	Increased
5656	AC AWM Capital Phoenix, Arizona	$2.95M	+$672K	4	0.24%	Increased
5657	PRI Prepared Retirement Institute Lansdale, Pennsylvania	$2.95M	+$27.2K	2	1.26%	Increased
5658	SWAG Spectrum Wealth Advisory Group Granite Bay, California	$2.95M	+$797K	26	0.84%	Increased
5659	CC Colrain Capital Boston, Massachusetts	$2.95M	+$1.41M	1	1%	Increased
5660	SRWM Shira Ridge Wealth Management Larkspur, California	$2.94M	+$9.93K	2	1.03%	Increased
5661	FHB First Hawaiian Bank Honolulu, Hawaii	$2.94M	$0	2	0.37%	Maintained
5662	AWM Able Wealth Management Toms River, New Jersey	$2.93M	+$1.92M	7	0.67%	Increased
5663	CPA Cathy Pareto & Associates Coral Gables, Florida	$2.93M	+$43K	2	1.72%	Increased
5664	WFA WMG Financial Advisors Knoxville, Tennessee	$2.93M	-$488K	2	1.1%	Reduced
5665	GCM Gambit Capital Management Franklin, Tennessee	$2.93M	-$8.27K	4	1.71%	Reduced
5666	ACM Aspen Capital Management Boise, Idaho	$2.93M	+$48.6K	1	0.65%	Increased
5667	GFA Godfrey Financial Associates Glenmont, New York	$2.93M	-$216K	41	2.24%	Reduced
5668	IAA Ironsides Asset Advisors Rocky Mount, North Carolina	$2.92M	+$986	3	0.69%	Increased
5669	WTFG Wood Tarver Financial Group Boise, Idaho	$2.92M	+$51.5K	3	0.69%	Increased
5670	ACP Arcus Capital Partners Atlanta, Georgia	$2.92M	-$1.88M	4	1.21%	Reduced
5671	AZ Alpha Zero Boca Raton, Florida	$2.91M	+$359K	3	1.1%	Increased
5672	DJYG David J. Yvars Group University Park, Florida	$2.91M	-$9.37M	3	1.37%	Reduced
5673	PWM Partners Wealth Management Carmel By The Sea, California	$2.91M	-$45.9K	4	2.85%	Reduced
5674	HFS Hopwood Financial Services Reston, Virginia	$2.91M	+$270K	3	1.68%	Increased
5675	CWM Cedar Wealth Management Walnut Creek, California	$2.9M	+$510K	2	0.74%	Increased