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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	MIM Meixler Investment Management Show Low, Arizona	$1.18M	+$175K	2	0.91%	Increased
5652	EA Ergawealth Advisors Oak Brook, Illinois	$1.18M	-$6.73K	3	0.64%	Reduced
5653	F4L Fortune 45 LLC Gonzales, Louisiana	$1.18M	+$845	1	0.9%	Increased
5654	AIC Anthracite Investment Company Fort Worth, Texas	$1.18M	$0	1	0.53%	Maintained
5655	SCM Stonehearth Capital Management Danvers, Massachusetts	$1.18M	$0	4	0.5%	Maintained
5656	CC Cultivar Capital Denton, Texas	$1.18M	+$61.8K	9	0.99%	Increased
5657	MCA Maryland Capital Advisors Chester, Maryland	$1.18M	+$1.89K	6	0.63%	Increased
5658	OFG Omega Financial Group Santa Barbara, California	$1.18M	+$74.3K	1	0.48%	Increased
5659	GC Grizzlyrock Capital Chicago, Illinois	$1.17M	+$1.13M	1	0.98%	New
5660	AAM Ameraudi Asset Management New York	$1.17M	+$845K	1	0.53%	Increased
5661	WA Waterford Advisors Orchard Park, New York	$1.17M	+$6.33K	1	0.49%	Increased
5662	FPIS Financial Planning & Information Services De Pere, Wisconsin	$1.17M	-$21.1K	1	0.18%	Reduced
5663	SWP Significant Wealth Partners Cary, Illinois	$1.16M	-$92K	3	0.65%	Reduced
5664	OS Objectivity Squared Charleston, South Carolina	$1.16M	+$1.69K	1	0.88%	Increased
5665	GPW Gentry Private Wealth Wichita, Kansas	$1.15M	+$1.09M	1	1.01%	New
5666	APW Axim Planning & Wealth Springboro, Ohio	$1.15M	-$48.1K	1	1.38%	Reduced
5667	MLRA Main Line Retirement Advisors Whitefish, Montana	$1.15M	-$129K	1	0.88%	Reduced
5668	LFA LifeGuide Financial Advisors Mechanicsburg, Pennsylvania	$1.15M	+$79.2K	2	0.56%	Increased
5669	IAMH IvyRock Asset Management (HK) Sheung Wan, Hong Kong	$1.14M	+$368K	3	0.49%	Increased
5670	SF SWP Financial San Diego, California	$1.14M	-$7.6K	3	0.75%	Reduced
5671	VFIC Valley Forge Investment Consultants Audubon, Pennsylvania	$1.14M	+$11K	2	0.43%	Increased
5672	SP Systematic Portfolios New York	$1.14M	+$18.5K	5	7.9%	Increased
5673	MKW Mullaney, Keating & Wright Middletown, Connecticut	$1.13M	+$1.07M	1	0.88%	New
5674	DFG Demars Financial Group Spokane Valley, Washington	$1.13M	-$17.3K	2	0.54%	Reduced
5675	MB Mizuho Bank Tokyo, Japan	$1.13M	+$1.15M	6	0.27%	New