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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
5676	JPLA Joseph P. Lucia & Associates Yorktown Heights, New York	$2.9M	-$15K	3	0.87%	Reduced
5677	NIMC Nierenberg Investment Management Company Camas, Washington	$2.9M	$0	1	1.44%	Maintained
5678	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$2.89M	+$44.9K	9	1.74%	Increased
5679	BHWM Beaird Harris Wealth Management Dallas, Texas	$2.89M	+$139K	25	0.18%	Increased
5680	FWM ForthRight Wealth Management Alpharetta, Georgia	$2.89M	+$58.2K	4	0.74%	Increased
5681	GPW Gray Private Wealth Canton, Massachusetts	$2.89M	+$155K	3	1.25%	Increased
5682	FFG Fortress Financial Group Rochester, Minnesota	$2.89M	-$582K	2	1.44%	Reduced
5683	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$2.88M	+$170K	13	0.28%	Increased
5684	PPWM PFG Private Wealth Management Lutz, Florida	$2.88M	+$363K	4	1.25%	Increased
5685	RF RHS Financial San Francisco, California	$2.88M	+$1.13M	6	1.16%	Increased
5686	CFP Curran Financial Partners Daniel Island, South Carolina	$2.87M	-$8.12K	2	0.43%	Reduced
5687	DFA DHJJ Financial Advisors Naperville, Illinois	$2.87M	+$31.2K	17	0.83%	Increased
5688	TWP Tower Wealth Partners Lewisburg, Pennsylvania	$2.87M	+$184K	4	1.42%	Increased
5689	SA Scarborough Advisors Annapolis, Maryland	$2.87M	-$7.76M	3	0.33%	Reduced
5690	VFP Vilga Financial Planning Fair Lawn, New Jersey	$2.87M	-$99.5K	2	2.17%	Reduced
5691	DWS Discipline Wealth Solutions Greenville, South Carolina	$2.86M	+$55.1K	3	0.25%	Increased
5692	DHC Drum Hill Capital Westport, Connecticut	$2.85M	+$31.7K	2	2.91%	Increased
5693	CAM CPA Asset Management West Palm Beach, Florida	$2.85M	+$5.22K	4	0.82%	Increased
5694	TA Townsend & Associates Westminster, Colorado	$2.85M	-$25.9K	1	0.24%	Reduced
5695	PCC Park Circle Company Baltimore, Maryland	$2.84M	+$479K	5	2.43%	Increased
5696	GCP Guardian Capital (Pennsylvania) Wexford, Pennsylvania	$2.84M	-$932K	2	2.32%	Reduced
5697	Legacy Financial Group (Iowa) Des Moines, Iowa	$2.84M	-$76.1K	1	0.32%	Reduced
5698	KDA Kraft Davis & Associates St. Louis, Missouri	$2.84M	+$180K	2	0.59%	Increased
5699	BWM Blossom Wealth Management San Ramon, Ca, California	$2.84M	-$36.3K	4	4%	Reduced
5700	EA Eclectic Associates Fullerton, California	$2.84M	-$103K	4	0.32%	Reduced