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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
5701	NQWM Northwest Quadrant Wealth Management Bend, Oregon	$2.84M	+$65K	6	0.53%	Increased
5702	LAS LWM Advisory Services Plantation, Florida	$2.83M	-$1.1M	4	5.06%	Reduced
5703	VWA VSM Wealth Advisory Hunt Valley, Maryland	$2.83M	-$36.1K	10	0.75%	Reduced
5704	EF Entrust Financial Wayne, Pennsylvania	$2.83M	-$78.1K	20	1.84%	Reduced
5705	WIA Wetzel Investment Advisors Indianapolis, Indiana	$2.83M	-$460K	3	0.98%	Reduced
5706	3F 360 Financial Wayzata, Minnesota	$2.82M	-$114K	2	0.72%	Reduced
5707	WW Winnow Wealth Waco, Texas	$2.81M	-$68.3K	4	1.91%	Reduced
5708	FA Fedenia Advisers Madison, Wisconsin	$2.81M	+$45.1K	18	0.67%	Increased
5709	GCM Gunpowder Capital Management Towson, Maryland	$2.79M	-$1.27M	11	1.96%	Reduced
5710	WF WealthPoint Financial Cramerton, North Carolina	$2.79M	+$300K	3	2.04%	Increased
5711	SCA Southern Capital Advisors Jackson, Tennessee	$2.79M	-$295K	3	1.17%	Reduced
5712	LWM Level Wealth Management Greensboro, North Carolina	$2.78M	-$25.9K	3	1.11%	Reduced
5713	ZWA Zinnia Wealth Advisory Ocala, Florida	$2.78M	-$216K	5	2.84%	Reduced
5714	SO Sierra Ocean Ripon, California	$2.78M	+$230K	3	1.92%	Increased
5715	FFA Frazier Financial Advisors Columbus, Ohio	$2.78M	-$244K	26	1.4%	Reduced
5716	CCP Carmel Capital Partners San Diego, California	$2.77M	-$1.98M	5	0.91%	Reduced
5717	PS Portfolio Strategies Monsey, New York	$2.77M	-$7.67K	4	0.27%	Reduced
5718	CPW Crestmont Private Wealth Houston, Texas	$2.76M	-$1.36M	5	0.77%	Reduced
5719	WFA WestHill Financial Advisors San Rafael, California	$2.76M	-$48.1K	2	0.47%	Reduced
5720	PP Paladin Partners Hartland, Wisconsin	$2.74M	+$51.3K	10	1.81%	Increased
5721	WOSD WFA of San Diego San Diego, California	$2.74M	-$564K	3	2.24%	Reduced
5722	BPIM Brant Point Investment Management New York	$2.74M	-$2.09M	3	0.34%	Reduced
5723	EP E6 Portfolios Midvale, Utah	$2.73M	+$1.02M	5	2.18%	Increased
5724	WPW Watershed Private Wealth Oak Brook, Illinois	$2.73M	-$1.17M	3	0.77%	Reduced
5725	GFG Greenbush Financial Group Albany, New York	$2.73M	-$27.5K	1	0.8%	Reduced