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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	TPCM Templeton & Phillips Capital Management Lookout Mountain, Tennessee	$1.07M	+$933K	1	0.95%	New
5702	AWA Adapt Wealth Advisors Atlanta, Georgia	$1.07M	+$169K	3	0.67%	Increased
5703	AI Arena Investors Purchase, New York	$1.07M	+$989K	1	8.55%	New
5704	EPP ETF Portfolio Partners Leawood, Kansas	$1.07M	$0	2	0.33%	Maintained
5705	PWM Provident Wealth Management Brentwood, Tennessee	$1.07M	-$348K	1	0.39%	Reduced
5706	DW Dodds Wealth Greenwood Village, Colorado	$1.06M	+$84.9K	2	0.42%	Increased
5707	CPCP Cedar Point Capital Partners Cedar Rapids, Iowa	$1.06M	+$16.9K	1	0.8%	Increased
5708	CSIA Carl Stuart Investment Advisor Austin, Texas	$1.06M	$0	2	0.67%	Maintained
5709	GF GGM Financials Columbus, Ohio	$1.06M	+$997K	1	0.97%	New
5710	VCMGDR Vinland Capital Management Gestora de Recursos Sao Paulo, Brazil	$1.05M	-$6.54M	2	0.69%	Reduced
5711	BFS Beacon Financial Strategies Raleigh, North Carolina	$1.05M	-$258K	3	0.76%	Reduced
5712	TIM Total Investment Management Scottsdale, Arizona	$1.05M	-$279K	1	0.14%	Reduced
5713	MRI Mad River Investors Boston, Massachusetts	$1.05M	-$3.36K	1	0.7%	Reduced
5714	CWM Collaborative Wealth Management Lake Mary, Florida	$1.05M	-$8.87K	1	0.51%	Reduced
5715	EAM Eschler Asset Management London, United Kingdom	$1.04M	-$970K	1	0.82%	Reduced
5716	RWA Redmont Wealth Advisors Chicago, Illinois	$1.04M	$0	16	1.63%	Maintained
5717	SW Signify Wealth Saint Louis, Missouri	$1.03M	-$84.9K	1	1.48%	Reduced
5718	WWM Wiser Wealth Management Marietta, Georgia	$1.03M	+$252K	1	0.32%	Increased
5719	MA Mosaic Advisors Houston, Texas	$1.02M	-$19.8K	1	0.83%	Reduced
5720	IW Instrumental Wealth Tampa, Florida	$1.02M	-$25.3K	1	1.05%	Reduced
5721	SHIM Stone House Investment Management Tunkhannock, Pennsylvania	$1.02M	-$117K	11	0.26%	Reduced
5722	CWM Chicago Wealth Management Chicago, Illinois	$1.02M	+$1.27K	1	0.58%	Increased
5723	TFM Trademark Financial Management Bloomington, Minnesota	$1.01M	+$531K	1	0.82%	Increased
5724	SS Sound Stewardship Overland Park, Kansas	$1.01M	-$41K	1	0.61%	Reduced
5725	FA Financial Alternatives La Jolla, California	$1.01M	+$457K	3	0.76%	Increased