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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
5726	BF Blankinship & Foster Solana Beach, California	$1.01M	+$422	2	0.26%	Increased
5727	ODA One Degree Advisors San Diego, California	$1M	+$83.6K	1	0.48%	Increased
5728	HI Harper Investing Santa Clara, California	$1M	+$536K	1	0.99%	Increased
5729	WAM Weinberger Asset Management Los Angeles, California	$1M	+$332K	2	0.47%	Increased
5730	AWA Arbor Wealth Advisors Troy, Michigan	$1M	-$10.6K	1	0.99%	Reduced
5731	CC Capstone Capital Henderson, Nevada	$1M	-$2.8K	2	0.89%	Reduced
5732	VF Vawter Financial Columbus, Ohio	$1M	+$49K	3	0.69%	Increased
5733	CM Crystalline Management Montreal, Quebec, Canada	$999K	+$993K	1	0.95%	New
5734	AWP Avid Wealth Partners San Antonio, Texas	$998K	-$110K	1	0.78%	Reduced
5735	WFL Wealth Forward LLC Fargo, North Dakota	$993K	+$82.4K	1	0.78%	Increased
5736	CFC Coyle Financial Counsel Glenview, Illinois	$991K	$0	1	0.35%	Maintained
5737	NECFA New England Capital Financial Advisors Meriden, Connecticut	$984K	+$1.23K	10	0.55%	Increased
5738	AI Auour Investments Woburn, Massachusetts	$984K	$0	1	0.37%	Maintained
5739	M MYeCFO La Jolla, California	$981K	+$25.5K	2	0.57%	Increased
5740	GCL Gouws Capital LLC Charlotte, North Carolina	$974K	$0	1	0.7%	Maintained
5741	CCI Credit Capital Investments Livingston, New Jersey	$973K	-$185K	3	1.22%	Reduced
5742	LWMNY Landmark Wealth Management (New York) Melville, New York	$969K	-$1.4M	1	0.76%	Reduced
5743	DWMS Dominguez Wealth Management Solutions Williamsburg, Virginia	$969K	+$2.08K	2	0.73%	Increased
5744	CCA Conservest Capital Advisors Wynnewood, Pennsylvania	$959K	$0	1	0.1%	Maintained
5745	CWM Campbell Wealth Management Alexandria, Virginia	$959K	-$4.37M	3	0.31%	Reduced
5746	DADR Dynamo Administracao de Recursos Rio De Janeiro, Brazil	$957K	-$1.03M	1	5.89%	Reduced
5747	PIC Portland Investment Counsel Burlington, Ontario, Canada	$955K	-$7.18K	1	0.34%	Reduced
5748	CFS Cannon Financial Strategists Athens, Georgia	$955K	-$103K	1	0.18%	Reduced
5749	MCM MontVue Capital Management Lynchburg, Virginia	$952K	+$335K	1	0.76%	Increased
5750	VARA Value Aligned Research Advisors Princeton, New Jersey	$952K	-$67.4M	2	0.21%	Reduced