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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
5751	QA Quattro Advisors Pittsburgh, Pennsylvania	$2.65M	+$14.8K	3	1.76%	Increased
5752	ATI ARK & TLK Investments Oklahoma City, Oklahoma	$2.65M	+$15.7K	2	0.65%	Increased
5753	GWA Geometric Wealth Advisors Washington, District of Columbia	$2.65M	-$9.35K	3	0.29%	Reduced
5754	BP BWM Planning The Woodlands, Texas	$2.65M	+$288K	2	0.61%	Increased
5755	CWMS Cannon Wealth Management Services Winston Salem, North Carolina	$2.65M	+$382K	3	1.45%	Increased
5756	CWM Clearview Wealth Management Irvine, California	$2.65M	+$1.43K	3	1.7%	Increased
5757	BWA BlueChip Wealth Advisors Milton, Georgia	$2.65M	-$149K	3	1%	Reduced
5758	CSIA Conrad Siegel Investment Advisors Harrisburg, Pennsylvania	$2.65M	+$172K	2	0.43%	Increased
5759	API Asset Planning Inc Cypress, California	$2.64M	-$168K	11	1.71%	Reduced
5760	CAM Concorde Asset Management Ann Arbor, Michigan	$2.64M	+$296K	4	1.53%	Increased
5761	OCG Opus Capital Group Cincinnati, Ohio	$2.64M	-$74.8K	3	0.26%	Reduced
5762	BWIA Bryant Woods Investment Advisors Getzville, New York	$2.64M	+$42.5K	3	0.73%	Increased
5763	WJA Willis Johnson & Associates Houston, Texas	$2.64M	-$2.53M	2	0.15%	Reduced
5764	CFGA Cambridge Financial Group (Arizona) Tucson, Arizona	$2.63M	-$29.6K	4	0.83%	Reduced
5765	GC Gibson Capital Wexford, Pennsylvania	$2.63M	+$394K	4	0.43%	Increased
5766	DF DecisionPoint Financial Mesa, Arizona	$2.63M	-$111K	62	0.49%	Reduced
5767	MAG Mayfair Advisory Group Birmingham, Alabama	$2.63M	+$173K	2	0.79%	Increased
5768	LL LPWM LLC Minneapolis, Minnesota	$2.63M	+$175K	2	0.58%	Increased
5769	MWM Maltin Wealth Management Ridgewood, New Jersey	$2.62M	+$480K	2	0.88%	Increased
5770	QFP Quantum Financial Partners Overland Park, Kansas	$2.62M	+$2.78M	3	1.34%	New
5771	SIAM Sterling Investment Advisors (Missouri) Bolivar, Missouri	$2.62M	-$9.75K	2	1.18%	Reduced
5772	KAM KEB Asset Management Springfield, Illinois	$2.62M	-$68.6K	5	0.42%	Reduced
5773	E3F Eight 31 Financial Midland, Texas	$2.62M	-$232K	2	1.56%	Reduced
5774	SA SRH Advisors Salina, Kansas	$2.61M	$0	8	0.67%	Maintained
5775	FWM Forteris Wealth Management Armonk, New York	$2.61M	+$545K	3	2.14%	Increased