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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	MWM MBE Wealth Management Tomah, Wisconsin	$947K	-$10.1K	1	0.57%	Reduced
5752	EFP EnRich Financial Partners Madison, Wisconsin	$939K	+$54.1K	9	0.34%	Increased
5753	TPW TL Private Wealth Southlake, Texas	$938K	+$201K	2	0.42%	Increased
5754	DC Darrow Company Needham, Massachusetts	$937K	$0	1	0.61%	Maintained
5755	LCM Lunt Capital Management Holladay, Utah	$936K	$0	2	0.46%	Maintained
5756	AWA Authentikos Wealth Advisory Morgan Hill, California	$936K	-$74.4K	2	0.91%	Reduced
5757	BWM Brickley Wealth Management San Mateo, California	$935K	-$106K	1	0.2%	Reduced
5758	FLC Fifth Lane Capital Austin, Texas	$935K	-$130K	2	1.35%	Reduced
5759	VFA Virtus Fund Advisers Hartford, Connecticut	$934K	-$1.14M	13	3.7%	Reduced
5760	PWH Priebe Wealth Holdings Maple Grove, Minnesota	$934K	-$27K	1	0.74%	Reduced
5761	CWR Chico Wealth RIA Chico, California	$925K	+$66.3K	1	0.85%	Increased
5762	GOCP Great Oak Capital Partners South Easton, Massachusetts	$925K	-$4.22K	1	0.35%	Reduced
5763	LWM Luminvest Wealth Management Scottsdale, Arizona	$921K	+$668K	2	0.43%	Increased
5764	WIC Whitegate Investment Counselors Concord, New Hampshire	$919K	+$107K	2	0.26%	Increased
5765	CAAM Cornerstone Advisors Asset Management Bethlehem, Pennsylvania	$918K	$0	2	0.26%	Maintained
5766	HCRE Hoya Capital Real Estate Rowayton, Connecticut	$914K	$0	1	17.91%	Maintained
5767	PIFP Partners in Financial Planning Salem, Virginia	$910K	+$9.71K	1	0.2%	Increased
5768	PWA Pillar Wealth Advisors West Chester, Pennsylvania	$909K	-$646K	2	1.09%	Reduced
5769	HFA Highland Financial Advisors Wayne, New Jersey	$908K	+$179K	2	0.34%	Increased
5770	RFG REAP Financial Group Austin, Texas	$904K	-$146K	16	0.24%	Reduced
5771	BFS Burrus Financial Services Salt Lake City, Utah	$902K	+$1.27K	1	0.46%	Increased
5772	EFG Ehrlich Financial Group Laguna Niguel, California	$902K	+$69.3K	2	0.71%	Increased
5773	TPW Tiller Private Wealth Bethlehem, Pennsylvania	$899K	+$210K	2	0.39%	Increased
5774	SC Schiavi & Co Wilmington, Delaware	$894K	+$371K	2	0.35%	Increased
5775	CPL Corecam Pte Ltd Singapore,	$883K	+$834K	1	0.66%	New