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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
5776	AA Addison Advisors Middlebury, Vermont	$2.61M	-$10.1M	30	1.23%	Reduced
5777	LFGO Legacy Financial Group (Oklahoma) Tulsa, Oklahoma	$2.61M	-$32K	2	0.61%	Reduced
5778	SWM SK Wealth Management Providence, Rhode Island	$2.61M	-$49K	2	0.59%	Reduced
5779	SRCM Signature Resources Capital Management Newport Beach, California	$2.61M	+$391K	25	1.03%	Increased
5780	MTI Merrithew & Thorsten Inc San Diego, California	$2.61M	-$85.7K	6	2.22%	Reduced
5781	GIO Galilei Investment Office London, United Kingdom	$2.61M	$0	1	1.2%	Maintained
5782	CCA Cooper Capital Advisors Encinitas, California	$2.61M	-$46K	2	1.13%	Reduced
5783	VWWMG Vermillion & White Wealth Management Group Phoenixville, Pennsylvania	$2.6M	+$51.4K	2	1.32%	Increased
5784	ECM EMC Capital Management Houston, Texas	$2.6M	+$2.79M	8	1.03%	New
5785	TF Tenzing Financial Williamsburg, Virginia	$2.6M	-$35.7K	2	1.78%	Reduced
5786	EAM Everstar Asset Management Mooresville, North Carolina	$2.59M	+$1.17M	2	1.25%	Increased
5787	RFS RM Financial Services Falmouth, Maine	$2.59M	-$12.5K	3	1.93%	Reduced
5788	CDWM Campbell Deegan Wealth Management Richmond, Virginia	$2.59M	+$148K	4	1.84%	Increased
5789	CSWG Cardinal Strategic Wealth Guidance Louisville, Kentucky	$2.59M	-$10.3K	2	0.59%	Reduced
5790	CFG Capital Financial Group Greenwood Village, Colorado	$2.59M	+$198K	2	1.36%	Increased
5791	VPWA Vestia Personal Wealth Advisors Fort Wayne, Indiana	$2.59M	+$51.7K	4	1.01%	Increased
5792	G Gainplan Bloomfield Hills, Michigan	$2.58M	+$2.71M	2	1.02%	New
5793	VWA VERITY Wealth Advisors Sausalito, United States	$2.58M	+$61.9K	2	1.56%	Increased
5794	GFP Guardian Financial Partners Orange, California	$2.58M	+$54.8K	2	1%	Increased
5795	EFP Elser Financial Planning Indianapolis, Indiana	$2.58M	-$331K	2	0.11%	Reduced
5796	RC Rangeley Capital New Canaan, Connecticut	$2.58M	+$1.21M	7	2.35%	Increased
5797	FF Formulate Financial Boca Raton, Florida	$2.57M	-$271K	2	2.71%	Reduced
5798	AWP Astra Wealth Partners Jersey City, New Jersey	$2.57M	+$358K	3	1.37%	Increased
5799	NC nVerses Capital Wellington, Florida	$2.57M	-$3.25M	12	3.95%	Reduced
5800	SSA Shepherd Street Advisors Larkspur, California	$2.56M	-$371K	2	2.25%	Reduced