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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
5826	NOI Newton One Investments Newark, Delaware	$592K	+$38.3K	4	0.27%	Increased
5827	TPW TL Private Wealth Southlake, Texas	$591K	$0	1	0.3%	Maintained
5828	LBC Lawrence B. Cohen	$590K	-$24.2M	1	28.72%	Reduced
5829	Chai Trust Company Chicago, Illinois	$588K	+$524K	1	0.05%	New
5830	DWM Denver Wealth Management Denver, Colorado	$580K	+$11.7K	1	0.33%	Increased
5831	Johns Hopkins University Baltimore, Maryland	$580K	+$493K	1	0.02%	New
5832	AIA Armor Investment Advisors Raleigh, North Carolina	$578K	+$19.2K	1	0.31%	Increased
5833	CAG Compass Advisory Group Melville, New York	$578K	-$13.5K	1	0.28%	Reduced
5834	Retirement Investment Advisors Oklahoma City, Oklahoma	$575K	-$842K	2	0.08%	Reduced
5835	CCM Contrarian Capital Management Greenwich, Connecticut	$575K	-$55.7K	1	0.14%	Reduced
5836	NI NFC Investments Memphis, Tennessee	$574K	+$543K	1	0.18%	New
5837	True Link Financial Advisors San Francisco, California	$570K	+$46.6K	2	0.06%	Increased
5838	PFG Peterson Financial Group Des Moines, Iowa	$566K	+$12.1K	1	3.71%	Increased
5839	RH RFG Holdings Argyle, Texas	$564K	+$74K	1	0.29%	Increased
5840	WAG Wheelhouse Advisory Group St. Louis, Missouri	$563K	+$532K	1	0.49%	New
5841	AI Arrien Investments Boise, Idaho	$562K	+$49.5K	2	0.49%	Increased
5842	PP Prosperity Planning Kansas City, Missouri	$558K	$0	1	0.21%	Maintained
5843	AWMNH Arcadia Wealth Management (New Hampshire) Manchester, New Hampshire	$554K	+$13.5K	1	0.39%	Increased
5844	SA SL Advisors Westfield, New Jersey	$554K	-$133K	1	1.19%	Reduced
5845	EFP EnRich Financial Partners Madison, Wisconsin	$553K	+$524K	1	0.23%	New
5846	CP Camelot Portfolios Maumee, Ohio	$552K	-$3.33M	1	0.33%	Reduced
5847	WAM Weinberger Asset Management Los Angeles, California	$549K	+$151K	1	0.28%	Increased
5848	MCM MontVue Capital Management Lynchburg, Virginia	$549K	+$519K	1	0.53%	New
5849	CWR Chico Wealth RIA Chico, California	$546K	$0	1	0.57%	Maintained
5850	AA Financial Advisors Columbus, Ohio	$543K	+$514K	1	0.36%	New