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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	FF Friedenthal Financial Marlton, New Jersey	$761K	-$227K	1	0.47%	Reduced
5827	NRA NSI Retail Advisors Warrendale, Pennsylvania	$761K	$0	1	0.13%	Maintained
5828	AFG Arkansas Financial Group Little Rock, Arkansas	$759K	-$8.87K	1	0.14%	Reduced
5829	KA Kure Advisory Plymouth, Minnesota	$756K	+$78.1K	1	0.62%	Increased
5830	PHS PFM Health Sciences San Francisco, California	$753K	-$26.8M	1	0.04%	Reduced
5831	MSA Marathon Strategic Advisors Pittsburgh, Pennsylvania	$749K	+$721K	2	0.88%	New
5832	FI FIDELIS iM Medford, Oregon	$749K	+$1.27K	1	0.37%	Increased
5833	GFWA Grey Fox Wealth Advisors Rockland, Delaware	$748K	+$67.1K	1	0.26%	Increased
5834	TFP Triune Financial Partners Overland Park, Kansas	$746K	-$25.8K	2	0.26%	Reduced
5835	WSFG Wall Street Financial Group Carlinville, Illinois	$741K	+$742K	2	1.26%	New
5836	TH Team Hewins Redwood City, California	$739K	+$699K	1	0.31%	New
5837	WCWM Wooster Corthell Wealth Management Glastonbury, Connecticut	$737K	+$374K	2	0.17%	Increased
5838	AAMC Asset Allocation & Management Company Chicago, Illinois	$734K	$0	1	0.49%	Maintained
5839	MAM McCarthy Asset Management Redwood Shores, California	$734K	$0	1	0.43%	Maintained
5840	CFP Cypress Financial Planning Haddon Heights, New Jersey	$733K	-$322K	1	0.3%	Reduced
5841	HSWS Higgins & Schmidt Wealth Strategies Denver, Colorado	$733K	+$4.65K	1	0.53%	Increased
5842	HPA High Probability Advisors Pittsford, New York	$733K	$0	1	0.13%	Maintained
5843	SC Schoolcraft Capital Boulder, Colorado	$731K	-$225K	1	0.16%	Reduced
5844	BAWM Bennett Associates Wealth Management Butler, Pennsylvania	$729K	-$261K	1	0.66%	Reduced
5845	Delta Accumulation LLC Sausalito, California	$723K	+$845	1	0.05%	Increased
5846	NFP NorthLanding Financial Partners Rochester, New York	$723K	+$2.32K	2	0.77%	Increased
5847	SA Scarborough Advisors Annapolis, Maryland	$721K	+$106K	15	0.3%	Increased
5848	UID Union Investments & Development Tel Aviv, Israel	$717K	-$3.12M	4	4.37%	Reduced
5849	SI Sprott Inc Toronto, Ontario, Canada	$716K	+$442K	2	0.05%	Increased
5850	SWMG Sanchez Wealth Management Group Jacksonville, Florida	$716K	+$5.94K	2	0.23%	Increased