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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
5876	OA Oceanside Advisors Mount Pleasant, South Carolina	$636K	$0	1	0.51%	Maintained
5877	FPW Flagship Private Wealth Woburn, Massachusetts	$636K	+$10.6K	2	0.38%	Increased
5878	CA Continental Advisors Park City, Utah	$635K	+$607K	1	0.28%	New
5879	VL Vima LLC Troy, Michigan	$634K	-$273K	1	1.38%	Reduced
5880	VFG Valley Financial Group Ambler, Pennsylvania	$630K	-$845	1	0.46%	Reduced
5881	CI Cordant Inc Portland, Oregon	$628K	-$127K	2	0.35%	Reduced
5882	SIA Spectrum Investment Advisors Mequon, Wisconsin	$626K	-$208K	1	0.46%	Reduced
5883	TTSTC Texas Treasury Safekeeping Trust Company Austin, Texas	$625K	$0	1	0.02%	Maintained
5884	WCM Windham Capital Management Boston, Massachusetts	$624K	$0	1	0.49%	Maintained
5885	JWM JFG Wealth Management Denver, Colorado	$624K	-$107K	1	0.18%	Reduced
5886	PVAMC PPS&V Asset Management Consultants Portage, Michigan	$623K	+$422	1	0.45%	Increased
5887	CMP Courage Miller Partners Norfolk, Virginia	$623K	$0	1	0.22%	Maintained
5888	SG Sharper & Granite El Segundo, California	$619K	-$10.6K	1	0.3%	Reduced
5889	AAG Avalon Advisory Group Wexford, Pennsylvania	$617K	$0	1	0.29%	Maintained
5890	CPCM Cardinal Point Capital Management Toronto, Ontario, Canada	$615K	+$144K	1	0.11%	Increased
5891	BSWM Boston Standard Wealth Management Winchester, Massachusetts	$613K	-$147K	1	0.13%	Reduced
5892	CAG Compass Advisory Group Melville, New York	$611K	-$6.33K	1	0.27%	Reduced
5893	RFA RTD Financial Advisors Philadelphia, Pennsylvania	$611K	+$17.3K	1	0.08%	Increased
5894	DI Disciplined Investments Tulsa, Oklahoma	$609K	+$11.4K	1	0.32%	Increased
5895	HOWA Heritage Oak Wealth Advisors Santa Rosa Beach, Florida	$607K	+$574K	1	0.31%	New
5896	IHWM Iron Horse Wealth Management Johston, Iowa	$604K	+$242K	21	0.23%	Increased
5897	LFWA LBJ Family Wealth Advisors Austin, Texas	$602K	+$568K	1	0.38%	New
5898	SFO Standard Family Office Sioux Falls, South Dakota	$601K	$0	2	0.77%	Maintained
5899	SC Sagefield Capital Dallas, Texas	$598K	+$551K	2	0.06%	New
5900	BP BCK Partners Corning, New York	$594K	+$91.2K	1	0.31%	Increased