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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	FPW Flagship Private Wealth Woburn, Massachusetts	$647K	+$1.28K	2	0.33%	Increased
5877	NI NFC Investments Memphis, Tennessee	$645K	-$10.7K	1	0.19%	Reduced
5878	SA SL Advisors Westfield, New Jersey	$639K	+$2.09K	1	1.15%	Increased
5879	FC Family CFO Los Altos, California	$629K	+$196	4	0.35%	Increased
5880	DWM Denver Wealth Management Denver, Colorado	$629K	+$8.12K	1	0.29%	Increased
5881	LPU Lansdowne Partners (UK) London, United Kingdom	$628K	-$1.9M	1	0.05%	Reduced
5882	IAIM Industrial Alliance Investment Management Quebec, Quebec, Canada	$626K	-$56.9K	2	0.32%	Reduced
5883	HAS Horizon Advisory Services West Henrietta, New York	$624K	+$332K	2	0.28%	Increased
5884	PMAM Penn Mutual Asset Management Conshohocken, Pennsylvania	$620K	-$41.5K	2	1.23%	Reduced
5885	SC Schubert & Co Mckinney, Texas	$616K	+$97.5K	1	0.44%	Increased
5886	RFA RTD Financial Advisors Philadelphia, Pennsylvania	$615K	+$26.5K	1	0.08%	Increased
5887	MCAI Members Capital Advisors Inc Madison, Wisconsin	$615K	$0	2	0.71%	Maintained
5888	OA Oceanside Advisors Mount Pleasant, South Carolina	$613K	$0	1	0.46%	Maintained
5889	CFGSD Compass Financial Group (South Dakota) Sioux Falls, South Dakota	$610K	+$33.1K	2	0.12%	Increased
5890	BWM Biltmore Wealth Management Tempe, Arizona	$609K	+$427	2	0.25%	Increased
5891	SFO Standard Family Office Sioux Falls, South Dakota	$607K	$0	2	0.74%	Maintained
5892	SIA Spectrum Investment Advisors Mequon, Wisconsin	$603K	+$427	1	0.41%	Increased
5893	PVAMC PPS&V Asset Management Consultants Portage, Michigan	$600K	+$427	1	0.41%	Increased
5894	CMP Courage Miller Partners Norfolk, Virginia	$600K	+$427	1	0.2%	Increased
5895	DP Divergent Planning Bethesda, Maryland	$596K	+$294K	1	0.22%	Increased
5896	AAG Avalon Advisory Group Wexford, Pennsylvania	$594K	$0	1	0.27%	Maintained
5897	DI Disciplined Investments Tulsa, Oklahoma	$593K	+$6.41K	1	0.29%	Increased
5898	FCM FJ Capital Management Mclean, Virginia	$590K	+$544K	1	0.06%	New
5899	BWL Beacon Wealthcare LLC Raleigh, North Carolina	$590K	+$63.3K	1	0.24%	Increased
5900	LWIC Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada	$589K	-$16.6M	1	0.04%	Reduced