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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
5901	PMAM Penn Mutual Asset Management Conshohocken, Pennsylvania	$593K	+$166K	2	1.26%	Increased
5902	IC Innealta Capital Austin, Texas	$585K	+$591K	77	0.19%	New
5903	EW Evoke Wealth Los Angeles, California	$584K	-$79.4M	2	0.69%	Reduced
5904	AC Applied Capital Little Rock, Arkansas	$580K	$0	1	0.33%	Maintained
5905	GG GenWealth Group Maplewood, New Jersey	$578K	$0	1	0.14%	Maintained
5906	PA Prism Advisors Studio City, California	$575K	$0	1	0.17%	Maintained
5907	KIC Keating Investment Counselors Delray Beach, Florida	$565K	-$456K	1	0.18%	Reduced
5908	BWM Biltmore Wealth Management Tempe, Arizona	$564K	+$207K	2	0.24%	Increased
5909	EPWM Essex Private Wealth Management Topsfield, Massachusetts	$564K	-$9.71K	1	1.43%	Reduced
5910	MCAI Members Capital Advisors Inc Madison, Wisconsin	$563K	$0	2	0.66%	Maintained
5911	BFP Briaud Financial Planning College Station, Texas	$562K	+$17K	5	0.32%	Increased
5912	BC Barnett & Company Chattanooga, Tennessee	$561K	$0	1	0.4%	Maintained
5913	NHFG New Harbor Financial Group Worcester, Massachusetts	$561K	+$190K	1	0.17%	Increased
5914	MWA Mills Wealth Advisors Southlake, Texas	$560K	-$61.7K	2	0.4%	Reduced
5915	BMCM Black Maple Capital Management Milwaukee, Wisconsin	$556K	+$299K	1	0.36%	Increased
5916	T TrueFG Cedar Park, Texas	$554K	+$15.6K	1	0.2%	Increased
5917	LTL Lowery Thomas LLC Pebble Beach, California	$554K	+$43.1K	1	0.4%	Increased
5918	BWM Buska Wealth Management Wausau, Wisconsin	$553K	+$160K	2	0.22%	Increased
5919	FC Family CFO Los Altos, California	$553K	+$174	4	0.34%	Increased
5920	SPWM Straight Path Wealth Management Jenison, Michigan	$549K	-$346	2	0.28%	Reduced
5921	SA SL Advisors Westfield, New Jersey	$549K	-$20.1K	1	1.09%	Reduced
5922	TC TAGStone Capital Charlotte, North Carolina	$548K	-$157K	1	0.31%	Reduced
5923	SIAS Summit Investment Advisory Services Roseville, Minnesota	$547K	+$37.2K	1	0.64%	Increased
5924	BWL Beacon Wealthcare LLC Raleigh, North Carolina	$546K	-$81.9K	1	0.24%	Reduced
5925	BFP Beacon Financial Planning Hyannis, Massachusetts	$544K	+$422	1	0.37%	Increased