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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
5951	FWWM Fiscal Wisdom Wealth Management Canton, Connecticut	$2.21M	+$87K	3	1.87%	Increased
5952	AWM AAF Wealth Management Westborough, Massachusetts	$2.21M	+$237K	3	0.81%	Increased
5953	OPWM Oregon Pacific Wealth Management Medford, Oregon	$2.2M	+$44K	3	2.07%	Increased
5954	SWA Serenus Wealth Advisors Santa Monica, California	$2.19M	+$73.5K	5	0.38%	Increased
5955	AWA Artemis Wealth Advisors New York	$2.19M	-$3.51M	1	0.26%	Reduced
5956	HFS Hughes Financial Services Herndon, Virginia	$2.19M	+$286K	81	0.29%	Increased
5957	OPF Old Peak Finance Chapel Hill, North Carolina	$2.19M	+$748K	3	1.06%	Increased
5958	SWM Sterling Wealth Management Champaign, Illinois	$2.19M	+$25.1K	2	0.54%	Increased
5959	TW Towerpoint Wealth Sacramento, California	$2.19M	+$90.7K	3	0.76%	Increased
5960	SRPTWM Split Rock Private Trading & Wealth Management Cloquet, Minnesota	$2.18M	+$244K	3	1.5%	Increased
5961	NWP NerdWallet Wealth Partners New York	$2.18M	+$20.9K	3	0.75%	Increased
5962	BTIM BancFirst Trust & Investment Management Oklahoma City, Oklahoma	$2.18M	+$1.19M	4	0.92%	Increased
5963	WFA West Financial Advisors Des Moines, Iowa	$2.17M	+$35K	8	0.33%	Increased
5964	SPWM Spartan Planning & Wealth Management Greensboro, North Carolina	$2.17M	+$185K	1	1.45%	Increased
5965	NFGH Nan Fung Group Holdings Kai Tak, Hong Kong	$2.17M	$0	1	1.65%	Maintained
5966	CAAM Cornerstone Advisors Asset Management Bethlehem, Pennsylvania	$2.16M	-$143K	2	0.28%	Reduced
5967	THL Tillman Hartley LLC Denver, Colorado	$2.16M	-$452K	3	0.48%	Reduced
5968	OGC One68 Global Capital New York	$2.15M	+$2.15M	5	4.56%	Increased
5969	HIA HTG Investment Advisors New Canaan, Connecticut	$2.15M	+$492K	4	0.55%	Increased
5970	SFS Sunrise Financial Services Burien, Washington	$2.15M	+$29.4K	18	1.28%	Increased
5971	MRP Measured Risk Portfolios San Diego, California	$2.15M	-$17.7K	2	1.91%	Reduced
5972	IAG Ipsen Advisor Group Little Rock, Arkansas	$2.15M	-$215K	2	1.38%	Reduced
5973	MRI Mad River Investors Boston, Massachusetts	$2.15M	+$30.2K	2	0.8%	Increased
5974	DCM Dean Capital Management Overland Park, Kansas	$2.14M	-$1.35M	1	0.78%	Reduced
5975	DI Disciplined Investments Tulsa, Oklahoma	$2.14M	+$1.81K	3	0.69%	Increased