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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	SPIA Strategic Point Investment Advisors Providence, Rhode Island	$353K	-$45.9K	1	0.07%	Reduced
5952	AFP Advus Financial Partners Winter Park, Florida	$350K	+$38.8K	1	0.17%	Increased
5953	ACM Alethea Capital Management Mercer Island, Washington	$348K	$0	1	0.4%	Maintained
5954	LFGH Lee Financial Group Hawaii Honolulu, Hawaii	$346K	+$356	1	0.29%	Increased
5955	SG Strid Group Newtown Square, Pennsylvania	$343K	+$53.4K	1	0.07%	Increased
5956	LCM Lynwood Capital Management Toronto, Ontario, Canada	$342K	+$412K	1	1.51%	New
5957	PWM Praetorian Wealth Management Carmel, California	$342K	+$324K	1	0.1%	New
5958	HWM HRC Wealth Management Moscow, Idaho	$341K	+$322K	1	0.29%	New
5959	AWM Avondale Wealth Management West Lake Hills, Texas	$338K	-$301K	5	0.27%	Reduced
5960	WIT LLC District Of Columbia, District of Columbia	$338K	-$566K	1	0.01%	Reduced
5961	HWMT Heritage Wealth Management (Texas) Houston, Texas	$337K	-$253K	1	0.24%	Reduced
5962	FFL Future Fund LLC Chicago, Illinois	$336K	-$84.9K	1	0.93%	Reduced
5963	ARIS Advanced Research Investment Solutions Los Angeles, California	$336K	+$70.8K	1	0.21%	Increased
5964	BAWC Boyce & Associates Wealth Consulting Cedar Park, Texas	$336K	$0	1	0.49%	Maintained
5965	LPP Life Planning Partners Jacksonville, Florida	$333K	+$316K	6	0.33%	New
5966	SRB Shotwell Rutter Baer Lansing, Michigan	$331K	+$302K	1	0.32%	New
5967	TF Threadgill Financial Spring, Texas	$330K	+$7.47K	1	0.22%	Increased
5968	D Dentgroup Baton Rouge, Louisiana	$325K	-$1.29M	1	0.29%	Reduced
5969	AFA Alpha Financial Advisors Charlotte, North Carolina	$325K	+$308K	1	0.16%	New
5970	CFGF Compass Financial Group (Florida) Deerfield Beach, Florida	$325K	$0	1	0.18%	Maintained
5971	HFA Highland Financial Advisors Wayne, New Jersey	$323K	-$2.14K	1	0.14%	Reduced
5972	DK David Kennon Sarasota, Florida	$319K	$0	1	0.14%	Maintained
5973	SIAS Summit Investment Advisory Services Roseville, Minnesota	$318K	+$301K	1	0.2%	New
5974	SSC Syverson Strege & Co West Des Moines, Iowa	$312K	-$3.78K	1	0.12%	Reduced
5975	HWA Hillcrest Wealth Advisors Hazlet, New Jersey	$308K	+$356	1	0.17%	Increased