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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	RFS Retirement Financial Solutions Knoxville, Tennessee	$471K	+$25.3K	1	0.22%	Increased
5952	SJGA Stephen J. Garry & Associates Garden City, New York	$463K	$0	1	0.47%	Maintained
5953	PWP PrairieView Wealth Partners Orland Park, Illinois	$463K	$0	1	0.39%	Maintained
5954	LG LAM Group Lake Oswego, Oregon	$461K	+$10.3K	4	0.39%	Increased
5955	TFP Traction Financial Partners Encampment, Wyoming	$456K	$0	1	0.33%	Maintained
5956	WS Wela Strategies Atlanta, Georgia	$456K	+$146K	1	0.21%	Increased
5957	VF Vista Finance Clayton, Missouri	$456K	+$78.1K	1	0.7%	Increased
5958	SA Sunesis Advisors Overland Park, Kansas	$455K	$0	1	0.27%	Maintained
5959	WH Wallace Hart Lexington, Kentucky	$454K	+$397K	1	0.35%	New
5960	CWP Corepath Wealth Partners Scottsdale, Arizona	$447K	+$188K	1	0.47%	Increased
5961	IFA Interactive Financial Advisors New Lenox, Illinois	$447K	-$11K	1	0.25%	Reduced
5962	FW Fairway Wealth Independence, Ohio	$446K	+$419K	19	0.26%	New
5963	WI WJ Interests Sugar Land, Texas	$446K	$0	1	0.22%	Maintained
5964	CCM Contrarian Capital Management Greenwich, Connecticut	$445K	$0	1	0.14%	Maintained
5965	SPIA Strategic Point Investment Advisors Providence, Rhode Island	$441K	+$28.3K	1	0.08%	Increased
5966	AFP Advus Financial Partners Winter Park, Florida	$438K	$0	1	0.2%	Maintained
5967	TCFP Treasure Coast Financial Planning Vero Beach, Florida	$438K	$0	1	0.29%	Maintained
5968	CCA Clarity Capital Advisors Lakewood Ranch, Florida	$436K	+$422	1	0.34%	Increased
5969	TFG Tilson Financial Group New Providence, New Jersey	$432K	-$909K	1	0.44%	Reduced
5970	DB Dravo Bay Rehoboth Beach, Delaware	$431K	-$55.7K	1	0.24%	Reduced
5971	PWMG Pioneer Wealth Management Group Austin, Texas	$429K	+$217K	1	0.23%	Increased
5972	AC AIFG Consultants Halfmoon, New York	$428K	+$5.49K	1	0.32%	Increased
5973	GC Glenorchy Capital Boorolite, Australia	$426K	+$88.9K	1	0.13%	Increased
5974	AFS AFG Fiduciary Services Hingham, Massachusetts	$426K	-$478K	1	0.3%	Reduced
5975	CFO Custos Family Office Austin, Texas	$425K	-$16.5K	1	0.17%	Reduced