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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	HWM HRC Wealth Management Moscow, Idaho	$467K	+$58.1K	1	0.3%	Increased
5952	TFP Traction Financial Partners Encampment, Wyoming	$466K	-$855	1	0.37%	Reduced
5953	FF Farnam Financial Phoenix, Arizona	$464K	+$460K	1	0.51%	New
5954	MFG Marmo Financial Group Johnson City, Tennessee	$462K	$0	1	0.25%	Maintained
5955	AAI American Assets Inc San Diego, California	$459K	+$492K	1	0.15%	New
5956	LG LAM Group Lake Oswego, Oregon	$457K	$0	4	0.32%	Maintained
5957	PWMG Pioneer Wealth Management Group Austin, Texas	$457K	$0	1	0.22%	Maintained
5958	SWS SYSTM Wealth Solutions Chicago, Illinois	$455K	-$80.6M	11	13.8%	Reduced
5959	RVM Robinson Value Management San Antonio, Texas	$454K	$0	1	0.29%	Maintained
5960	CAM Cobblestone Asset Management Richmond, Virginia	$453K	+$196K	2	0.27%	Increased
5961	SRB Shotwell Rutter Baer Lansing, Michigan	$452K	$0	1	0.37%	Maintained
5962	GF Goodman Financial Houston, Texas	$451K	-$838K	1	0.1%	Reduced
5963	SJGA Stephen J. Garry & Associates Garden City, New York	$446K	$0	1	0.42%	Maintained
5964	RFS Retirement Financial Solutions Knoxville, Tennessee	$442K	-$11.5K	1	0.19%	Reduced
5965	BWM Benchmark Wealth Management Old Lyme, Connecticut	$441K	-$42.7K	1	0.22%	Reduced
5966	VF Vista Finance Clayton, Missouri	$440K	+$855	1	0.6%	Increased
5967	WS Wela Strategies Atlanta, Georgia	$439K	$0	1	0.19%	Maintained
5968	BWA BCU Wealth Advisors Vernon Hills, Illinois	$439K	+$178K	2	0.26%	Increased
5969	SA Sunesis Advisors Overland Park, Kansas	$438K	$0	1	0.26%	Maintained
5970	PWP PrairieView Wealth Partners Orland Park, Illinois	$435K	-$10.7K	1	0.47%	Reduced
5971	Belvedere Trading Chicago, Illinois	$435K	-$151K	4	0%	Reduced
5972	IFA Interactive Financial Advisors New Lenox, Illinois	$430K	$0	1	0.22%	Maintained
5973	WPWM Windward Private Wealth Management Overland Park, Kansas	$427K	+$188K	1	0.16%	Increased
5974	SPIA Strategic Point Investment Advisors Providence, Rhode Island	$424K	$0	1	0.07%	Maintained
5975	JFG JDM Financial Group Austin, Texas	$424K	+$68.6K	18	0.23%	Increased