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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
5976	QWM Quaker Wealth Management Moorestown, New Jersey	$2.14M	+$131K	49	0.62%	Increased
5977	VH Visionary Horizons Knoxville, Tennessee	$2.14M	-$240K	3	0.89%	Reduced
5978	BWMG Barnes Wealth Management Group Bakersfield, California	$2.14M	+$90.7K	3	0.99%	Increased
5979	AWM Apex Wealth Management Bedford, New Hampshire	$2.13M	+$10.1K	1	1.3%	Increased
5980	AWMM Aegis Wealth Management (Maryland) Bethesda, Maryland	$2.13M	+$2.29M	2	1%	New
5981	PFG Prospect Financial Group Arlington, Virginia	$2.13M	-$82.6K	2	1.71%	Reduced
5982	KOC Koss-Olinger Consulting Gainesville, Florida	$2.12M	-$5.78M	3	0.16%	Reduced
5983	CWM CarsonAllaria Wealth Management Glen Carbon, Illinois	$2.12M	+$286K	1	0.92%	Increased
5984	AFR Applied Fundamental Research Cambridge, Massachusetts	$2.12M	-$2.77M	1	2.51%	Reduced
5985	EP Essential Planning Portsmouth, New Hampshire	$2.12M	+$2.12K	3	0.6%	Increased
5986	PCM Payne Capital Management New York	$2.12M	-$872K	4	0.56%	Reduced
5987	VFM Vision Financial Markets Stamford, Connecticut	$2.12M	+$42.6K	21	1.84%	Increased
5988	DQRIM Dale Q Rice Investment Management Vancouver, Washington	$2.11M	+$390K	3	1.15%	Increased
5989	HPWM High Point Wealth Management Chester, New Jersey	$2.11M	-$109K	9	1.72%	Reduced
5990	SF Schuylkill Financial Wyomissing, Pennsylvania	$2.11M	+$2.26M	2	1.95%	New
5991	PWA Peterson Wealth Advisors Orem, Utah	$2.11M	+$67.1K	2	0.25%	Increased
5992	MWM Momentous Wealth Management Vancouver, Washington	$2.11M	-$54.5K	2	1.08%	Reduced
5993	AWM Act Wealth Management Plano, Texas	$2.11M	+$197K	4	0.62%	Increased
5994	PPW Presilium Private Wealth Radnor, Pennsylvania	$2.1M	+$44.6K	3	0.32%	Increased
5995	PNC Point Nemo Capital Dripping Springs, Texas	$2.1M	+$1.66M	5	1.07%	Increased
5996	MCA Maryland Capital Advisors Chester, Maryland	$2.1M	+$2.16M	37	0.67%	New
5997	TF Tenon Financial Metuchen, New Jersey	$2.1M	+$125K	3	0.68%	Increased
5998	QFPS Quantum Financial Planning Services Spokane, Washington	$2.1M	-$305K	2	0.65%	Reduced
5999	LSL Legacy Solutions LLC Kennett Square, Pennsylvania	$2.1M	+$262K	3	1.7%	Increased
6000	AFS Anderson Financial Strategies Dayton, Ohio	$2.09M	+$1.87M	1	1.09%	New