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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	WH Wallace Hart Lexington, Kentucky	$422K	-$61.7K	1	0.32%	Reduced
5977	ORAM One River Asset Management Stamford, Connecticut	$421K	-$269K	3	0.05%	Reduced
5978	CCA Clarity Capital Advisors Lakewood Ranch, Florida	$419K	$0	1	0.3%	Maintained
5979	TCFP Treasure Coast Financial Planning Vero Beach, Florida	$418K	-$3.85K	1	0.26%	Reduced
5980	BWM BCGM Wealth Management Lafayette, Indiana	$416K	-$1.39M	1	0.14%	Reduced
5981	CFO Custos Family Office Austin, Texas	$412K	+$2.99K	1	0.15%	Increased
5982	OFG Omega Financial Group Santa Barbara, California	$410K	-$718K	1	0.16%	Reduced
5983	KCM Kennicott Capital Management Corte Madera, California	$405K	$0	1	0.16%	Maintained
5984	YAL Your Advocates Ltd Houston, Texas	$405K	+$17.4K	12	0.16%	Increased
5985	AFWM Abich Financial Wealth Management Ashburn, Virginia	$403K	-$917K	15	0.9%	Reduced
5986	DK David Kennon Sarasota, Florida	$402K	$0	1	0.16%	Maintained
5987	CWP Corepath Wealth Partners Scottsdale, Arizona	$401K	-$1.28K	1	0.39%	Reduced
5988	AC AIFG Consultants Halfmoon, New York	$401K	-$11.1K	1	0.3%	Reduced
5989	AFS AFG Fiduciary Services Hingham, Massachusetts	$401K	+$427	1	0.27%	Increased
5990	BWM BCS Wealth Management Johnson City, Tennessee	$399K	+$109K	1	0.17%	Increased
5991	EPAM Euro Pacific Asset Management Dorado, Puerto Rico	$399K	-$28.3K	1	0.07%	Reduced
5992	XC XY Capital Central, Hong Kong	$388K	+$385K	1	0.13%	New
5993	ICMP Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania	$387K	-$20.1K	1	0.3%	Reduced
5994	MAWAG Mid-American Wealth Advisory Group Kansas City, Missouri	$384K	+$20.1K	1	0.24%	Increased
5995	FFW Fusion Family Wealth Woodbury, New York	$383K	+$100K	1	0.04%	Increased
5996	S4W Solutions 4 Wealth Southlake, Texas	$382K	+$2.56K	1	0.75%	Increased
5997	BAWC Boyce & Associates Wealth Consulting Cedar Park, Texas	$380K	$0	1	0.39%	Maintained
5998	PFG Pinnacle Financial Group Western Springs, Illinois	$379K	-$9.4K	1	0.15%	Reduced
5999	WFA Websterrogers Financial Advisors Florence, South Carolina	$378K	+$20.5K	1	0.13%	Increased
6000	AFA Alpha Financial Advisors Charlotte, North Carolina	$375K	+$2.99K	1	0.17%	Increased