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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
6001	HWM Horizons Wealth Management Asheville, North Carolina	$298K	$0	4	0.2%	Maintained
6002	FWM Fortress Wealth Management Culver City, California	$289K	+$278K	1	0.15%	New
6003	GWA Gibson Wealth Advisors Tyler, Texas	$286K	+$274K	1	0.28%	New
6004	IR IAT Reinsurance New York	$286K	$0	1	0.13%	Maintained
6005	SWA Safir Wealth Advisors Greenland, New Hampshire	$286K	$0	1	0.23%	Maintained
6006	WCWM Wooster Corthell Wealth Management Glastonbury, Connecticut	$285K	+$1.62K	1	0.07%	Increased
6007	SWM Stapp Wealth Management Olympia, Washington	$284K	$0	1	0.5%	Maintained
6008	WS Wela Strategies Atlanta, Georgia	$284K	+$9.7K	1	0.13%	Increased
6009	LFA Legend Financial Advisors Pittsburgh, Pennsylvania	$281K	+$62.4K	6	0.2%	Increased
6010	CFO Colony Family Offices Charlotte, North Carolina	$281K	+$270K	1	0.09%	New
6011	NOI Newton One Investments Newark, Delaware	$278K	-$354K	3	0.12%	Reduced
6012	HAFG Hansen & Associates Financial Group Roseville, California	$277K	-$9.12M	1	0.16%	Reduced
6013	Fusion Family Wealth Woodbury, New York	$276K	$0	1	0.03%	Maintained
6014	SL SWMG LLC Fort Worth, Texas	$273K	+$261K	1	0.12%	New
6015	RW Regimen Wealth Atlanta, Georgia	$272K	$0	1	0.09%	Maintained
6016	Foundation Resource Management Little Rock, Arkansas	$267K	$0	1	0.04%	Maintained
6017	D Dentgroup Baton Rouge, Louisiana	$267K	-$93.1K	1	0.22%	Reduced
6018	Fractal Investments Glastonbury, Connecticut	$267K	$0	1	0.05%	Maintained
6019	Cornerstone Management Duluth, Georgia	$263K	-$2.02K	1	0.06%	Reduced
6020	BDWCC B&D White Capital Company Lakeway, Texas	$262K	+$252K	1	0.06%	New
6021	AAM Ameraudi Asset Management New York	$260K	$0	1	0.12%	Maintained
6022	PWMG Pioneer Wealth Management Group Austin, Texas	$258K	-$18.2K	1	0.15%	Reduced
6023	AWA Aquire Wealth Advisors South Jordan, Utah	$257K	+$247K	1	0.09%	New
6024	RBC Rye Brook Capital Greenwich, Connecticut	$252K	+$243K	1	0.15%	New
6025	FA FC Advisory West Chester, Pennsylvania	$251K	+$242K	1	0.09%	New