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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	JFG JDM Financial Group Austin, Texas	$365K	+$3.8K	5	0.25%	Increased
6002	CI CAZ Investments Houston, Texas	$364K	$0	6	0.13%	Maintained
6003	TCM Tang Capital Management San Diego, California	$364K	+$344K	1	0.04%	New
6004	ES ETF Store Overland Park, Kansas	$362K	-$411K	1	0.37%	Reduced
6005	SIAM Sterling Investment Advisors (Missouri) Bolivar, Missouri	$361K	+$13.1K	1	0.22%	Increased
6006	SA Stewardship Advisors Mount Joy, Pennsylvania	$359K	+$4.65K	1	0.12%	Increased
6007	GFG GR Financial Group Tucson, Arizona	$358K	-$19K	1	0.08%	Reduced
6008	SRB Shotwell Rutter Baer Lansing, Michigan	$353K	+$521	1	0.31%	Increased
6009	HAFS Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania	$351K	$0	1	0.2%	Maintained
6010	PWG Private Wealth Group Tampa, Florida	$350K	$0	1	0.18%	Maintained
6011	LJCM Lee Johnson Capital Management Fort Worth, Texas	$347K	$0	1	0.18%	Maintained
6012	DP Divergent Planning Bethesda, Maryland	$344K	$0	1	0.14%	Maintained
6013	BAWC Boyce & Associates Wealth Consulting Cedar Park, Texas	$341K	$0	1	0.4%	Maintained
6014	EL EQ LLC Bellevue, Washington	$338K	$0	1	0.2%	Maintained
6015	PHM Prospect Hill Management Short Hills, New Jersey	$335K	$0	1	0.18%	Maintained
6016	SIG North Trading Bala Cynwyd, Pennsylvania	$329K	-$526K	1	0.01%	Reduced
6017	PWM Praetorian Wealth Management Carmel, California	$328K	+$310K	1	0.08%	New
6018	HWA Hillcrest Wealth Advisors Hazlet, New Jersey	$325K	-$32.1K	1	0.18%	Reduced
6019	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$323K	$0	1	0.26%	Maintained
6020	AWA Aquire Wealth Advisors South Jordan, Utah	$309K	+$34.6K	1	0.1%	Increased
6021	HWM Horizons Wealth Management Asheville, North Carolina	$308K	+$23.8K	4	0.24%	Increased
6022	SWA Safir Wealth Advisors Greenland, New Hampshire	$304K	$0	1	0.25%	Maintained
6023	AOG Alpha Omega Group Reston, Virginia	$303K	+$266K	1	0.38%	New
6024	SWM Stapp Wealth Management Olympia, Washington	$302K	$0	1	0.52%	Maintained
6025	NOI Newton One Investments Newark, Delaware	$297K	+$1.69K	3	0.13%	Increased