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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
6026	TIM Total Investment Management Scottsdale, Arizona	$2.02M	+$81K	3	0.21%	Increased
6027	FPN Financial Planning Navigators Maple Grove, Minnesota	$2.02M	+$53.8K	4	0.76%	Increased
6028	MM MQS Management New York	$2.02M	-$2.56M	9	2.47%	Reduced
6029	OAG Oakmont Advisory Group Albuquerque, New Mexico	$2.01M	+$186K	17	1.69%	Increased
6030	SWP Stone Wealth Partners Lafayette, Louisiana	$2.01M	+$61.2K	2	1.47%	Increased
6031	AWP Avid Wealth Partners San Antonio, Texas	$2.01M	-$201K	2	0.97%	Reduced
6032	GC Guilbault Capital Metairie, Louisiana	$2.01M	-$108K	2	2.02%	Reduced
6033	WFPG Waller Financial Planning Group Columbus, Ohio	$2.01M	+$711K	4	0.41%	Increased
6034	HGA Hobbs Group Advisors Columbia, South Carolina	$2.01M	-$17.3K	2	0.53%	Reduced
6035	PIA Panoramic Investment Advisors Denver, Colorado	$2.01M	-$101K	2	0.96%	Reduced
6036	AR Apeiron RIA Dallas, Texas	$2M	-$2.62M	3	0.51%	Reduced
6037	PCM Praxis Capital Management Chicago, Illinois	$2M	+$337K	2	3.17%	Increased
6038	RA Rubicon Advisors Redding, California	$1.99M	+$246K	3	1.45%	Increased
6039	PIC Portland Investment Counsel Burlington, Ontario, Canada	$1.99M	$0	3	0.56%	Maintained
6040	BI Beckerman Institutional Ocean Grove, New Jersey	$1.99M	+$48.7K	3	0.95%	Increased
6041	AR Altar Rock New York	$1.98M	-$1.81M	2	2.9%	Reduced
6042	KA Kearns & Associates Palos Verdes Estates, California	$1.98M	+$401K	2	0.93%	Increased
6043	SWM Seed Wealth Management Evanston, Illinois	$1.98M	-$1.31M	2	1.25%	Reduced
6044	ANBOT American National Bank of Texas Richardson, Texas	$1.98M	-$112K	2	1.81%	Reduced
6045	BF Brogan Financial Knoxville, Tennessee	$1.97M	+$582K	4	0.79%	Increased
6046	OWM OneAscent Wealth Management Birmingham, Alabama	$1.97M	-$794K	3	0.59%	Reduced
6047	6SA 6th Street Advisors Daphne, Alabama	$1.97M	+$159K	3	1.13%	Increased
6048	OCFG O'Connor Financial Group Quincy, Illinois	$1.97M	+$169K	3	0.7%	Increased
6049	MBC Michael Brady & Co Westlake, Ohio	$1.97M	-$74.7K	3	1.74%	Reduced
6050	IWS Integrity Wealth Solutions Denver, Colorado	$1.97M	-$293K	2	0.73%	Reduced