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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	CIEP Constellation Investimentos e Participacoes Sao Paulo, Brazil	$296K	+$296K	1	0.15%	New
6027	RW Regimen Wealth Atlanta, Georgia	$294K	+$10.2K	1	0.1%	Increased
6028	FFW Fusion Family Wealth Woodbury, New York	$294K	$0	1	0.03%	Maintained
6029	IA IFS Advisors Overland Park, Kansas	$288K	$0	5	0.24%	Maintained
6030	CM Cornerstone Management Duluth, Georgia	$279K	$0	1	0.06%	Maintained
6031	AAS Asset Allocation Strategies Farmington, Michigan	$279K	-$75.6K	1	0.09%	Reduced
6032	PFA Pinnacle Family Advisors Springfield, Missouri	$275K	-$235K	1	0.15%	Reduced
6033	LFA Legend Financial Advisors Pittsburgh, Pennsylvania	$274K	-$23.3K	7	0.19%	Reduced
6034	PWAC Private Wealth Advisors (California) Fresno, California	$273K	+$422	1	0.11%	Increased
6035	WWWM White Wing Wealth Management The Wodlands, Texas	$272K	+$22.4K	1	0.22%	Increased
6036	4FG 4Thought Financial Group Syosset, New York	$272K	$0	2	0.17%	Maintained
6037	CWA Cornerstone Wealth Advisors Edina, Minnesota	$271K	+$51.9K	1	0.08%	Increased
6038	AFS Axiom Financial Strategies New Albany, Indiana	$270K	-$679K	1	0.18%	Reduced
6039	RBC Rye Brook Capital Greenwich, Connecticut	$268K	$0	1	0.35%	Maintained
6040	FA FC Advisory West Chester, Pennsylvania	$264K	-$2.53K	1	0.1%	Reduced
6041	LW Lauer Wealth Valparaiso, Indiana	$262K	+$244K	1	0.21%	New
6042	HFS Horizon Financial Services Winston Salem, North Carolina	$262K	+$13.9K	10	0.17%	Increased
6043	BWM BCS Wealth Management Johnson City, Tennessee	$262K	-$2.98M	1	0.13%	Reduced
6044	FIS Fischer Investment Strategies Westlake Village, California	$262K	$0	1	0.26%	Maintained
6045	IFPL Investments & Financial Planning LLC Lexington, Kentucky	$262K	$0	1	0.18%	Maintained
6046	SFA Spectrum Financial Alliance Nicholasville, Kentucky	$261K	+$20.3K	1	0.09%	Increased
6047	GWA Gibson Wealth Advisors Tyler, Texas	$259K	$0	1	0.24%	Maintained
6048	IR IAT Reinsurance New York	$259K	$0	1	0.05%	Maintained
6049	WA Wealthstar Advisors Plano, Texas	$259K	-$4.69M	1	0.21%	Reduced
6050	SA swisspartners Advisors Zurich, Switzerland	$258K	$0	1	0.26%	Maintained