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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
6051	RSWA Robinson Smith Wealth Advisors South Portland, Maine	$1.96M	+$60.8K	4	1.18%	Increased
6052	GF GGM Financials Columbus, Ohio	$1.96M	-$240K	5	0.74%	Reduced
6053	PP PFS Partners Mine Hill, New Jersey	$1.95M	+$414K	20	0.79%	Increased
6054	EC Eaton-Cambridge Phoenix, Arizona	$1.95M	+$176K	2	0.55%	Increased
6055	JWM Johnson Wealth Management Grand Forks, North Dakota	$1.95M	+$221K	3	0.83%	Increased
6056	DI Decision Investments San Diego, California	$1.95M	+$376K	4	1.77%	Increased
6057	SFS Solitude Financial Services Charlottesville, Virginia	$1.94M	-$233K	1	0.54%	Reduced
6058	LAM Lotus Asset Management Nashville, Tennessee	$1.94M	+$2.09M	3	1.72%	New
6059	TLFA True Link Financial Advisors San Francisco, California	$1.94M	-$274K	3	0.11%	Reduced
6060	VW Veridan Wealth West Linn, Oregon	$1.94M	-$60.4K	2	0.66%	Reduced
6061	RPA Redwood Park Advisors Redwood City, California	$1.94M	-$61.4K	19	1.27%	Reduced
6062	IC Inkwell Capital Miami, Florida	$1.93M	+$1.09M	1	2.01%	Increased
6063	PAM Prodigy Asset Management Omaha, Nebraska	$1.93M	-$310K	1	0.58%	Reduced
6064	EWP Evergreen Wealth Partners Kalispell, Montana	$1.93M	+$33.9K	2	1.16%	Increased
6065	ETS ESL Trust Services Rochester, New York	$1.93M	$0	6	0.33%	Maintained
6066	KC Kryger Capital London, United Kingdom	$1.93M	-$93.2M	1	0.11%	Reduced
6067	LPFG Landing Point Financial Group Avon, Ohio	$1.93M	-$242K	1	0.65%	Reduced
6068	PA Prosperity Advisers Fort Washington, Pennsylvania	$1.92M	-$23.5K	3	1.39%	Reduced
6069	IPA Investment Planning Advisors Cumming, Georgia	$1.92M	+$862K	4	0.44%	Increased
6070	SIA Sovereign Investment Advisors Phoenix, Arizona	$1.92M	-$43.3K	3	0.36%	Reduced
6071	COA Charter Oak Advisors New York City, New York	$1.92M	$0	1	1.05%	Maintained
6072	BBFA Brindle & Bay Financial Advisors Frisco, Texas	$1.91M	+$1.96M	3	0.96%	New
6073	MFF Michels Family Financial Fort Worth, Texas	$1.91M	-$257K	3	1.23%	Reduced
6074	MAM Monaco Asset Management Monaco	$1.9M	+$2.08M	1	0.15%	New
6075	FIG FSA Investment Group Pensacola, Florida	$1.9M	+$628K	2	0.62%	Increased