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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
6076	TWM TSA Wealth Management Houston, Texas	$1.9M	+$449K	2	0.54%	Increased
6077	TFA TPG Financial Advisors Portland, Oregon	$1.9M	+$11.2K	3	0.57%	Increased
6078	WA Win Advisors Palm Beach Gardens, Florida	$1.9M	+$2.02M	1	0.68%	New
6079	KFP Kerr Financial Planning Fresno, California	$1.9M	+$105K	16	2.12%	Increased
6080	W WPWealth Fort Worth, Texas	$1.89M	-$27.7K	3	0.28%	Reduced
6081	SAM Smith Asset Management Chiefland, Florida	$1.89M	+$957K	1	1.49%	Increased
6082	BDPWM Barnes Dennig Private Wealth Management Cincinnati, Ohio	$1.89M	-$125K	14	1.51%	Reduced
6083	CC Citrine Capital San Francisco, California	$1.89M	-$143K	3	0.7%	Reduced
6084	EW Element Wealth Ridgeland, Mississippi	$1.88M	-$308K	2	0.7%	Reduced
6085	EFN Equita Financial Network Fort Washington, Pennsylvania	$1.88M	+$42.4K	3	0.52%	Increased
6086	WFA Woodward Financial Advisors Chapel Hill, North Carolina	$1.88M	+$397K	3	0.63%	Increased
6087	RCM RMR Capital Management Tustin, California	$1.88M	$0	2	1.29%	Maintained
6088	SWMG Sard Wealth Management Group Atlanta, Georgia	$1.88M	+$188K	2	0.9%	Increased
6089	KNFPWM Keeler & Nadler Financial Planning & Wealth Management Dublin, Ohio	$1.87M	+$76.2K	2	0.53%	Increased
6090	TAM Tucker Asset Management Littleton, Colorado	$1.87M	-$386K	2	0.46%	Reduced
6091	WCM Wallace Capital Management Dallas, Texas	$1.87M	+$233K	2	0.2%	Increased
6092	EAMH Eurizon Asset Management Hungary Budapest,	$1.87M	+$1.62M	1	1.99%	Increased
6093	GC Gruss & Co West Palm Beach, Florida	$1.87M	$0	1	4.57%	Maintained
6094	QC Quantessence Capital New York	$1.86M	+$1.92M	4	5.49%	Increased
6095	DWM Daner Wealth Management Alpharetta, Georgia	$1.86M	+$422K	6	1.01%	Increased
6096	SWM SFG Wealth Management Towson, Maryland	$1.85M	-$7.08K	2	0.67%	Reduced
6097	BWM Biltmore Wealth Management Tempe, Arizona	$1.85M	-$83.4K	3	0.58%	Reduced
6098	GFG Genesis Financial Group Paramus, New Jersey	$1.85M	-$369K	2	1.2%	Reduced
6099	CCM Crabel Capital Management Los Angeles, California	$1.85M	-$218K	2	1.35%	Reduced
6100	KCM Kennondale Capital Management Richmond, Virginia	$1.85M	-$306K	1	1.23%	Reduced