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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
6101	MWM MorganRosel Wealth Management Highlands Ranch, Colorado	$1.85M	-$135K	2	0.62%	Reduced
6102	PP Pearl Planning Dexter, Michigan	$1.84M	-$26.5K	4	0.85%	Reduced
6103	UWM USAdvisors Wealth Management Eden Prairie, Minnesota	$1.84M	+$420K	3	0.53%	Increased
6104	TFG Tilson Financial Group New Providence, New Jersey	$1.84M	+$308K	3	0.51%	Increased
6105	CFG Copley Financial Group San Diego, California	$1.84M	-$414K	3	1.11%	Reduced
6106	EWP Equity Wealth Partners Independence, Missouri	$1.83M	+$145K	3	0.66%	Increased
6107	BAG Bauman Advisory Group Las Vegas, Nevada	$1.83M	+$715K	3	0.97%	Increased
6108	OKSA O'Keefe Stevens Advisory Rochester, New York	$1.83M	+$519K	3	0.38%	Increased
6109	KFS Krane Financial Solutions Calabasas, California	$1.83M	+$115K	2	1.13%	Increased
6110	CC Copos Capital Luxembourg,	$1.83M	+$1.97M	3	0.25%	New
6111	TWG The Wealth Group Eden Prairie, Minnesota	$1.82M	-$268K	2	0.35%	Reduced
6112	QWM QP Wealth Management Eatontown, New Jersey	$1.82M	+$178K	2	2.6%	Increased
6113	DWA Dougherty Wealth Advisers Wayzata, Minnesota	$1.82M	$0	3	1%	Maintained
6114	NWM Navigate Wealth Management Birmingham, Alabama	$1.82M	+$214K	2	1.13%	Increased
6115	PFC Phocas Financial Corp Alameda, California	$1.82M	-$47.3K	2	0.25%	Reduced
6116	MWM Madrid Wealth Management Albuquerque, New Mexico	$1.82M	-$2.82M	2	1.19%	Reduced
6117	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$1.81M	+$525K	4	0.06%	Increased
6118	LAS Legacy Advisory Services Exton, Pennsylvania	$1.81M	+$407K	3	1.27%	Increased
6119	OC OxenFree Capital Satellite Beach, Florida	$1.8M	+$7.69K	1	0.83%	Increased
6120	CCM Cannon Capital Management Salt Lake City, Utah	$1.8M	+$262K	1	1.53%	Increased
6121	CTC Corundum Trust Company Sioux Falls, South Dakota	$1.8M	$0	1	4.8%	Maintained
6122	UFPG United Financial Planning Group Hauppauge, New York	$1.8M	+$375K	18	0.91%	Increased
6123	OFP OFC Financial Planning Short Hills, New Jersey	$1.8M	+$189K	2	1.6%	Increased
6124	VA Verdad Advisers Boston, Massachusetts	$1.8M	-$1.16M	6	1.72%	Reduced
6125	SFP Strategic Financial Partners Bend, Oregon	$1.8M	-$64.2K	2	0.68%	Reduced