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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	BFS Beacon Financial Strategies Raleigh, North Carolina	$1.45M	$0	3	0.91%	Maintained
6102	MAM Marquette Asset Management Minneapolis, Minnesota	$1.44M	-$305K	5	0.24%	Reduced
6103	SWP ShoreHaven Wealth Partners Red Bank, New Jersey	$1.44M	+$181K	2	0.59%	Increased
6104	BWG Balanced Wealth Group Westlake, Ohio	$1.44M	+$17.3K	2	0.62%	Increased
6105	NIA NBZ Investment Advisors Knoxville, Tennessee	$1.43M	-$33.9K	1	0.81%	Reduced
6106	SPI Strategic Planning Inc Columbus, Ohio	$1.42M	-$32.6K	2	0.85%	Reduced
6107	MWP Meredith Wealth Planning Maryville, Illinois	$1.42M	+$182K	2	0.52%	Increased
6108	FF Friday Financial Dubuque, Iowa	$1.42M	+$547K	4	0.72%	Increased
6109	SF SWP Financial San Diego, California	$1.42M	$0	3	0.78%	Maintained
6110	MGWA Monument Group Wealth Advisors Concord, Massachusetts	$1.42M	+$160K	3	0.89%	Increased
6111	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$1.42M	-$27.8K	2	1.54%	Reduced
6112	AWM AAF Wealth Management Westborough, Massachusetts	$1.42M	+$188K	2	0.65%	Increased
6113	BA Brightwater Advisory Tampa, Florida	$1.42M	+$91.2K	1	1.02%	Increased
6114	CCM Colorado Capital Management Boulder, Colorado	$1.41M	+$96K	1	0.61%	Increased
6115	MRI Mad River Investors Boston, Massachusetts	$1.41M	+$30.1K	1	0.63%	Increased
6116	FIC Family Investment Center Saint Joseph, Missouri	$1.41M	+$990K	3	0.32%	Increased
6117	FEM Fulcrum Equity Management Plano, Texas	$1.41M	+$274K	3	1.45%	Increased
6118	ACA AYAL Capital Advisors Toronto, Ontario, Canada	$1.41M	-$13.7M	1	0.34%	Reduced
6119	NPI New Perspectives Inc Ridgeland, Mississippi	$1.41M	+$162K	3	0.7%	Increased
6120	VWA Valued Wealth Advisors Holladay, Utah	$1.4M	+$20.3K	29	0.73%	Increased
6121	CFS Cannon Financial Strategists Athens, Georgia	$1.4M	-$6.08K	2	0.22%	Reduced
6122	VBA von Borstel & Associates The Dalles, Oregon	$1.4M	+$94.8K	3	0.37%	Increased
6123	GCM G2 Capital Management Columbus, Ohio	$1.4M	-$1.74K	1	0.39%	Reduced
6124	KBG Kahn Brothers Group New York	$1.39M	+$28.7K	2	0.28%	Increased
6125	DF Define Financial San Diego, California	$1.39M	+$6.95K	1	0.92%	Increased