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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
6126	T TrueFG Cedar Park, Texas	$1.79M	+$34.3K	3	0.42%	Increased
6127	KWA Kondo Wealth Advisors Pasadena, California	$1.79M	+$96.1K	2	0.6%	Increased
6128	DACG Donor Advised Charitable Giving San Francisco, California	$1.78M	$0	2	0.04%	Maintained
6129	LFWA LiftPoint Family Wealth Advisors Far Hills, New Jersey	$1.78M	+$746K	2	1.21%	Increased
6130	SCM Sollinda Capital Management Miami, Florida	$1.78M	+$172K	4	0.38%	Increased
6131	KG Kieckhefer Group Mequon, Wisconsin	$1.78M	+$216K	4	0.72%	Increased
6132	DAM Directional Asset Management Arlington Heights, Illinois	$1.78M	-$536K	4	1.5%	Reduced
6133	CWM Comprehensive Wealth Management Lynnwood, Washington	$1.78M	-$1.21K	1	0.81%	Reduced
6134	IPS Investors Portfolio Services Puyallup, Washington	$1.78M	+$372K	38	1.36%	Increased
6135	SWM Seaside Wealth Management Carlsbad, California	$1.77M	+$57K	3	0.44%	Increased
6136	DF Daviman Financial Noblesville, Indiana	$1.77M	+$67.7K	2	0.98%	Increased
6137	IASG Investment Advisory Services Group Boca Raton, Florida	$1.77M	+$269K	1	1.29%	Increased
6138	SPW Stillwater Private Wealth Glen Mills, Pennsylvania	$1.77M	+$243K	3	1.15%	Increased
6139	Aristeia Capital Greenwich, Connecticut	$1.76M	-$256M	4	0.02%	Reduced
6140	HTWM Hartmann Taylor Wealth Management Dallas, Texas	$1.76M	$0	2	1.16%	Maintained
6141	SFA Seneca Financial Advisors Rochester, New York	$1.76M	-$10.8K	3	0.46%	Reduced
6142	WAM Weinberger Asset Management Los Angeles, California	$1.75M	+$14.7K	3	0.56%	Increased
6143	CIM Catalyst Investment Management Windham, New Hampshire	$1.75M	+$112K	3	1.59%	Increased
6144	AA AlphaCentric Advisors San Juan, Puerto Rico	$1.75M	+$544K	4	1.48%	Increased
6145	MA Mosaic Advisors Houston, Texas	$1.74M	+$3.21K	1	2.34%	Increased
6146	VFS Valpey Financial Services Concord, New Hampshire	$1.74M	+$405	2	1.04%	Increased
6147	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$1.73M	-$144K	2	0.02%	Reduced
6148	CA Crane Advisory Fullerton, California	$1.73M	-$8.09K	2	0.25%	Reduced
6149	MAM Markin Asset Management Rye, New York	$1.73M	-$317K	1	1.48%	Reduced
6150	VIP Value Investment Professionals New York	$1.73M	+$1.8K	2	1.45%	Increased