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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	MIM Meixler Investment Management Show Low, Arizona	$1.39M	-$207K	2	0.95%	Reduced
6127	TCM Tuttle Capital Management Riverside, Connecticut	$1.38M	+$596K	2	5.72%	Increased
6128	WA Waterford Advisors Orchard Park, New York	$1.38M	-$656K	1	0.51%	Reduced
6129	WWP Wise Wealth Partners Phoenix, Arizona	$1.38M	+$375K	3	2.3%	Increased
6130	BAWC Boyce & Associates Wealth Consulting Cedar Park, Texas	$1.37M	+$603K	4	1.25%	Increased
6131	OS Objectivity Squared Charleston, South Carolina	$1.37M	+$6.08K	1	0.94%	Increased
6132	Q1WB Quest 10 Wealth Builders Fuquay-Varina, Virginia	$1.36M	+$58.3K	28	1.33%	Increased
6133	BF Bonfire Financial Colorado Springs, Colorado	$1.36M	+$603K	1	1.12%	Increased
6134	SG Sharper & Granite El Segundo, California	$1.36M	+$104K	2	0.52%	Increased
6135	RWRC R.W. Roge & Company Bohemia, New York	$1.35M	-$69.5K	1	0.77%	Reduced
6136	B BetterWealth San Jose, California	$1.33M	+$257K	2	0.34%	Increased
6137	SHIM Stone House Investment Management Tunkhannock, Pennsylvania	$1.33M	-$8.9K	16	0.25%	Reduced
6138	GK Graney & King Latham, New York	$1.33M	+$26.3K	10	0.89%	Increased
6139	LWM Luminvest Wealth Management Scottsdale, Arizona	$1.33M	+$159K	3	0.48%	Increased
6140	WWA Wingate Wealth Advisors Lexington, Massachusetts	$1.32M	-$528K	2	1.18%	Reduced
6141	BA Ballew Advisors Jackson, Mississippi	$1.32M	+$47.3K	1	0.78%	Increased
6142	LAMNM Longview Asset Management (New Mexico) Santa Fe, New Mexico	$1.32M	-$145K	3	0.99%	Reduced
6143	FF Friedenthal Financial Marlton, New Jersey	$1.31M	+$1.06M	8	0.72%	Increased
6144	BH Burk Holdings Tulsa, Oklahoma	$1.31M	-$297K	2	0.82%	Reduced
6145	AI Auour Investments Woburn, Massachusetts	$1.3M	$0	2	0.45%	Maintained
6146	BWM Brickley Wealth Management San Mateo, California	$1.3M	+$225K	2	0.25%	Increased
6147	SIM Synergy Investment Management Altamonte Springs, Florida	$1.3M	-$481K	2	0.78%	Reduced
6148	BRIA Balanced Rock Investment Advisors Roslindale, Massachusetts	$1.3M	-$99.9K	3	1.02%	Reduced
6149	NECFA New England Capital Financial Advisors Meriden, Connecticut	$1.29M	+$87.2K	9	0.59%	Increased
6150	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$1.29M	+$159K	69	0.37%	Increased