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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
6176	NIA NBZ Investment Advisors Knoxville, Tennessee	$1.69M	+$230K	2	0.66%	Increased
6177	OM OV Management Minneapolis, Minnesota	$1.69M	-$847K	10	3.15%	Reduced
6178	PGWM Pitti Group Wealth Management Victor, New York	$1.69M	-$6.55K	2	1.23%	Reduced
6179	HG Harbor Group Bedford, New Hampshire	$1.68M	-$396K	5	0.2%	Reduced
6180	LFS Lutz Financial Services Omaha, Nebraska	$1.68M	+$7.56K	2	0.1%	Increased
6181	AFC Avise Financial Cooperative Los Angeles, California	$1.68M	+$86.7K	2	1.19%	Increased
6182	KLI Kelman-Lazarov Inc Memphis, Tennessee	$1.68M	-$627K	3	0.22%	Reduced
6183	CFS CGC Financial Services Lake Oswego, Oregon	$1.68M	-$197K	14	0.38%	Reduced
6184	AFO Allie Family Office Miami, Florida	$1.68M	+$111K	1	0.62%	Increased
6185	SDP Sentinel Dome Partners Burlingame, California	$1.68M	-$2.33M	1	1.23%	Reduced
6186	SI Sprott Inc Toronto, Ontario, Canada	$1.68M	+$989K	3	0.05%	Increased
6187	WWA Wingate Wealth Advisors Lexington, Massachusetts	$1.67M	-$4.01K	3	0.74%	Reduced
6188	HWP Hibernia Wealth Partners Baton Rouge, Louisiana	$1.67M	-$1.79M	2	0.9%	Reduced
6189	SEA Stegent Equity Advisors Houston, Texas	$1.67M	-$1.87M	2	1.19%	Reduced
6190	WC Wolfstich Capital Medfield, Massachusetts	$1.67M	-$302K	1	1.29%	Reduced
6191	FWM FFT Wealth Management Philadelphia, Pennsylvania	$1.66M	-$3.56M	2	0.26%	Reduced
6192	KA Kooman & Associates Altoona, Pennsylvania	$1.66M	-$23.7K	2	0.45%	Reduced
6193	MWA Muirfield Wealth Advisors Charlotte, North Carolina	$1.66M	+$45.4K	2	1.09%	Increased
6194	SPI Santori & Peters Inc Canonsburg, Pennsylvania	$1.66M	+$15.6K	2	0.47%	Increased
6195	CFG CMC Financial Group Atlanta, Georgia	$1.66M	+$89.9K	2	3.21%	Increased
6196	SOAG Silver Oak Advisory Group Portland, Oregon	$1.65M	+$181K	2	0.65%	Increased
6197	IWMO Integrated Wealth Management (Ohio) Uniontown, Ohio	$1.65M	-$63.6K	3	1.74%	Reduced
6198	TFM Trademark Financial Management Bloomington, Minnesota	$1.65M	-$171K	1	0.68%	Reduced
6199	VMMC V.M. Manning & Co Greenville, South Carolina	$1.65M	+$1.65M	2	1.41%	New
6200	HIA Harvest Investment Advisors Tallahassee, Florida	$1.65M	-$28.5K	2	0.82%	Reduced