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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	EWM Evolution Wealth Management Fort Myers, Florida	$1.23M	+$1.08M	16	1.52%	New
6177	TPW TL Private Wealth Southlake, Texas	$1.23M	+$323	2	0.51%	Increased
6178	EPP ETF Portfolio Partners Leawood, Kansas	$1.23M	$0	2	0.34%	Maintained
6179	PWM Provident Wealth Management Brentwood, Tennessee	$1.23M	-$109K	1	0.4%	Reduced
6180	LIA Limestone Investment Advisors New York	$1.22M	+$945K	6	0.08%	New
6181	KGP Keystone Global Partners Denver, Colorado	$1.22M	-$24.4K	2	0.67%	Reduced
6182	AACA American Assets Capital Advisers San Diego, California	$1.22M	+$439K	1	1.23%	Increased
6183	CIA Caerus Investment Advisors West Lake Hills, Texas	$1.22M	$0	1	1.16%	Maintained
6184	TFO Timonier Family Office Winston Salem, North Carolina	$1.21M	$0	1	0.45%	Maintained
6185	HIGP Hill Investment Group Partners St. Louis, Missouri	$1.21M	+$48.6K	1	0.16%	Increased
6186	BWM Base Wealth Management Lakewood Ranch, Florida	$1.21M	-$16.1K	3	0.77%	Reduced
6187	TAM TCP Asset Management Columbus, Ohio	$1.2M	+$266K	3	0.24%	Increased
6188	BTIM BancFirst Trust & Investment Management Oklahoma City, Oklahoma	$1.2M	+$217K	3	0.56%	Increased
6189	PWM Puff Wealth Management Haddonfield, New Jersey	$1.2M	-$32.7K	2	0.87%	Reduced
6190	CFG CMC Financial Group Atlanta, Georgia	$1.2M	-$7.38K	1	2.74%	Reduced
6191	KA Kure Advisory Plymouth, Minnesota	$1.19M	+$280K	2	0.79%	Increased
6192	SS Sound Stewardship Overland Park, Kansas	$1.19M	$0	1	0.61%	Maintained
6193	WFL Wealth Forward LLC Fargo, North Dakota	$1.19M	+$100K	1	0.8%	Increased
6194	WH Whitcomb & Hess Ashland, Ohio	$1.19M	-$20.8K	2	0.34%	Reduced
6195	TWA Trellis Wealth Advisors San Luis Obispo, California	$1.19M	-$8.89K	2	0.52%	Reduced
6196	BFP Briaud Financial Planning College Station, Texas	$1.19M	+$111K	16	0.47%	Increased
6197	PWM Parkshore Wealth Management Granite Bay, California	$1.18M	-$14.2K	2	0.58%	Reduced
6198	2C 272 Capital Dallas, Texas	$1.18M	-$8.77M	1	4.85%	Reduced
6199	SHF Stage Harbor Financial Westwood, Massachusetts	$1.18M	+$72.9K	2	0.96%	Increased
6200	WA Win Advisors Palm Beach Gardens, Florida	$1.17M	-$183K	1	0.56%	Reduced