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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
6201	UFA Uptown Financial Advisors Dallas, Texas	$1.65M	+$200K	3	1.08%	Increased
6202	FF Foundry Financial Pasadena, California	$1.64M	+$151K	2	0.55%	Increased
6203	WCM Winebrenner Capital Management Louisville, Kentucky	$1.64M	+$192K	1	1%	Increased
6204	GCM G2 Capital Management Columbus, Ohio	$1.64M	-$272K	2	0.36%	Reduced
6205	LWMI Legacy Wealth Management (Idaho) Boise, Idaho	$1.64M	+$416K	2	0.68%	Increased
6206	MPIA Milestones Private Investment Advisors Fairport, New York	$1.64M	$0	3	1.31%	Maintained
6207	AFA Avant Financial Advisors Austin, Texas	$1.64M	+$21.4K	2	1.02%	Increased
6208	SIA Serenity Investment Advisors Chicago, Illinois	$1.64M	+$241K	1	0.7%	Increased
6209	BWAM Blue Water Asset Management Grand Rapids, Michigan	$1.63M	+$21.4K	1	0.53%	Increased
6210	O3W Omni 360 Wealth Plainsboro, New Jersey	$1.63M	+$17.6K	2	0.75%	Increased
6211	JE Jacobs Equity Draper, Utah	$1.62M	+$438K	2	1.12%	Increased
6212	PFM Peak Financial Management Wellesley, Massachusetts	$1.62M	-$26K	3	0.37%	Reduced
6213	BI Bramshill Investments Naples, Florida	$1.62M	+$1.06M	3	0.12%	Increased
6214	KWM Kassira Wealth Management Knoxville, Tennessee	$1.61M	+$458K	1	1.29%	Increased
6215	AAMC Asset Allocation & Management Company Chicago, Illinois	$1.61M	-$1.38M	3	0.53%	Reduced
6216	CWA Centerline Wealth Advisors Louisville, Kentucky	$1.61M	-$24.3K	3	0.5%	Reduced
6217	SC Schubert & Co Mckinney, Texas	$1.61M	-$167K	2	1.11%	Reduced
6218	MLRA Main Line Retirement Advisors Whitefish, Montana	$1.61M	+$809	3	0.74%	Increased
6219	BPW BLVD Private Wealth Prospect, Kentucky	$1.6M	-$297K	2	1.19%	Reduced
6220	NRW Nova R Wealth Overland Park, Kansas	$1.6M	+$85.9K	2	0.47%	Increased
6221	RPGNY Retirement Planning Group (New York) Malta, New York	$1.6M	-$48.7K	2	0.87%	Reduced
6222	FCC Flower City Capital Pittsford, New York	$1.6M	+$53.7K	2	0.7%	Increased
6223	WMS Wealth Management Strategies Pittsburgh, Pennsylvania	$1.6M	+$4.74K	2	0.63%	Increased
6224	AWMNY Arcadia Wealth Management (New York) Smithtown, New York	$1.6M	+$225K	4	0.76%	Increased
6225	CW Curio Wealth Annapolis, Maryland	$1.6M	+$20K	3	0.5%	Increased