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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	TCM TABR Capital Management Orange, California	$1.17M	+$341K	4	1%	Increased
6202	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$1.17M	-$7.82K	1	0.58%	Reduced
6203	LWM Lighthouse Wealth Management Ashland, Ohio	$1.16M	+$39.5K	1	1.01%	Increased
6204	LWA LifeGoal Wealth Advisors Saratoga Springs, New York	$1.16M	+$392K	2	1.1%	Increased
6205	EFG Ehrlich Financial Group Laguna Niguel, California	$1.16M	-$21.7K	2	0.75%	Reduced
6206	GOCP Great Oak Capital Partners South Easton, Massachusetts	$1.16M	+$9.12K	1	0.33%	Increased
6207	FOFP Fee-Only Financial Planning Okatie, South Carolina	$1.15M	$0	2	0.71%	Maintained
6208	SG Stanich Group Montauk, New York	$1.15M	-$434	1	1.03%	Reduced
6209	OFG Opulen Financial Group Arlington, Virginia	$1.15M	+$398K	2	0.94%	Increased
6210	MWM McMill Wealth Management Norfolk, Nebraska	$1.15M	+$17.8K	1	0.38%	Increased
6211	Giverny Capital Montreal, Quebec, Canada	$1.15M	+$137K	1	0.04%	Increased
6212	GSC Ground Swell Capital Folly Beach, South Carolina	$1.14M	+$577K	5	1.82%	Increased
6213	HCM Horrell Capital Management Little Rock, Arkansas	$1.14M	$0	2	0.46%	Maintained
6214	KWM KMT Wealth Management El Segundo, California	$1.14M	+$215K	2	0.67%	Increased
6215	MCM MontVue Capital Management Lynchburg, Virginia	$1.14M	+$148K	2	0.81%	Increased
6216	PF Penney Financial Houston, Texas	$1.14M	+$217K	2	0.58%	Increased
6217	CC Capstone Capital Henderson, Nevada	$1.13M	-$58K	2	0.82%	Reduced
6218	CFG Compton Financial Group Towson, Maryland	$1.13M	+$1.66K	2	0.29%	Increased
6219	WAG Wheelhouse Advisory Group St. Louis, Missouri	$1.13M	+$154K	1	0.56%	Increased
6220	LCM Lunt Capital Management Holladay, Utah	$1.13M	$0	2	0.43%	Maintained
6221	CWM Collaborative Wealth Management Lake Mary, Florida	$1.13M	+$182K	2	0.49%	Increased
6222	CCM Charter Capital Management Brookfield, Wisconsin	$1.12M	+$1.01M	2	0.66%	New
6223	TFG Tull Financial Group Chesapeake, Virginia	$1.12M	+$259K	2	0.51%	Increased
6224	WIC Whitegate Investment Counselors Concord, New Hampshire	$1.12M	+$1.52K	2	0.38%	Increased
6225	Hershey Trust Company Hershey, Pennsylvania	$1.12M	-$3.57M	1	0.01%	Reduced