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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
6226	BWA Brave Warrior Advisors New York	$1.59M	+$910K	1	0.03%	Increased
6227	WFP Wrenne Financial Planning Lexington, Kentucky	$1.59M	+$55.5K	2	0.54%	Increased
6228	GP Gridiron Partners Wexford, Pennsylvania	$1.59M	$0	1	0.84%	Maintained
6229	OWA ORBA Wealth Advisors Chicago, Illinois	$1.59M	+$1.03M	1	1.36%	Increased
6230	PCOTEOTHU Provident Company of the Employees of the Hebrew University Jerusalem, Israel	$1.59M	+$1.72M	1	1.21%	New
6231	CAP Cordoba Advisory Partners New York	$1.58M	+$1.62M	3	0.34%	New
6232	PWA Primoris Wealth Advisors North Palm Beach, Florida	$1.58M	-$755K	3	0.72%	Reduced
6233	WH Wallace Hart Lexington, Kentucky	$1.58M	+$1.34M	2	0.99%	Increased
6234	PPWM Premier Private Wealth Management Palm Harbor, Florida	$1.58M	+$27.9K	3	1.38%	Increased
6235	ICMM Integrated Capital Management (Michigan) Bloomfield, Michigan	$1.58M	-$244K	2	0.57%	Reduced
6236	SC Scratch Capital Boise, Idaho	$1.58M	+$39.8K	3	0.78%	Increased
6237	CKAIS Christensen King & Associates Investment Services Richland, Washington	$1.57M	$0	2	0.63%	Maintained
6238	MCIA Mountain Capital Investment Advisors Westminster, Colorado	$1.57M	+$90.6K	1	0.22%	Increased
6239	RW Ridgeline Wealth Mesa, Arizona	$1.56M	+$1.38M	1	0.91%	Increased
6240	LKBC L.K. Benson & Company Baltimore, Maryland	$1.56M	+$77.7K	2	0.47%	Increased
6241	TWM Trinity Wealth Management Berwyn, Pennsylvania	$1.56M	-$56.4K	2	0.5%	Reduced
6242	FF Foronjy Financial Santa Barbara, California	$1.56M	+$560K	4	0.57%	Increased
6243	RWM RMG Wealth Management Platteville, Wisconsin	$1.56M	+$11.8K	14	0.16%	Increased
6244	PCM Presidio Capital Management San Diego, California	$1.55M	+$278K	2	0.39%	Increased
6245	ORAM One River Asset Management Stamford, Connecticut	$1.55M	-$5.01M	5	0.5%	Reduced
6246	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$1.55M	+$428K	50	0.36%	Increased
6247	SAP Strategic Advisory Partners Greensboro, North Carolina	$1.55M	-$82.1K	2	1.1%	Reduced
6248	AWA Arbor Wealth Advisors Troy, Michigan	$1.55M	+$46.5K	2	0.95%	Increased
6249	CWM Copia Wealth Management Bend, Oregon	$1.55M	-$8.42K	21	0.93%	Reduced
6250	Q1WB Quest 10 Wealth Builders Fuquay-Varina, Virginia	$1.55M	+$9.19K	23	1.2%	Increased