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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	CAM Cobblestone Asset Management Richmond, Virginia	$1.11M	+$42.6K	2	0.59%	Increased
6227	SPM Symmetry Peak Management Radnor, Pennsylvania	$1.11M	+$959K	5	0.53%	Increased
6228	KCAM Kagan Cocozza Asset Management Mickleton, New Jersey	$1.11M	-$52.9K	2	0.85%	Reduced
6229	MAWAG Mid-American Wealth Advisory Group Kansas City, Missouri	$1.11M	+$336K	9	0.53%	Increased
6230	ACM Anfield Capital Management Irvine, California	$1.11M	+$161K	23	0.37%	Increased
6231	SC Schiavi & Co Wilmington, Delaware	$1.1M	$0	2	0.37%	Maintained
6232	HAS Horizon Advisory Services West Henrietta, New York	$1.1M	+$1.88K	3	0.59%	Increased
6233	CWR Chico Wealth RIA Chico, California	$1.1M	+$54.7K	1	0.87%	Increased
6234	SFA Spectrum Financial Alliance Nicholasville, Kentucky	$1.1M	+$465K	2	0.3%	Increased
6235	SC Swan Capital Pensacola, Florida	$1.1M	+$58.2K	19	0.48%	Increased
6236	NPAN Northeast Planning Associates NH Bedford, New Hampshire	$1.09M	+$836K	2	1%	New
6237	M MYeCFO La Jolla, California	$1.09M	-$34.2K	2	0.53%	Reduced
6238	CPCP Cedar Point Capital Partners Cedar Rapids, Iowa	$1.09M	-$101K	1	0.77%	Reduced
6239	TFP Triune Financial Partners Overland Park, Kansas	$1.09M	-$77.9K	2	0.3%	Reduced
6240	HA HFG Advisors Cincinatti, Ohio	$1.08M	-$33.9K	2	0.86%	Reduced
6241	MA McGrath & Associates Asheville, North Carolina	$1.08M	-$126K	2	1.75%	Reduced
6242	SFC Summit Financial Consulting Sterling Heights, Michigan	$1.07M	-$35.6K	1	0.96%	Reduced
6243	TPW Tiller Private Wealth Bethlehem, Pennsylvania	$1.07M	-$423K	2	0.41%	Reduced
6244	WCM Wealthcare Capital Management Richmond, Virginia	$1.07M	-$1.09M	2	0.11%	Reduced
6245	S SharpePoint Phoenix, Arizona	$1.06M	-$3.83M	1	1.1%	Reduced
6246	GWM Global Wealth Management Kingston, New Jersey	$1.06M	+$164K	2	0.58%	Increased
6247	EW Entruity Wealth Bakersfield, California	$1.06M	$0	1	0.9%	Maintained
6248	GWM GoalFusion Wealth Management Austin, Texas	$1.06M	-$22.6K	2	0.54%	Reduced
6249	TWA Trace Wealth Advisors Los Angeles, California	$1.06M	-$213K	2	0.86%	Reduced
6250	AWM Altus Wealth Management Ft Mitchell, Kentucky	$1.05M	-$506K	2	0.5%	Reduced