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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
6276	HA HFG Advisors Cincinatti, Ohio	$1.51M	-$878K	2	0.94%	Reduced
6277	BWM Benson Wealth Management Ooltewah, Tn, Tennessee	$1.51M	+$400K	8	1.52%	Increased
6278	SWM Shrier Wealth Management Los Angeles, California	$1.51M	-$237K	2	0.51%	Reduced
6279	CCA Collaborative Capital Advisors New York	$1.51M	+$1.64M	3	0.95%	New
6280	AWMNH Arcadia Wealth Management (New Hampshire) Manchester, New Hampshire	$1.5M	-$147K	2	0.47%	Reduced
6281	JC JBGlobal.com New York	$1.5M	+$261K	3	1.31%	Increased
6282	SPP Single Point Partners Boston, Massachusetts	$1.5M	+$69.4K	3	0.26%	Increased
6283	RA Rodgers & Associates Lancaster, Pennsylvania	$1.5M	+$163K	2	0.14%	Increased
6284	GG GenWealth Group Maplewood, New Jersey	$1.5M	-$47.5K	4	0.23%	Reduced
6285	SG Sharper & Granite El Segundo, California	$1.5M	+$323K	2	0.46%	Increased
6286	BH Burk Holdings Tulsa, Oklahoma	$1.5M	-$68.8K	24	0.55%	Reduced
6287	ZC Zeit Capital Greenwood Village, Colorado	$1.49M	+$17.5K	3	0.9%	Increased
6288	RWM Raffa Wealth Management Washington, District of Columbia	$1.49M	-$24.9K	61	0.19%	Reduced
6289	FWSM First Wilshire Securities Management Pasadena, California	$1.49M	$0	1	0.31%	Maintained
6290	MGM Miura Global Management New York	$1.49M	-$2.43M	1	5.92%	Reduced
6291	BRIM Broad Run Investment Management Arlington, Virginia	$1.49M	$0	1	0.23%	Maintained
6292	GPW Gentry Private Wealth Wichita, Kansas	$1.49M	+$57K	1	0.77%	Increased
6293	I IMPACTfolio Denver, Colorado	$1.49M	+$229K	2	0.56%	Increased
6294	CPP Capasso Planning Partners Charleston, South Carolina	$1.49M	+$246K	3	0.74%	Increased
6295	RIA Retirement Investment Advisors Oklahoma City, Oklahoma	$1.48M	-$104K	2	0.11%	Reduced
6296	HWM HBE Wealth Management Lincoln, Nebraska	$1.48M	+$27.5K	2	1.06%	Increased
6297	DMKJ David M. Knott Jr	$1.48M	$0	4	0.78%	Maintained
6298	SSWG Seven Springs Wealth Group Brentwood, Tennessee	$1.47M	-$11.4K	2	0.32%	Reduced
6299	KA Kure Advisory Plymouth, Minnesota	$1.47M	-$34.4K	2	0.7%	Reduced
6300	SHFP Second Half Financial Partners Sebring, Florida	$1.47M	-$700K	2	0.6%	Reduced