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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	AWP Axis Wealth Partners East Providence, Rhode Island	$985K	-$206K	1	0.65%	Reduced
6277	HC Hurley Capital New York	$984K	+$80.5K	21	0.69%	Increased
6278	GFA Grunden Financial Advisory Denton, Texas	$983K	-$24.4K	3	0.43%	Reduced
6279	SIA Summit Investment Advisors Hunt Valley, Maryland	$980K	$0	1	0.81%	Maintained
6280	MFG Mustico Financial Group Elmira, New York	$979K	+$750K	2	0.9%	New
6281	DWM Denver Wealth Management Denver, Colorado	$977K	-$8.78K	2	0.4%	Reduced
6282	1I 1888 Investments Denver, Colorado	$976K	+$20.7K	2	55.96%	Increased
6283	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$976K	+$92.2K	2	0.85%	Increased
6284	ADIM Alpha DNA Investment Management Columbia, Maryland	$973K	+$49.5K	1	10.84%	Increased
6285	CPA Compass Planning Associates Greenfield, Massachusetts	$973K	+$1.3K	4	0.89%	Increased
6286	STFP Signal Tree Financial Partners Copley, Ohio	$971K	+$36K	2	0.84%	Increased
6287	BS Brighton Securities Rochester, New York	$959K	-$264K	2	0.52%	Reduced
6288	BFA Bright Financial Advisors Portage, Michigan	$958K	-$248K	2	0.53%	Reduced
6289	RWA Redmont Wealth Advisors Chicago, Illinois	$956K	+$740K	15	1.4%	Increased
6290	CA Cresta Advisors Laredo, Texas	$956K	-$695K	1	0.47%	Reduced
6291	VCS Vaughan & Co Securities Ridgewood, New Jersey	$953K	+$13.7K	1	0.55%	Increased
6292	ATI ARK & TLK Investments Oklahoma City, Oklahoma	$952K	-$225K	1	0.31%	Reduced
6293	RWM Ruedi Wealth Management Champaign, Illinois	$952K	-$257K	1	0.28%	Reduced
6294	Fund Evaluation Group Cincinnati, Ohio	$951K	+$830K	1	0.04%	New
6295	HWMT Heritage Wealth Management (Texas) Houston, Texas	$950K	-$77.7K	2	0.47%	Reduced
6296	KCM Kennondale Capital Management Richmond, Virginia	$949K	$0	1	0.97%	Maintained
6297	PS Pinney & Scofield Cambridge, Massachusetts	$948K	+$33.4K	5	0.64%	Increased
6298	HOWA Heritage Oak Wealth Advisors Santa Rosa Beach, Florida	$939K	+$192K	2	0.36%	Increased
6299	PAP Persistent Asset Partners Hong Kong	$936K	+$451K	2	0.69%	Increased
6300	CWA Capital Wealth Alliance Scottsdale, Arizona	$934K	-$251K	1	0.5%	Reduced