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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
6301	2WWM 21 West Wealth Management Tustin, California	$1.47M	+$2.02K	2	1.26%	Increased
6302	JF Joule Financial Lexington, Kentucky	$1.47M	-$1.19M	2	0.4%	Reduced
6303	AWA Adapt Wealth Advisors Atlanta, Georgia	$1.47M	-$188K	4	0.48%	Reduced
6304	PD Planning Directions Glen Mills, Pennsylvania	$1.47M	-$121K	2	0.68%	Reduced
6305	WFP Welch Financial Planning Boulder, Colorado	$1.46M	+$278K	2	0.85%	Increased
6306	CF Calder Financial Downingtown, Pennsylvania	$1.46M	-$21.8K	1	1.38%	Reduced
6307	RC Resolute Capital Greenville, South Carolina	$1.46M	+$380K	2	0.5%	Increased
6308	HAP Harbor Asset Planning Belmont, Massachusetts	$1.46M	-$61.1K	9	1.1%	Reduced
6309	SWM Steelhead Wealth Management Glen Allen, Virginia	$1.46M	+$587K	3	0.59%	Increased
6310	RA Resolute Advisors San Francisco, California	$1.46M	-$1.59M	3	0.35%	Reduced
6311	PWM Penobscot Wealth Management Portland, Maine	$1.45M	+$185K	2	0.39%	Increased
6312	IIM Invariant Investment Management Camp Hill, Pennsylvania	$1.45M	+$196K	2	0.85%	Increased
6313	BRIA Balanced Rock Investment Advisors Roslindale, Massachusetts	$1.45M	+$460K	4	0.91%	Increased
6314	TCM TT Capital Management Coto De Caza, California	$1.45M	+$787K	2	1.13%	Increased
6315	BFS Beacon Financial Strategies Raleigh, North Carolina	$1.45M	+$22.3K	7	0.72%	Increased
6316	WFS Walker Financial Services Bowling Green, Kentucky	$1.45M	-$646K	1	0.45%	Reduced
6317	LFA Lauterbach Financial Advisors El Paso, Texas	$1.45M	+$181K	3	0.62%	Increased
6318	CRFG Columbia River Financial Group Vancouver, Washington	$1.45M	-$30.8K	1	0.78%	Reduced
6319	FI FWG Investments Lexington, Kentucky	$1.45M	-$18K	2	0.77%	Reduced
6320	EWA EQ Wealth Advisors Dallas, Texas	$1.44M	-$8.09K	1	0.79%	Reduced
6321	EPI Eddie Patel Inc Chicago, Illinois	$1.44M	-$21.6K	2	0.86%	Reduced
6322	AFG Artesa Financial Group Conroe, Texas	$1.44M	-$38.8K	1	1.23%	Reduced
6323	LP LGL Partners Philadelphia, Pennsylvania	$1.44M	+$243K	2	0.53%	Increased
6324	RCM Ratan Capital Management Miami Beach, Florida	$1.43M	-$12.9M	2	0.46%	Reduced
6325	SIM Sprucegrove Investment Management Toronto, Ontario, Canada	$1.43M	-$129K	1	0.22%	Reduced