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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	DP Divergent Planning Bethesda, Maryland	$933K	-$4.5K	2	0.28%	Reduced
6302	SNWA Siligmueller & Norvid Wealth Advisors Glen Ellyn, Illinois	$931K	$0	1	0.36%	Maintained
6303	AFS Axiom Financial Strategies New Albany, Indiana	$931K	-$814K	2	0.52%	Reduced
6304	OCM Objective Capital Management Pepper Pike, Ohio	$930K	+$59.2K	2	1.04%	Increased
6305	AAS AdviceOne Advisory Services Glastonbury, Connecticut	$930K	+$86.9K	1	0.69%	Increased
6306	BFA Bluestem Financial Advisors Champaign, Illinois	$929K	-$189K	1	0.4%	Reduced
6307	SOWAS Silver Oak Wealth Advisors Services Los Angeles, California	$927K	+$147K	2	0.67%	Increased
6308	PCM Prospera Capital Management Gilbert, Arizona	$917K	+$73K	1	0.51%	Increased
6309	FFP Forbes Financial Planning East Greenwich, Rhode Island	$913K	$0	1	0.62%	Maintained
6310	TCM TT Capital Management Coto De Caza, California	$912K	+$119K	1	0.74%	Increased
6311	DFC DBK Financial Counsel Cuyahoga Falls, Ohio	$910K	+$869	1	0.82%	Increased
6312	AFA Alpha Financial Advisors Charlotte, North Carolina	$908K	+$372K	2	0.35%	Increased
6313	ARGA Investment Management Stamford, Connecticut	$908K	-$633K	1	0.02%	Reduced
6314	JWM JDH Wealth Management Santa Rosa, California	$906K	+$65.6K	2	0.69%	Increased
6315	LC Lunate Capital Al Maryah Island, Abu Dhabi, United Arab Emirates	$905K	+$940K	1	0.51%	New
6316	AFO Allie Family Office Miami, Florida	$904K	-$369K	1	0.45%	Reduced
6317	FA Financial Alternatives La Jolla, California	$901K	$0	3	0.59%	Maintained
6318	GCM Galibier Capital Management Toronto, Ontario, Canada	$899K	$0	1	0.27%	Maintained
6319	PWA Principia Wealth Advisory Dallas, Texas	$898K	+$62K	56	0.76%	Increased
6320	SCM Stonehill Capital Management New York	$898K	+$585K	1	0.39%	Increased
6321	IWC Infinity Wealth Counsel Loveland, Ohio	$896K	-$26.5K	2	0.9%	Reduced
6322	PWM PTM Wealth Management North Wales, United States	$895K	+$231K	1	0.59%	Increased
6323	CWM Chicago Wealth Management Chicago, Illinois	$892K	-$176K	1	0.43%	Reduced
6324	FOR Family Office Research Bethesda, Maryland	$892K	+$14.3K	1	0.42%	Increased
6325	FI FIDELIS iM Medford, Oregon	$890K	+$1.3K	1	0.4%	Increased