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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
6326	BHFP Blom & Howell Financial Planning Modesto, California	$1.43M	-$3.62K	2	1.19%	Reduced
6327	VWM Verus Wealth Management De Pere, Wisconsin	$1.43M	-$802	2	1.18%	Reduced
6328	GIA Gem Investment Advisors Teaneck, New Jersey	$1.43M	$0	1	0.87%	Maintained
6329	SPWM Smith Partners Wealth Management Greensboro, North Carolina	$1.42M	$0	1	1.13%	Maintained
6330	MFA McClarren Financial Advisors State College, Pennsylvania	$1.42M	+$214K	2	0.73%	Increased
6331	G Greycroft New York	$1.41M	-$107M	1	3.21%	Reduced
6332	FS Ferguson Shapiro Decatur, Georgia	$1.41M	-$338K	3	0.41%	Reduced
6333	MASECO Private Wealth London,	$1.41M	+$3.06K	8	0.04%	Increased
6334	TP Thayer Partners Wyndmoor, Pennsylvania	$1.4M	+$126K	2	0.58%	Increased
6335	BF Blankinship & Foster Solana Beach, California	$1.4M	-$80.3K	2	0.28%	Reduced
6336	PIFP Partners in Financial Planning Salem, Virginia	$1.4M	+$3.61K	2	0.21%	Increased
6337	IFS Intelligent Financial Strategies Excelsior, Minnesota	$1.4M	-$12.9K	1	0.67%	Reduced
6338	VWM Vigil Wealth Management Ponte Vedra Beach, Florida	$1.39M	+$942K	2	0.99%	Increased
6339	SAG Sentinel Advisory Group Middleton, Wisconsin	$1.39M	+$52.1K	2	0.57%	Increased
6340	PAG Poinciana Advisors Group Palm Beach Gardens, Florida	$1.39M	-$350K	4	1.03%	Reduced
6341	SCM Semanteon Capital Management Newton, Massachusetts	$1.38M	+$1.27M	6	6.24%	Increased
6342	VT Volterra Technologies New York	$1.38M	-$12.2M	4	0.2%	Reduced
6343	HOWA Heritage Oak Wealth Advisors Santa Rosa Beach, Florida	$1.38M	+$57.8K	2	0.41%	Increased
6344	ASI All-Stars Investment Hong Kong	$1.37M	+$1.47M	2	0.69%	New
6345	PFO PMG Family Office Plano, Texas	$1.37M	+$300K	2	1.26%	Increased
6346	FWM FMB Wealth Management Westlake Village, California	$1.37M	+$197K	3	0.5%	Increased
6347	RIS Richmond Investment Services Mequon, Wisconsin	$1.37M	-$3.53M	2	0.43%	Reduced
6348	HA Hanover Advisors Seneca, South Carolina	$1.37M	+$2.83K	1	0.49%	Increased
6349	DI Dalton Investments Las Vegas, Nevada	$1.36M	$0	1	1.23%	Maintained
6350	CIAS CBIZ Investment Advisory Services Independence, Ohio	$1.36M	$0	19	0.05%	Maintained