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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	CFGF Compass Financial Group (Florida) Deerfield Beach, Florida	$887K	$0	1	0.44%	Maintained
6327	CFG Cornerstone Financial Group Omaha, Nebraska	$886K	+$2.17K	1	0.75%	Increased
6328	JSA Jim Saulnier & Associates Fort Collins, Colorado	$885K	+$28.7K	1	0.6%	Increased
6329	SA Sincerus Advisory New York	$882K	+$10.9K	2	0.83%	Increased
6330	MCAI Members Capital Advisors Inc Madison, Wisconsin	$879K	$0	2	1.01%	Maintained
6331	E EntreWealth Austin, Texas	$876K	+$6.51K	1	0.61%	Increased
6332	RWM Rolek Wealth Management Berwyn, Pennsylvania	$876K	+$11.3K	1	0.76%	Increased
6333	KHC Koesten Hirschmann & Crabtree Overland Park, Kansas	$873K	+$28.5K	8	0.45%	Increased
6334	FPCG Forum Private Client Group Fishers, Indiana	$866K	+$434	2	0.33%	Increased
6335	BWA BCU Wealth Advisors Vernon Hills, Illinois	$864K	+$718K	2	0.39%	New
6336	AC Avant Capital Lafayette, Louisiana	$851K	+$245K	1	0.66%	Increased
6337	SF Strategent Financial Harrisonburg, Virginia	$850K	-$47.8K	1	0.66%	Reduced
6338	RP Regal Partners Sydney, NSW, Australia	$848K	+$747K	3	0.07%	New
6339	EL EQ LLC Bellevue, Washington	$845K	+$46.9K	2	0.33%	Increased
6340	AFG Arkansas Financial Group Little Rock, Arkansas	$845K	+$26.1K	1	0.13%	Increased
6341	FWMP Foundation Wealth Management (Pennsylvania) Media, Pennsylvania	$844K	+$174K	2	0.37%	Increased
6342	WAM WFA Asset Management Whitefish Bay, Wisconsin	$837K	-$61.6K	4	0.47%	Reduced
6343	GCG Gilbert Capital Group North Yarmouth, Maine	$835K	+$658K	1	0.69%	New
6344	IAMH IvyRock Asset Management (HK) Sheung Wan, Hong Kong	$831K	-$39.1K	2	0.38%	Reduced
6345	SA Scarborough Advisors Annapolis, Maryland	$831K	-$9.06M	17	0.16%	Reduced
6346	JAA Joel Adams & Associates Asheville, North Carolina	$831K	-$16.5K	1	0.74%	Reduced
6347	WWM Woodside Wealth Management Framingham, Massachusetts	$828K	$0	1	0.71%	Maintained
6348	FLC Fifth Lane Capital Austin, Texas	$827K	+$651K	1	1%	New
6349	BWM BCGM Wealth Management Lafayette, Indiana	$825K	+$261K	2	0.23%	Increased
6350	AAA American Alpha Advisors New York	$823K	+$409K	2	0.64%	Increased