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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
6376	AWA Asempa Wealth Advisors Baton Rouge, Louisiana	$1.31M	+$809	1	0.98%	Increased
6377	MAS MPWM Advisory Solutions Alpharetta, Georgia	$1.31M	+$6.61M	15	0.6%	Increased
6378	AWM Alterna Wealth Management Houston, Texas	$1.31M	+$40.6K	2	0.75%	Increased
6379	NFW Noble Family Wealth Clearwater, Florida	$1.31M	-$344K	2	0.23%	Reduced
6380	BF Brooklyn FI New York	$1.3M	+$297K	10	0.24%	Increased
6381	NFGCM Norman Fields Gottscho Capital Management New York	$1.3M	-$267K	2	0.4%	Reduced
6382	AFA Amicus Financial Advisors Lubbock, Texas	$1.3M	+$198K	3	0.32%	Increased
6383	MP MSD Partners New York	$1.3M	$0	1	1.69%	Maintained
6384	AFG Arkansas Financial Group Little Rock, Arkansas	$1.3M	+$334K	3	0.17%	Increased
6385	JMG Financial Group Downers Grove, Illinois	$1.3M	-$34.8K	1	0.03%	Reduced
6386	SPM Symmetry Peak Management Radnor, Pennsylvania	$1.3M	+$1.17M	4	0.35%	New
6387	CA Centennial Advisors Austin, Texas	$1.3M	+$198K	3	1.55%	Increased
6388	SFMG Sage Financial Management Group Mclean, Virginia	$1.29M	-$10.1K	2	0.36%	Reduced
6389	SPA Sound Portfolio Advisors Mystic, Connecticut	$1.29M	-$4.03K	2	0.92%	Reduced
6390	ATC Advantage Trust Company Salina, Kansas	$1.29M	+$662K	3	0.46%	Increased
6391	FA Fullerton Advisors Danville, California	$1.29M	+$15.1K	3	1.21%	Increased
6392	3FI 3 Factor Indexing Sacramento, California	$1.29M	-$630	23	1.09%	Reduced
6393	Old Mission Capital Chicago, Illinois	$1.29M	+$1.38M	1	0.02%	New
6394	RWS Retirement Wealth Solutions Marshfield, Wisconsin	$1.29M	-$41.2K	29	0.71%	Reduced
6395	APW Axim Planning & Wealth Springboro, Ohio	$1.29M	-$527K	2	1.8%	Reduced
6396	SHIM Stone House Investment Management Tunkhannock, Pennsylvania	$1.29M	+$234K	33	0.17%	Increased
6397	CFIM Client First Investment Management West Bend, Wisconsin	$1.29M	-$223K	1	0.54%	Reduced
6398	CF Conquis Financial Milbrae, California	$1.28M	$0	3	1.03%	Maintained
6399	WA Winter & Associates St. Paul, Minnesota	$1.28M	-$190K	2	0.96%	Reduced
6400	CCAM Crystal Cove Asset Management Newport Beach, California	$1.28M	+$758K	2	1.4%	Increased