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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	DRP Decker Retirement Planning Levi, Utah	$764K	-$4.29M	9	0.44%	Reduced
6377	BSWM Boston Standard Wealth Management Winchester, Massachusetts	$763K	+$70.8K	1	0.14%	Increased
6378	SMCM Sky-Mountain Capital Management Ketchum, Idaho	$762K	+$174K	2	0.51%	Increased
6379	AC AIFG Consultants Halfmoon, New York	$760K	+$247K	2	1.48%	Increased
6380	Carlyle Group Washington, District of Columbia	$759K	$0	1	0.02%	Maintained
6381	CFGSD Compass Financial Group (South Dakota) Sioux Falls, South Dakota	$758K	-$1.43K	2	0.12%	Reduced
6382	MFG Mendota Financial Group Madison, Wisconsin	$757K	-$21.3K	3	0.72%	Reduced
6383	SWP Significant Wealth Partners Cary, Illinois	$749K	+$22K	2	0.37%	Increased
6384	TWM Tanglewood Wealth Management Houston, Texas	$749K	-$16.5K	1	0.07%	Reduced
6385	KP Kitching Partners Conshohocken, Pennsylvania	$749K	-$167K	1	0.76%	Reduced
6386	GCWM Graham Capital Wealth Management Washington D.c., District of Columbia	$748K	+$81.2K	1	0.83%	Increased
6387	NI NFC Investments Memphis, Tennessee	$746K	$0	1	0.21%	Maintained
6388	DWM Daner Wealth Management Alpharetta, Georgia	$745K	+$579K	2	0.51%	New
6389	FAC Financial Advisory Corporation Grand Rapids, Michigan	$744K	+$151K	2	0.11%	Increased
6390	CC Climber Capital Nyon, Switzerland	$744K	+$1.74K	1	0.48%	Increased
6391	LODC Lanham O'Dell & Company Hurricane, West Virginia	$738K	-$12.6K	2	0.31%	Reduced
6392	HIA HFM Investment Advisors Glassboro, New Jersey	$737K	+$76.5K	70	0.32%	Increased
6393	CWM Consultiva Wealth Management San Juan, Puerto Rico	$733K	$0	9	2.26%	Maintained
6394	CAG Compass Advisory Group Melville, New York	$731K	+$31.3K	1	0.23%	Increased
6395	HA HC Advisors Sandy Springs, Georgia	$720K	+$249K	2	0.51%	Increased
6396	CWM Core Wealth Management Jupiter, Florida	$718K	-$63.4K	1	0.25%	Reduced
6397	MAM Mullooly Asset Management Wall Township, New Jersey	$714K	+$11.7K	2	0.3%	Increased
6398	PA Prism Advisors Studio City, California	$712K	$0	1	0.2%	Maintained
6399	OA Oceanside Advisors Mount Pleasant, South Carolina	$708K	$0	1	0.47%	Maintained
6400	RWP Ridgeline Wealth Planning Centerville, Ohio	$704K	+$281K	2	0.58%	Increased