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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
6401	KFG Kingdom Financial Group Peoria, Arizona	$729K	-$17.3K	2	0.5%	Reduced
6402	SGI Swan Global Investments Durango, Colorado	$725K	+$450K	2	0.02%	Increased
6403	GCWM Graham Capital Wealth Management Washington D.c., District of Columbia	$723K	+$1.7K	1	0.62%	Increased
6404	JAA Joel Adams & Associates Asheville, North Carolina	$720K	+$728K	1	0.65%	New
6405	KAM Kraft Asset Management Nashville, Tennessee	$720K	+$149K	2	0.56%	Increased
6406	KCM Kaye Capital Management El Segundo, California	$718K	-$71.6K	1	0.33%	Reduced
6407	GWM Global Wealth Management Kingston, New Jersey	$714K	+$1.28K	1	0.46%	Increased
6408	MRP Measured Risk Portfolios San Diego, California	$712K	+$715K	10	0.74%	New
6409	CI Cordant Inc Portland, Oregon	$709K	+$60.6K	3	0.37%	Increased
6410	IWM Inlight Wealth Management Atlanta, Georgia	$709K	+$649K	2	0.47%	New
6411	ACM Avos Capital Management Seattle, Washington	$708K	+$678K	1	0.56%	New
6412	CCM Contrarian Capital Management Greenwich, Connecticut	$706K	$0	1	0.24%	Maintained
6413	Delta Accumulation LLC Sausalito, California	$698K	+$1.28K	1	0.04%	Increased
6414	VWM VanWeelden Wealth Management West Chester Township, Ohio	$695K	+$703K	1	0.63%	New
6415	CPA Clear Point Advisors Melville, New York	$695K	-$412K	1	0.59%	Reduced
6416	MFA McClarren Financial Advisors State College, Pennsylvania	$695K	-$3.68K	5	1.95%	Reduced
6417	DWA Delta Wealth Advisors Indianapolis, Indiana	$694K	-$20K	1	0.65%	Reduced
6418	HPA High Probability Advisors Pittsford, New York	$693K	+$2.56K	1	0.12%	Increased
6419	AWM AAF Wealth Management Westborough, Massachusetts	$691K	$0	1	0.35%	Maintained
6420	AFG Arkansas Financial Group Little Rock, Arkansas	$690K	-$25.6K	1	0.11%	Reduced
6421	MSWM Master's Wealth Management Lancaster, Pennsylvania	$687K	+$642K	2	0.37%	New
6422	AACA American Assets Capital Advisers San Diego, California	$683K	+$204K	1	0.23%	Increased
6423	5W 5T Wealth Napa, California	$682K	+$637K	2	0.37%	New
6424	TFG Tull Financial Group Chesapeake, Virginia	$679K	+$687K	1	0.41%	New
6425	PWA Principia Wealth Advisory Dallas, Texas	$677K	+$679K	54	0.64%	New