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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	Delta Accumulation LLC Sausalito, California	$701K	+$869	1	0.05%	Increased
6402	GFM GEN Financial Management Plymouth, Minnesota	$700K	-$413K	1	0.57%	Reduced
6403	BIA Barry Investment Advisors New Bedford, Massachusetts	$700K	+$257K	2	0.17%	Increased
6404	MSA Marathon Strategic Advisors Pittsburgh, Pennsylvania	$697K	+$28.7K	1	0.65%	Increased
6405	LAS Legacy Advisory Services Exton, Pennsylvania	$694K	+$869	1	0.55%	Increased
6406	CJH Christopher J. Hasenberg Eau Claire, Wisconsin	$691K	+$15.7K	7	0.26%	Increased
6407	GWA Genesis Wealth Advisors Braintree, Massachusetts	$690K	$0	1	0.52%	Maintained
6408	BNMT Bawa N Mallick Trust Forest Hills, New York	$689K	$0	1	0.28%	Maintained
6409	RC Rareview Capital Las Vegas, Nevada	$683K	+$205K	2	0.43%	Increased
6410	MRP Measured Risk Portfolios San Diego, California	$681K	-$3.04K	2	0.66%	Reduced
6411	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$678K	-$2.83M	5	0.08%	Reduced
6412	NLWP Next Level Wealth Planning Meridian, Idaho	$678K	-$1.74K	1	0.43%	Reduced
6413	AAG Avalon Advisory Group Wexford, Pennsylvania	$676K	-$9.55K	1	0.29%	Reduced
6414	SF Seek First Campbell, California	$675K	-$248K	1	0.55%	Reduced
6415	SA SL Advisors Westfield, New Jersey	$674K	$0	1	1.21%	Maintained
6416	LFG Leverty Financial Group Hudson, Wisconsin	$672K	-$19K	2	0.2%	Reduced
6417	TR Tepp RIA Westfield, New Jersey	$672K	-$111K	1	0.87%	Reduced
6418	HC Hoese & Co Glencoe, Minnesota	$669K	+$103K	4	0.54%	Increased
6419	SC Sykon Capital Harrison, New York	$667K	+$226K	2	0.24%	Increased
6420	PWMG Pioneer Wealth Management Group Austin, Texas	$666K	+$216K	2	0.25%	Increased
6421	WWWM White Wing Wealth Management The Wodlands, Texas	$666K	+$192K	2	0.45%	Increased
6422	LFWA LBJ Family Wealth Advisors Austin, Texas	$664K	+$434	1	0.39%	Increased
6423	MC Maren Capital Chicago, Illinois	$664K	-$391K	1	0.04%	Reduced
6424	BWL Beacon Wealthcare LLC Raleigh, North Carolina	$662K	+$13K	1	0.25%	Increased
6425	NJBEST New Jersey Better Educational Savings Trust Trenton, New Jersey	$658K	-$1.8M	1	1.69%	Reduced