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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
6426	PA ProCore Advisors Newport Beach, California	$1.24M	+$326K	3	1.53%	Increased
6427	CCM Cutler Capital Management Worcester, Massachusetts	$1.24M	+$10.6K	3	0.32%	Increased
6428	ACM Andina Capital Management Lehi, Utah	$1.23M	+$5.93K	3	1.99%	Increased
6429	RW REDW Wealth Albuquerque, New Mexico	$1.23M	+$77.7K	1	0.44%	Increased
6430	SWA Sightline Wealth Advisors Groton, Connecticut	$1.23M	+$20.2K	1	0.45%	Increased
6431	WIC Whitegate Investment Counselors Concord, New Hampshire	$1.23M	+$182K	2	0.35%	Increased
6432	LFA LGT Financial Advisors Dallas, Texas	$1.23M	-$171K	5	6.52%	Reduced
6433	NBWM North Berkeley Wealth Management Berkeley, California	$1.23M	-$73.4K	2	0.5%	Reduced
6434	DI DRH Investments Thousand Oaks, California	$1.23M	+$1.47M	4	0.97%	New
6435	MFS McNamara Financial Services Marshfield, Massachusetts	$1.23M	$0	2	0.21%	Maintained
6436	SWM Sagace Wealth Management St. Petersburg, Florida	$1.22M	-$137K	3	0.77%	Reduced
6437	ARA Approach Retirement Advisors Vestavia, Alabama	$1.22M	+$38.8K	2	0.89%	Increased
6438	JRFS James Reed Financial Services Cleveland, Ohio	$1.22M	$0	1	0.93%	Maintained
6439	PA Prossimo Advisors San Luis Obispo, California	$1.22M	+$55.1K	2	7.05%	Increased
6440	DWM Denver Wealth Management Denver, Colorado	$1.22M	+$8.02K	3	0.35%	Increased
6441	HCP Hardin Capital Partners Greenville, South Carolina	$1.22M	-$645K	1	0.57%	Reduced
6442	SWM Shepherd Wealth Management Cincinnati, Ohio	$1.22M	-$48K	2	0.67%	Reduced
6443	MA Macro Advisors York, Pennsylvania	$1.22M	-$215K	2	0.39%	Reduced
6444	CCM Colorado Capital Management Boulder, Colorado	$1.22M	-$289K	1	0.41%	Reduced
6445	PWM Parkway Wealth Management Plano, Texas	$1.21M	-$61.9K	1	0.14%	Reduced
6446	FFWA Forthright Family Wealth Advisory Houston, Texas	$1.21M	+$102K	1	0.69%	Increased
6447	NCG Newport Capital Group Red Bank, New Jersey	$1.21M	-$1.51M	1	0.68%	Reduced
6448	AIFS A&I Financial Services Lone Tree, Colorado	$1.21M	+$76.9K	2	0.53%	Increased
6449	KFP Keener Financial Planning Keller, Texas	$1.21M	-$687K	2	0.43%	Reduced
6450	MAWAG Mid-American Wealth Advisory Group Kansas City, Missouri	$1.21M	+$921K	2	0.44%	Increased