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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
6451	PIS POM Investment Strategies Raleigh, North Carolina	$1.21M	+$462K	9	1.37%	Increased
6452	MSA Marathon Strategic Advisors Pittsburgh, Pennsylvania	$1.2M	-$3.24K	2	0.68%	Reduced
6453	RRWA Rainey & Randall Wealth Advisors Celebration, Florida	$1.2M	-$10.1K	2	0.17%	Reduced
6454	DC Dorval Corp Maple Grove, Minnesota	$1.2M	+$270K	2	0.35%	Increased
6455	NA Nottingham Advisors Amherst, New York	$1.2M	+$25.4K	3	0.14%	Increased
6456	MWP Meredith Wealth Planning Maryville, Illinois	$1.2M	-$73.1K	2	0.28%	Reduced
6457	CPA Clear Point Advisors Melville, New York	$1.2M	+$421K	3	1.06%	Increased
6458	CFFNO Common Fund For Nonprofit Organizations Wilton, Connecticut	$1.2M	$0	1	0.11%	Maintained
6459	KPP Kings Path Partners Sugar Land, Texas	$1.19M	-$416K	11	0.32%	Reduced
6460	TWM Tumwater Wealth Management Boise, Idaho	$1.19M	$0	2	0.43%	Maintained
6461	SS Sound Stewardship Overland Park, Kansas	$1.19M	+$483K	2	0.49%	Increased
6462	AIP Alexis Investment Partners Montgomery, Texas	$1.18M	-$845K	1	0.69%	Reduced
6463	FIC Family Investment Center Saint Joseph, Missouri	$1.18M	+$11.3K	3	0.2%	Increased
6464	MFG Mustico Financial Group Elmira, New York	$1.17M	-$262K	2	0.76%	Reduced
6465	LAS Lloyd Advisory Services Suwanee, Georgia	$1.17M	-$3.72M	24	0.45%	Reduced
6466	PWM PMG Wealth Management Hawthorn Woods, Illinois	$1.17M	-$1.21K	1	0.72%	Reduced
6467	MVF Markin Volterra Fund Rye, New York	$1.17M	+$686K	3	0.8%	Increased
6468	WCP Welch Capital Partners Harrison, New York	$1.17M	$0	1	0.23%	Maintained
6469	SM Sensible Money Scottsdale, Arizona	$1.17M	+$186K	2	0.31%	Increased
6470	PWM Provident Wealth Management Brentwood, Tennessee	$1.17M	+$248K	2	0.3%	Increased
6471	MIM Meixler Investment Management Show Low, Arizona	$1.17M	+$24.9K	2	0.65%	Increased
6472	WMWM Wilkins Miller Wealth Management Mobile, Alabama	$1.16M	-$98.3K	2	0.64%	Reduced
6473	BWM Boyd Wealth Management Sacramento, California	$1.16M	+$2.96K	2	0.44%	Increased
6474	BFS Boyer Financial Services Newport Beach, California	$1.16M	+$78.6K	2	0.98%	Increased
6475	IWM IMG Wealth Management Jacksonville, Florida	$1.16M	+$136K	21	0.64%	Increased