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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	CFGSD Compass Financial Group (South Dakota) Sioux Falls, South Dakota	$622K	$0	2	0.12%	Maintained
6452	WH Wallace Hart Lexington, Kentucky	$621K	+$43.1K	1	0.5%	Increased
6453	HC Hoese & Co Glencoe, Minnesota	$618K	-$25.7K	4	0.54%	Reduced
6454	MWA Mills Wealth Advisors Southlake, Texas	$617K	+$80.1K	2	0.35%	Increased
6455	CFS Compass Financial Services West Des Moines, Iowa	$617K	+$630K	7	0.35%	New
6456	BH Burk Holdings Tulsa, Oklahoma	$611K	+$618K	2	0.49%	New
6457	JWM JDH Wealth Management Santa Rosa, California	$611K	+$617K	1	0.54%	New
6458	DWM Denver Wealth Management Denver, Colorado	$609K	-$6.82K	1	0.27%	Reduced
6459	KWM KMT Wealth Management El Segundo, California	$607K	+$565K	2	0.49%	New
6460	DP Divergent Planning Bethesda, Maryland	$601K	$0	1	0.21%	Maintained
6461	OA Oceanside Advisors Mount Pleasant, South Carolina	$600K	$0	1	0.45%	Maintained
6462	HA HC Advisors Sandy Springs, Georgia	$600K	+$462K	2	0.48%	Increased
6463	SIA Spectrum Investment Advisors Mequon, Wisconsin	$595K	+$4.26K	1	0.4%	Increased
6464	SFO Standard Family Office Sioux Falls, South Dakota	$594K	$0	2	0.72%	Maintained
6465	LTL Lowery Thomas LLC Pebble Beach, California	$591K	+$68.6K	1	0.39%	Increased
6466	PVAMC PPS&V Asset Management Consultants Portage, Michigan	$588K	+$426	1	0.4%	Increased
6467	FWMP Foundation Wealth Management (Pennsylvania) Media, Pennsylvania	$585K	+$547K	2	0.28%	New
6468	GWA Genesis Wealth Advisors Braintree, Massachusetts	$585K	+$591K	1	0.51%	New
6469	AAG Avalon Advisory Group Wexford, Pennsylvania	$582K	$0	1	0.27%	Maintained
6470	BNMT Bawa N Mallick Trust Forest Hills, New York	$580K	+$462K	1	0.25%	New
6471	LWA LifeGoal Wealth Advisors Saratoga Springs, New York	$572K	+$578K	1	0.62%	New
6472	CA Crossingbridge Advisors Pleasantville, New York	$569K	+$544K	1	0.19%	New
6473	LAMC Longview Asset Management (California) San Rafael, California	$568K	+$564K	7	0.38%	New
6474	VFG Valley Financial Group Ambler, Pennsylvania	$567K	+$5.11K	1	0.39%	Increased
6475	GWM Grand Wealth Management Grand Rapids, Michigan	$565K	-$6.82K	1	0.31%	Reduced