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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	OFP OLIO Financial Planning Mclean, Virginia	$597K	-$41.3K	1	0.19%	Reduced
6452	ACM Avos Capital Management Seattle, Washington	$596K	-$183K	1	0.34%	Reduced
6453	TIAAOA Teachers Insurance & Annuity Association of America New York	$596K	+$230K	4	0.74%	Increased
6454	OMC Oasis Management Company Grand Cayman, Cayman Islands	$596K	$0	2	0.07%	Maintained
6455	OFG Omega Financial Group Santa Barbara, California	$596K	+$156K	1	0.21%	Increased
6456	BIS BG Investment Services Hagatna, Guam	$595K	+$73.4K	1	0.74%	Increased
6457	PWM Parkworth Wealth Management Los Gatos, California	$592K	+$105K	72	0.43%	Increased
6458	TWP Total Wealth Planning Cincinnati, Ohio	$591K	+$35.2K	1	0.07%	Increased
6459	TF Theory Financial Fort Collins, Colorado	$591K	+$216K	2	0.22%	Increased
6460	ASG Ariston Services Group San Diego, California	$590K	+$223K	2	0.42%	Increased
6461	NL NKCFO LLC Geneva, Illinois	$587K	+$198K	2	0.25%	Increased
6462	JPG Jordan Park Group San Francisco, California	$586K	+$199K	2	0.04%	Increased
6463	SRB Shotwell Rutter Baer Lansing, Michigan	$584K	$0	1	0.4%	Maintained
6464	EA Evolution Advisers Richmond, Virginia	$583K	-$2.32K	8	0.29%	Reduced
6465	KCM Kennicott Capital Management Corte Madera, California	$582K	+$163K	2	0.33%	Increased
6466	AI Arrien Investments Boise, Idaho	$581K	+$216K	2	0.37%	Increased
6467	JWM JFG Wealth Management Denver, Colorado	$577K	-$1.12M	1	0.12%	Reduced
6468	KFGG Keystone Financial Group (Georgia) Atlanta, Georgia	$576K	+$778	3	0.37%	Increased
6469	CWP Corepath Wealth Partners Scottsdale, Arizona	$575K	+$4.34K	1	0.48%	Increased
6470	EI eCIO Inc Madison, Wisconsin	$574K	-$291K	2	0.24%	Reduced
6471	SVWA Sarver Vrooman Wealth Advisors Kansas City, Missouri	$571K	$0	5	0.38%	Maintained
6472	SG Strid Group Newtown Square, Pennsylvania	$570K	-$145K	1	0.08%	Reduced
6473	GFG Grantvest Financial Group Matawan, New Jersey	$570K	-$71.7K	1	0.42%	Reduced
6474	WHCFA William Howard & Co Financial Advisors Memphis, Tennessee	$568K	$0	2	0.5%	Maintained
6475	WOCP White Oak Capital Partners Singapore	$564K	+$287K	1	0.19%	Increased