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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
6476	OFG Opulen Financial Group Arlington, Virginia	$563K	+$569K	1	0.51%	New
6477	LFWA LBJ Family Wealth Advisors Austin, Texas	$562K	-$5.54K	1	0.34%	Reduced
6478	AFP Advus Financial Partners Winter Park, Florida	$561K	+$149K	1	0.24%	Increased
6479	AC Attessa Capital Tucson, Arizona	$560K	+$566K	1	0.38%	New
6480	NLWP Next Level Wealth Planning Meridian, Idaho	$559K	+$565K	1	0.44%	New
6481	SPWM Straight Path Wealth Management Jenison, Michigan	$557K	-$18.8K	2	0.22%	Reduced
6482	CMP Courage Miller Partners Norfolk, Virginia	$555K	-$33.2K	1	0.19%	Reduced
6483	GFG Grantvest Financial Group Matawan, New Jersey	$551K	+$557K	1	0.62%	New
6484	CWM Capital Wealth Management W. Warwick, Rhode Island	$550K	$0	1	0.24%	Maintained
6485	MSA Marathon Strategic Advisors Pittsburgh, Pennsylvania	$548K	-$24.7K	1	0.59%	Reduced
6486	PFA Pinnacle Family Advisors Springfield, Missouri	$547K	+$29.8K	2	0.26%	Increased
6487	DWM DKM Wealth Management Stockton, California	$545K	+$551K	1	0.52%	New
6488	PA Prism Advisors Studio City, California	$542K	-$426	1	0.16%	Reduced
6489	DFG Dynamic Financial Group Cedar Falls, Iowa	$542K	+$548K	1	0.55%	New
6490	SHIM Stone House Investment Management Tunkhannock, Pennsylvania	$540K	-$501K	1	0.14%	Reduced
6491	BF Bonfire Financial Colorado Springs, Colorado	$538K	+$544K	1	0.49%	New
6492	BWA Brave Warrior Advisors New York	$537K	+$319K	1	0.01%	Increased
6493	SPIO Seven Post Investment Office San Francisco, California	$537K	-$104M	1	0.21%	Reduced
6494	BWL Beacon Wealthcare LLC Raleigh, North Carolina	$535K	-$42.6K	1	0.22%	Reduced
6495	KIC Keating Investment Counselors Delray Beach, Florida	$533K	$0	1	0.17%	Maintained
6496	HOWA Heritage Oak Wealth Advisors Santa Rosa Beach, Florida	$533K	-$5.55M	1	0.25%	Reduced
6497	JWBC John W. Brooker & Co Oakland, California	$532K	-$1.28K	2	0.23%	Reduced
6498	BP BCK Partners Corning, New York	$532K	-$39.2K	1	0.33%	Reduced
6499	AC Applied Capital Little Rock, Arkansas	$530K	-$426	1	0.27%	Reduced
6500	APM a16z Perennial Management Menlo Park, California	$528K	-$21.7M	6	0.06%	Reduced