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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
6501	EL EQ LLC Bellevue, Washington	$1.11M	+$132K	2	0.27%	Increased
6502	TFS truNorth Financial Services Chambersburg, Pennsylvania	$1.11M	+$437K	3	0.99%	Increased
6503	VWA Valued Wealth Advisors Holladay, Utah	$1.1M	+$10.6K	27	0.4%	Increased
6504	DI DDFG Inc Thousand Oaks, California	$1.1M	+$4.35K	2	0.22%	Increased
6505	WTG West Tower Group Richmond, Virginia	$1.1M	-$659K	4	3.09%	Reduced
6506	IWB Innovative Wealth Building California, Maryland	$1.09M	$0	1	0.63%	Maintained
6507	MAM Marquette Asset Management Minneapolis, Minnesota	$1.09M	-$172K	69	0.14%	Reduced
6508	DG Diesslin Group Fort Worth, Texas	$1.09M	-$8.9K	1	0.42%	Reduced
6509	SF SWP Financial San Diego, California	$1.09M	+$114K	3	0.5%	Increased
6510	WFA Websterrogers Financial Advisors Florence, South Carolina	$1.09M	-$1.3K	2	0.28%	Reduced
6511	PJC Phillip James Consulting Plymouth, Minnesota	$1.09M	+$65.8K	14	0.73%	Increased
6512	SIA Stegner Investment Associates Louisville, Kentucky	$1.08M	-$96.7K	1	0.52%	Reduced
6513	GCL Gouws Capital LLC Charlotte, North Carolina	$1.08M	-$208K	1	0.5%	Reduced
6514	MFA Morling Financial Advisors Fremont, California	$1.08M	-$40.1K	3	0.3%	Reduced
6515	WWM Woodside Wealth Management Framingham, Massachusetts	$1.08M	$0	2	0.75%	Maintained
6516	GW Graetz Wealth Jenison, Michigan	$1.08M	-$66.8K	4	0.86%	Reduced
6517	CFP Cypress Financial Planning Haddon Heights, New Jersey	$1.08M	-$33.5K	3	0.26%	Reduced
6518	MKW Mullaney, Keating & Wright Middletown, Connecticut	$1.07M	+$171K	1	0.52%	Increased
6519	OFS Opus Financial Solutions Downers Grove, Illinois	$1.07M	+$62.3K	1	0.86%	Increased
6520	BCI Blue Capital Inc Omaha, Nebraska	$1.07M	-$1.29M	2	0.68%	Reduced
6521	SCFS Stewardship Concepts Financial Services Spokane, Washington	$1.07M	+$16.8K	2	0.72%	Increased
6522	TCM Timbuktu Capital Management Boston, Massachusetts	$1.07M	+$1.15M	7	1.6%	New
6523	FI FIDELIS iM Medford, Oregon	$1.06M	+$1.21K	1	0.36%	Increased
6524	AGM Aragon Global Management Miami, Florida	$1.06M	+$1.16M	1	0.4%	New
6525	PWA Principia Wealth Advisory Dallas, Texas	$1.06M	+$195K	59	0.53%	Increased