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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	HFA Highland Financial Advisors Wayne, New Jersey	$528K	+$202K	1	0.18%	Increased
6502	JSA Jim Saulnier & Associates Fort Collins, Colorado	$528K	+$852	1	0.46%	Increased
6503	MAM McCarthy Asset Management Redwood Shores, California	$519K	-$4.68K	1	0.37%	Reduced
6504	MFG MTM Financial Group Bethlehem, Pennsylvania	$517K	+$6.82K	1	0.31%	Increased
6505	TTSTC Texas Treasury Safekeeping Trust Company Austin, Texas	$515K	$0	1	0.02%	Maintained
6506	WWWM White Wing Wealth Management The Wodlands, Texas	$515K	+$202K	2	0.38%	Increased
6507	PWAC Private Wealth Advisors (California) Fresno, California	$515K	+$201K	2	0.2%	Increased
6508	BFP Beacon Financial Planning Hyannis, Massachusetts	$514K	+$852	1	0.3%	Increased
6509	OFP OLIO Financial Planning Mclean, Virginia	$510K	-$76.3K	1	0.18%	Reduced
6510	TCTWM Three Cord True Wealth Management Beaver, Pennsylvania	$510K	+$515K	1	0.44%	New
6511	EA Evolution Advisers Richmond, Virginia	$509K	$0	8	0.28%	Maintained
6512	AFTS American Financial & Tax Strategies New York	$509K	+$29K	1	0.26%	Increased
6513	T TrueFG Cedar Park, Texas	$508K	-$49.4K	1	0.17%	Reduced
6514	SWM Stapp Wealth Management Olympia, Washington	$507K	-$2.13K	2	0.79%	Reduced
6515	AI Arrien Investments Boise, Idaho	$504K	-$32.9K	2	0.36%	Reduced
6516	CJH Christopher J. Hasenberg Eau Claire, Wisconsin	$503K	$0	6	0.2%	Maintained
6517	SG Strid Group Newtown Square, Pennsylvania	$503K	$0	1	0.08%	Maintained
6518	ASG Ariston Services Group San Diego, California	$498K	-$331K	2	0.43%	Reduced
6519	GC Glenorchy Capital Boorolite, Australia	$498K	-$17.1K	1	0.29%	Reduced
6520	TFP Traction Financial Partners Encampment, Wyoming	$496K	+$40K	1	0.39%	Increased
6521	JKSF John & Kathleen Schreiber Foundation Lake Forest, Illinois	$495K	+$526K	1	0.29%	New
6522	KFGG Keystone Financial Group (Georgia) Atlanta, Georgia	$492K	+$503K	3	0.4%	New
6523	TWP Total Wealth Planning Cincinnati, Ohio	$487K	+$492K	1	0.08%	New
6524	AC Avant Capital Lafayette, Louisiana	$487K	+$492K	1	0.4%	New
6525	ACM ADAR1 Capital Management Austin, Texas	$485K	+$461K	1	0.1%	Increased