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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	FAM Frontier Asset Management Sheridan, Wyoming	$514K	+$448K	1	0.14%	New
6502	KFG Kropog Financial Group Mandeville, Louisiana	$513K	+$869	1	0.45%	Increased
6503	FFW Fusion Family Wealth Woodbury, New York	$513K	$0	1	0.04%	Maintained
6504	AFP Advus Financial Partners Winter Park, Florida	$510K	+$192K	2	0.2%	Increased
6505	RCM Richardson Capital Management Menomonee Falls, Wisconsin	$507K	-$109K	7	0.27%	Reduced
6506	TFG Team Financial Group Temecula, California	$505K	+$129K	5	0.25%	Increased
6507	FWS FinDec Wealth Services Stockton, California	$502K	-$38.6K	1	0.52%	Reduced
6508	BFS Bare Financial Services Gap, Pennsylvania	$501K	+$281K	71	0.17%	Increased
6509	IFA Interactive Financial Advisors New Lenox, Illinois	$500K	+$2.61K	1	0.24%	Increased
6510	SWA Safir Wealth Advisors Greenland, New Hampshire	$500K	$0	1	0.37%	Maintained
6511	TWCA Two West Capital Advisors Overland Park, Kansas	$499K	+$58.6K	1	0.33%	Increased
6512	SPIA Strategic Point Investment Advisors Providence, Rhode Island	$498K	+$6.51K	1	0.08%	Increased
6513	1L 10Elms LLP Tulsa, Oklahoma	$498K	-$43.4K	2	0.47%	Reduced
6514	CAWM Capital A Wealth Management New Castle, Pennsylvania	$495K	-$3.31M	15	5.54%	Reduced
6515	LAMC Longview Asset Management (California) San Rafael, California	$491K	-$86.8K	4	0.31%	Reduced
6516	MAV Mason & Associates (Virginia) Newport News, Virginia	$486K	+$183K	2	0.12%	Increased
6517	MCA Midwest Capital Advisors Grand Rapids, Michigan	$484K	$0	6	0.26%	Maintained
6518	WS Wela Strategies Atlanta, Georgia	$484K	-$23.9K	1	0.19%	Reduced
6519	YAL Your Advocates Ltd Houston, Texas	$483K	+$2.61K	10	0.17%	Increased
6520	APW Atlantic Private Wealth Chapel Hill, North Carolina	$482K	+$9.99K	6	0.32%	Increased
6521	AA ArborFi Advisors Ann Arbor, Michigan	$482K	-$16.5K	1	0.42%	Reduced
6522	NA Nestegg Advisors Hauppauge, New York	$480K	$0	1	0.46%	Maintained
6523	RWA Resolute Wealth Advisor Findlay, Ohio	$478K	+$561K	1	0.27%	New
6524	BWM Benchmark Wealth Management Old Lyme, Connecticut	$474K	$0	1	0.21%	Maintained
6525	TCFP Treasure Coast Financial Planning Vero Beach, Florida	$474K	-$7.82K	1	0.28%	Reduced