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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
6526	KGP Keystone Global Partners Denver, Colorado	$1.06M	$0	2	0.4%	Maintained
6527	FA Fortis Advisors Wayne, Pennsylvania	$1.06M	+$206K	2	0.5%	Increased
6528	HC Hoese & Co Glencoe, Minnesota	$1.06M	+$518K	4	0.69%	Increased
6529	5W 5T Wealth Napa, California	$1.06M	-$106K	2	0.39%	Reduced
6530	FAM Frontier Asset Management Sheridan, Wyoming	$1.06M	-$76K	2	0.19%	Reduced
6531	RCWM Red Crane Wealth Management San Francisco, California	$1.05M	+$114K	2	0.77%	Increased
6532	FWMP Foundation Wealth Management (Pennsylvania) Media, Pennsylvania	$1.05M	+$398K	2	0.32%	Increased
6533	BSWM Boston Standard Wealth Management Winchester, Massachusetts	$1.05M	+$85.5K	2	0.15%	Increased
6534	CWM Cooke Wealth Management Irvine, California	$1.05M	$0	1	0.86%	Maintained
6535	B Bedminster Bluffton, South Carolina	$1.04M	-$53.8K	1	0.89%	Reduced
6536	IWS Intentional Wealth Strategies Colorado Springs, Colorado	$1.04M	-$1.02M	2	0.98%	Reduced
6537	VPP Vertex Planning Partners Downers Grove, Illinois	$1.04M	+$269K	3	0.15%	Increased
6538	AWA A4 Wealth Advisors Huntersville, North Carolina	$1.04M	-$647K	2	0.69%	Reduced
6539	AC ASB Consultores Aventura, Florida	$1.04M	+$219K	4	1.57%	Increased
6540	CFG Compton Financial Group Towson, Maryland	$1.04M	+$7.56K	2	0.2%	Increased
6541	RWRC R.W. Roge & Company Bohemia, New York	$1.04M	+$7.69K	1	0.43%	Increased
6542	HWA HighRoad Wealth Advisors Coos Bay, Oregon	$1.03M	-$56.6K	2	0.87%	Reduced
6543	AWS Alliance Wealth Strategies Lynchburg, Virginia	$1.03M	$0	1	0.81%	Maintained
6544	PCM Passive Capital Management Baltimore, Maryland	$1.03M	-$29.5K	1	0.32%	Reduced
6545	ZS Zenith Solutions Philadelphia, Pennsylvania	$1.03M	+$1.11M	2	0.93%	New
6546	MF Midwestern Financial Iowa City, Iowa	$1.03M	+$2.58K	2	0.72%	Increased
6547	BBL Beck Bode LLC Dedham, Massachusetts	$1.02M	-$3.71M	3	0.16%	Reduced
6548	GWM GoalFusion Wealth Management Austin, Texas	$1.02M	+$98.7K	2	0.41%	Increased
6549	CSW Cogent Strategic Wealth Chicago, Illinois	$1.02M	-$61.1K	1	0.97%	Reduced
6550	SHC SALT Holding Corp Wilmington, Delaware	$1.02M	$0	1	0.54%	Maintained