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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	CWM Consultiva Wealth Management San Juan, Puerto Rico	$485K	+$493K	9	2.43%	New
6527	CWP Corepath Wealth Partners Scottsdale, Arizona	$484K	+$89K	1	0.47%	Increased
6528	RC Rareview Capital Las Vegas, Nevada	$483K	+$301K	2	0.35%	Increased
6529	CAG Compass Advisory Group Melville, New York	$482K	$0	1	0.17%	Maintained
6530	SCM SVB Capital Management Menlo Park, California	$480K	+$442K	1	0.69%	New
6531	MC McCarthy & Cox Marysville, Ohio	$476K	+$2.13K	1	0.17%	Increased
6532	GCM Graver Capital Management Columbus, Ohio	$471K	+$476K	1	0.49%	New
6533	FA Freestate Advisors Overland Park, Kansas	$466K	$0	1	0.48%	Maintained
6534	CC Citrine Capital San Francisco, California	$464K	+$464K	1	0.34%	New
6535	MCM Massar Capital Management Stamford, Connecticut	$463K	+$430K	1	0.53%	New
6536	1L 10Elms LLP Tulsa, Oklahoma	$463K	+$435K	2	0.48%	New
6537	BF Brooklyn FI New York	$461K	-$920K	1	0.15%	Reduced
6538	MFG Marmo Financial Group Johnson City, Tennessee	$460K	+$8.09K	1	0.25%	Increased
6539	SI Sprott Inc Toronto, Ontario, Canada	$460K	+$11.6K	1	0.03%	Increased
6540	FAC Financial Advisory Corporation Grand Rapids, Michigan	$457K	+$462K	1	0.08%	New
6541	RWA Redmont Wealth Advisors Chicago, Illinois	$456K	-$361K	1	0.79%	Reduced
6542	SA Sunesis Advisors Overland Park, Kansas	$456K	+$27.7K	1	0.28%	Increased
6543	LG LAM Group Lake Oswego, Oregon	$455K	$0	4	0.32%	Maintained
6544	FF Farnam Financial Phoenix, Arizona	$454K	$0	1	0.47%	Maintained
6545	AA ArborFi Advisors Ann Arbor, Michigan	$452K	+$457K	1	0.45%	New
6546	DAM DLD Asset Management New York	$449K	-$4.16M	1	0.05%	Reduced
6547	PFG Pinnacle Financial Group Western Springs, Illinois	$449K	+$78.4K	1	0.18%	Increased
6548	CAM Cobblestone Asset Management Richmond, Virginia	$447K	$0	2	0.29%	Maintained
6549	AFA Atlas Financial Advisors Oroville, California	$447K	-$290K	1	0.7%	Reduced
6550	RFS Retirement Financial Solutions Knoxville, Tennessee	$443K	+$10.2K	1	0.24%	Increased