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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	APW Atlantic Private Wealth Chapel Hill, North Carolina	$352K	+$9.98K	5	0.26%	Increased
6527	BAWC Boyce & Associates Wealth Consulting Cedar Park, Texas	$350K	-$254K	1	0.35%	Reduced
6528	PWP PrairieView Wealth Partners Orland Park, Illinois	$349K	$0	1	0.43%	Maintained
6529	DADR Dynamo Administracao de Recursos Rio De Janeiro, Brazil	$349K	-$320K	1	2.1%	Reduced
6530	FRM Foundation Resource Management Little Rock, Arkansas	$348K	$0	1	0.05%	Maintained
6531	LG LAM Group Lake Oswego, Oregon	$347K	-$65.3K	1	0.26%	Reduced
6532	MCA Midwest Capital Advisors Grand Rapids, Michigan	$342K	+$408	6	0.21%	Increased
6533	ICMP Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania	$338K	$0	1	0.27%	Maintained
6534	AC AIFG Consultants Halfmoon, New York	$336K	+$5.71K	1	0.55%	Increased
6535	AFA Alpha Financial Advisors Charlotte, North Carolina	$336K	+$9.38K	1	0.15%	Increased
6536	AC Attessa Capital Tucson, Arizona	$329K	-$185K	1	0.22%	Reduced
6537	HA HC Advisors Sandy Springs, Georgia	$328K	-$229K	1	0.25%	Reduced
6538	PVAMC PPS&V Asset Management Consultants Portage, Michigan	$328K	-$213K	1	0.24%	Reduced
6539	CTA Camelot Technology Advisors San Francisco, California	$325K	$0	1	0.29%	Maintained
6540	TWCA Two West Capital Advisors Overland Park, Kansas	$325K	-$63.6K	1	0.27%	Reduced
6541	AAG Accordant Advisory Group Annapolis, Maryland	$322K	+$30.2K	5	0.31%	Increased
6542	CWA Cornerstone Wealth Advisors Edina, Minnesota	$319K	$0	1	0.09%	Maintained
6543	DK David Kennon Sarasota, Florida	$317K	-$36.7K	1	0.13%	Reduced
6544	AFS AFG Fiduciary Services Hingham, Massachusetts	$316K	-$75.4K	1	0.23%	Reduced
6545	WWWM White Wing Wealth Management The Wodlands, Texas	$315K	-$156K	1	0.25%	Reduced
6546	OFG Omega Financial Group Santa Barbara, California	$315K	+$408	1	0.12%	Increased
6547	PWM Parkworth Wealth Management Los Gatos, California	$315K	-$2.15K	67	0.25%	Reduced
6548	MHIP Mountain Hill Investment Partners Atlantic Highlands, New Jersey	$314K	+$36.7K	4	0.31%	Increased
6549	SWM Schwallier Wealth Management Grand Rapids, Michigan	$314K	+$341K	1	0.23%	New
6550	FPWM Five Pine Wealth Management Coeur D Alene, Idaho	$312K	-$13.9K	1	0.25%	Reduced