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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
6551	TBFA Three Bearings Fiduciary Advisors Hampton, New Hampshire	$1.02M	-$2.05K	9	0.92%	Reduced
6552	SWA Strategic Wealth Advisors Scottsdale, Arizona	$1.02M	+$64.6K	9	0.87%	Increased
6553	JWM JHP Wealth Management Centennial, Colorado	$1.02M	-$55K	1	0.84%	Reduced
6554	HHWM Hiley Hunt Wealth Management Omaha, Nebraska	$1.02M	+$33.6K	1	0.4%	Increased
6555	LG LAM Group Lake Oswego, Oregon	$1.01M	+$558K	3	0.5%	Increased
6556	GSEP Golden State Equity Partners South Coast Metro, California	$1.01M	-$72.3M	11	2.73%	Reduced
6557	RWM Ruedi Wealth Management Champaign, Illinois	$1.01M	-$27.5K	2	0.24%	Reduced
6558	RRMM Regatta Research & Money Management Metairie, Louisiana	$1.01M	+$1.03M	7	0.96%	New
6559	DIG Dauntless Investment Group Etna, New Hampshire	$1.01M	+$1.01M	1	0.8%	New
6560	EFG Ehrlich Financial Group Laguna Niguel, California	$1.01M	-$64.6K	2	0.52%	Reduced
6561	EA Ergawealth Advisors Oak Brook, Illinois	$1.01M	-$6.07K	2	0.39%	Reduced
6562	TFP Triune Financial Partners Overland Park, Kansas	$1.01M	+$49.6K	2	0.21%	Increased
6563	CCM Charter Capital Management Brookfield, Wisconsin	$1.01M	-$219K	1	0.45%	Reduced
6564	GWM Global Wealth Management Kingston, New Jersey	$1.01M	+$1.62K	2	0.51%	Increased
6565	GWA Gutierrez Wealth Advisory Little Rock, Arkansas	$1.01M	-$34.1K	3	0.58%	Reduced
6566	KP Kitching Partners Conshohocken, Pennsylvania	$1M	+$382K	2	0.86%	Increased
6567	TWA Trellis Wealth Advisors San Luis Obispo, California	$1M	+$405	2	0.34%	Increased
6568	GHA Good Harbor Advisors Gloucester, Massachusetts	$1M	-$68.4K	1	0.98%	Reduced
6569	HNH Hopwood Nicholas Hunter	$1M	+$66K	1	0.28%	Increased
6570	RIAS Rachor Investment Advisory Services Linden, Michigan	$1M	-$70.7K	10	0.49%	Reduced
6571	EP Elkhorn Partners Omaha, Nebraska	$998K	+$453K	4	0.86%	Increased
6572	MWM MY Wealth Management Germantown, Maryland	$997K	-$360K	1	0.7%	Reduced
6573	DM Delphi Management Brookline, Massachusetts	$996K	+$82.9K	1	0.97%	Increased
6574	JWM JDH Wealth Management Santa Rosa, California	$996K	-$140K	2	0.61%	Reduced
6575	MI Moneywise Inc Forest, Virginia	$996K	+$4.05K	1	0.37%	Increased