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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	WW Winnow Wealth Waco, Texas	$411K	-$2.66M	4	0.31%	Reduced
6552	SFO Standard Family Office Sioux Falls, South Dakota	$410K	$0	2	0.48%	Maintained
6553	IAG Innovative Advisory Group Lexington, Massachusetts	$410K	+$49.1K	5	0.35%	Increased
6554	AIM Archer Investment Management Austin, Texas	$410K	+$81.6K	1	0.3%	Increased
6555	BMCM Black Maple Capital Management Milwaukee, Wisconsin	$406K	+$173K	1	0.18%	Increased
6556	JWBC John W. Brooker & Co Oakland, California	$401K	-$443K	1	0.94%	Reduced
6557	FPWM Five Pine Wealth Management Coeur D Alene, Idaho	$398K	-$13.5K	1	0.29%	Reduced
6558	FWP Family Wealth Partners Matthews, North Carolina	$397K	+$347K	1	0.16%	New
6559	TFP Traction Financial Partners Encampment, Wyoming	$397K	-$61.7K	1	0.27%	Reduced
6560	SF SageOak Financial Tulsa, Oklahoma	$396K	$0	1	0.32%	Maintained
6561	CAM CenterStar Asset Management Chicago, Illinois	$395K	-$1.15M	1	0.09%	Reduced
6562	RFP RCS Financial Planning Annapolis, Maryland	$392K	-$4.78K	1	0.2%	Reduced
6563	AF Amara Financial San Francisco, California	$391K	+$9.12K	1	0.34%	Increased
6564	PWG Private Wealth Group Tampa, Florida	$390K	$0	1	0.21%	Maintained
6565	AFS AFG Fiduciary Services Hingham, Massachusetts	$389K	-$7.82K	1	0.25%	Reduced
6566	BP BCK Partners Corning, New York	$386K	-$4.34K	1	0.23%	Reduced
6567	LIA Luken Investment Analytics Brentwood, Tennessee	$384K	$0	2	0.17%	Maintained
6568	SIMC Squire Investment Management Company Orem, Utah	$382K	+$48.6K	1	0.14%	Increased
6569	DCM Disciplina Capital Management Nashville, Tennessee	$381K	-$5.21K	5	0.05%	Reduced
6570	KAM Kraft Asset Management Nashville, Tennessee	$381K	-$103K	1	0.35%	Reduced
6571	SIAM Sterling Investment Advisors (Missouri) Bolivar, Missouri	$380K	-$102K	1	0.2%	Reduced
6572	SCM Stonepine Capital Management Bend, Oregon	$377K	+$393K	1	0.37%	New
6573	FW Fairway Wealth Independence, Ohio	$375K	-$86.4K	4	0.12%	Reduced
6574	GC Glenorchy Capital Boorolite, Australia	$375K	+$35K	1	0.06%	Increased
6575	CM Cornerstone Management Duluth, Georgia	$372K	+$65.1K	1	0.06%	Increased