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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
6576	DF Downshift Financial Boulder, Colorado	$991K	+$561K	26	0.44%	Increased
6577	PWM PTM Wealth Management North Wales, United States	$988K	+$383K	1	0.44%	Increased
6578	PWM Praetorian Wealth Management Carmel, California	$986K	+$162K	2	0.17%	Increased
6579	DWM Dopkins Wealth Management Williamsville, New York	$985K	-$171K	1	0.36%	Reduced
6580	RWP Ridgeline Wealth Planning Centerville, Ohio	$984K	+$19.3K	2	0.62%	Increased
6581	HWMT Heritage Wealth Management (Texas) Houston, Texas	$984K	$0	2	0.38%	Maintained
6582	BAM Belleair Asset Management Belleair Bluffs, Florida	$982K	+$12.9K	1	0.83%	Increased
6583	G GuidedMoney Black Earth, Wisconsin	$982K	$0	1	0.45%	Maintained
6584	AAS Asset Allocation Strategies Farmington, Michigan	$980K	+$378K	2	0.15%	Increased
6585	OR Olympiad Research Stamford, Connecticut	$976K	-$959K	7	2.03%	Reduced
6586	Sageworth Trust Lancaster, Pennsylvania	$972K	-$7.34M	1	0.04%	Reduced
6587	EA Evergreen Advisors Chattanooga, Tennessee	$972K	-$107K	2	0.21%	Reduced
6588	SA Strategic Advocates Logan, Utah	$972K	-$154K	11	3.76%	Reduced
6589	UFF USA Financial Formulas Ada, Michigan	$971K	+$647K	8	0.18%	Increased
6590	GCM Glaxis Capital Management Sarasota, Florida	$970K	$0	1	1.95%	Maintained
6591	WA Walsh & Associates Sarasota, Florida	$968K	+$174K	6	0.79%	Increased
6592	CWR Chico Wealth RIA Chico, California	$967K	+$227K	1	0.5%	Increased
6593	BI Breachway Investments Charlestown, Rhode Island	$964K	-$404K	2	1.45%	Reduced
6594	CAM Cobblestone Asset Management Richmond, Virginia	$962K	-$70.8K	2	0.4%	Reduced
6595	B BetterWealth San Jose, California	$957K	-$49K	2	0.17%	Reduced
6596	CAP Columbia Advisory Partners Spokane, Washington	$955K	+$39.2K	1	0.53%	Increased
6597	SAM Sequent Asset Management Houston, Texas	$953K	-$127K	2	0.4%	Reduced
6598	MBAML Marble Bar Asset Management LLP London,	$952K	+$469K	2	0.66%	Increased
6599	LJCM Lee Johnson Capital Management Fort Worth, Texas	$947K	+$759K	3	0.3%	Increased
6600	BNMT Bawa N Mallick Trust Forest Hills, New York	$944K	$0	1	0.31%	Maintained