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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	MAV Mason & Associates (Virginia) Newport News, Virginia	$410K	+$206K	2	0.12%	Increased
6577	TCFP Treasure Coast Financial Planning Vero Beach, Florida	$409K	$0	1	0.27%	Maintained
6578	KCMH Keywise Capital Management (HK) Hong Kong	$400K	-$383K	1	0.03%	Reduced
6579	SC Sykon Capital Harrison, New York	$398K	+$53.7K	1	0.14%	Increased
6580	KCM Kennicott Capital Management Corte Madera, California	$397K	$0	1	0.2%	Maintained
6581	AAA American Alpha Advisors New York	$395K	-$28.1K	1	0.35%	Reduced
6582	NOI Newton One Investments Newark, Delaware	$394K	+$140K	4	0.15%	Increased
6583	DK David Kennon Sarasota, Florida	$394K	$0	1	0.16%	Maintained
6584	PWP PrairieView Wealth Partners Orland Park, Illinois	$392K	-$34.1K	1	0.42%	Reduced
6585	APW Atlantic Private Wealth Chapel Hill, North Carolina	$391K	+$36.5K	5	0.29%	Increased
6586	FPW Flagship Private Wealth Woburn, Massachusetts	$386K	-$253K	1	0.19%	Reduced
6587	TCM Tuttle Capital Management Riverside, Connecticut	$384K	+$95.8K	1	1.97%	Increased
6588	JFG JDM Financial Group Austin, Texas	$381K	-$43.8K	13	0.2%	Reduced
6589	E EntreWealth Austin, Texas	$381K	+$385K	1	0.35%	New
6590	ICMP Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania	$379K	$0	1	0.3%	Maintained
6591	FWM FLP Wealth Management Bentonville, Arkansas	$374K	+$386K	15	0.96%	New
6592	MCM MidAtlantic Capital Management Richmond, Virginia	$372K	$0	8	0.27%	Maintained
6593	AC AIFG Consultants Halfmoon, New York	$372K	-$20.9K	1	0.61%	Reduced
6594	IA IFS Advisors Overland Park, Kansas	$371K	+$23.1K	6	0.29%	Increased
6595	AFA Alpha Financial Advisors Charlotte, North Carolina	$368K	+$852	1	0.17%	Increased
6596	PWM Parkworth Wealth Management Los Gatos, California	$366K	+$424K	70	0.3%	New
6597	FPWM Five Pine Wealth Management Coeur D Alene, Idaho	$365K	+$368K	1	0.31%	New
6598	PMIM Prudent Man Investment Management Louisville, Colorado	$364K	+$376K	4	0.2%	New
6599	CWA Cornerstone Wealth Advisors Edina, Minnesota	$359K	+$42.6K	1	0.1%	Increased
6600	BMCM Black Maple Capital Management Milwaukee, Wisconsin	$356K	+$146K	1	0.19%	Increased