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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	HWA Hillcrest Wealth Advisors Hazlet, New Jersey	$273K	$0	1	0.14%	Maintained
6577	NHFG New Harbor Financial Group Worcester, Massachusetts	$273K	-$1.02M	1	0.07%	Reduced
6578	AWA Aquire Wealth Advisors South Jordan, Utah	$273K	+$7.34K	1	0.08%	Increased
6579	RC Rareview Capital Las Vegas, Nevada	$272K	-$203K	1	0.17%	Reduced
6580	DB Dravo Bay Rehoboth Beach, Delaware	$271K	-$21.2K	1	0.14%	Reduced
6581	RWP Ridgeline Wealth Planning Centerville, Ohio	$270K	+$294K	1	0.27%	New
6582	S4W Solutions 4 Wealth Southlake, Texas	$269K	-$41.6K	1	0.48%	Reduced
6583	FIG FSA Investment Group Pensacola, Florida	$269K	+$292K	1	0.23%	New
6584	RW Ridgeline Wealth Mesa, Arizona	$268K	-$5.3K	1	0.23%	Reduced
6585	TFG Team Financial Group Temecula, California	$268K	+$291K	1	0.15%	New
6586	AC Applied Capital Little Rock, Arkansas	$268K	-$222K	1	0.13%	Reduced
6587	CCM Crabel Capital Management Los Angeles, California	$267K	-$581K	1	0.29%	Reduced
6588	TCM Towneley Capital Management Laguna Hills, California	$267K	-$806K	1	0.06%	Reduced
6589	SFA Spectrum Financial Alliance Nicholasville, Kentucky	$267K	$0	1	0.09%	Maintained
6590	BWM Buska Wealth Management Wausau, Wisconsin	$265K	-$11.8K	1	0.08%	Reduced
6591	LFA Longview Financial Advisors Huntsville, Alabama	$264K	$0	1	0.23%	Maintained
6592	PWAC Private Wealth Advisors (California) Fresno, California	$264K	-$218K	1	0.1%	Reduced
6593	FPW Flagship Private Wealth Woburn, Massachusetts	$263K	-$87.7K	1	0.13%	Reduced
6594	EFP Envision Financial Planning Memphis, Tennessee	$263K	+$25.3K	1	0.13%	Increased
6595	TVM True Vision MN Woodbury, Minnesota	$262K	-$990K	1	0.16%	Reduced
6596	TIAAOA Teachers Insurance & Annuity Association of America New York	$262K	$0	2	0.35%	Maintained
6597	AWM Avondale Wealth Management West Lake Hills, Texas	$261K	+$74.2K	5	0.16%	Increased
6598	SWM Stapp Wealth Management Olympia, Washington	$254K	-$222K	1	0.39%	Reduced
6599	HWM Horizons Wealth Management Asheville, North Carolina	$253K	$0	4	0.19%	Maintained
6600	RR Robotti Robert	$249K	+$245K	1	0.05%	New