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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	PWG Private Wealth Group Tampa, Florida	$406K	$0	1	0.2%	Maintained
6577	AFS Anderson Financial Strategies Dayton, Ohio	$406K	$0	1	0.24%	Maintained
6578	BP BCK Partners Corning, New York	$401K	-$1.02K	1	0.22%	Reduced
6579	LC Luminist Capital Grand Rapids, Michigan	$400K	+$98.4K	5	0.35%	Increased
6580	FRM Foundation Resource Management Little Rock, Arkansas	$395K	$0	1	0.06%	Maintained
6581	SPWM Straight Path Wealth Management Jenison, Michigan	$390K	+$9.82M	1	0.11%	Increased
6582	EP Ehrenkranz Partners New York	$388K	+$383K	1	0.34%	New
6583	AAG Accordant Advisory Group Annapolis, Maryland	$386K	-$36.1K	3	0.26%	Reduced
6584	SWP SIMA Wealth Partners North Chesterfield, Virginia	$383K	+$10.4K	4	0.29%	Increased
6585	MAWAG Mid-American Wealth Advisory Group Kansas City, Missouri	$380K	-$759K	1	0.17%	Reduced
6586	EFP Envision Financial Planning Memphis, Tennessee	$377K	-$6.63K	1	0.16%	Reduced
6587	SIAS Summit Investment Advisory Services Roseville, Minnesota	$376K	+$6.12K	1	0.15%	Increased
6588	CM Cornerstone Management Duluth, Georgia	$376K	-$11.2K	1	0.06%	Reduced
6589	DCM Disciplina Capital Management Nashville, Tennessee	$374K	-$3	5	0.05%	Reduced
6590	CW Cooksen Wealth The Woodlands, Texas	$369K	+$52.2K	1	0.28%	Increased
6591	SWCM Sullivan Wood Capital Management Washington, District of Columbia	$366K	$0	1	0.54%	Maintained
6592	PWAC Private Wealth Advisors (California) Fresno, California	$365K	+$510	1	0.12%	Increased
6593	PMIM Prudent Man Investment Management Louisville, Colorado	$364K	$0	4	0.2%	Maintained
6594	SPW Surience Private Wealth Yakima, Washington	$364K	-$190K	1	0.33%	Reduced
6595	AWMM Aegis Wealth Management (Maryland) Bethesda, Maryland	$363K	-$118K	1	0.19%	Reduced
6596	AC Applied Capital Little Rock, Arkansas	$363K	-$5.1K	1	0.15%	Reduced
6597	S4W Solutions 4 Wealth Southlake, Texas	$360K	-$11.2K	1	0.56%	Reduced
6598	AIM Archer Investment Management Austin, Texas	$358K	-$67.3K	1	0.22%	Reduced
6599	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$358K	-$4.26M	1	0.08%	Reduced
6600	TIAAOA Teachers Insurance & Annuity Association of America New York	$357K	-$262K	5	0.43%	Reduced