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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
6601	RW Ridgeline Wealth Mesa, Arizona	$357K	+$12.2K	1	0.26%	Increased
6602	MWML M Wealth Management LLC San Diego, California	$356K	$0	1	0.31%	Maintained
6603	PFA Portland Financial Advisors Port Washington, New York	$355K	+$6.63K	1	0.76%	Increased
6604	QHA Quarry Hill Advisors St Paul, Minnesota	$354K	+$33.7K	1	0.18%	Increased
6605	SWM Schwallier Wealth Management Grand Rapids, Michigan	$353K	+$7.65K	1	0.22%	Increased
6606	KFSN Keystone Financial Services (Nebraska) Omaha, Nebraska	$352K	+$5.61K	1	0.25%	Increased
6607	FIS Fischer Investment Strategies Westlake Village, California	$350K	+$3.57K	1	0.21%	Increased
6608	Apollo Management Holdings New York	$349K	+$299K	1	0%	Increased
6609	ULWM Upper Left Wealth Management Tampa, Florida	$345K	$0	1	0.22%	Maintained
6610	FAM Frontier Asset Management Sheridan, Wyoming	$342K	-$190K	1	0.09%	Reduced
6611	HF Holcombe Financial Atlanta, Georgia	$340K	$0	1	0.24%	Maintained
6612	SW Schulz Wealth Mansfield, Texas	$337K	+$51K	1	0.22%	Increased
6613	SHM Sagard Holdings Management Toronto, Ontario, Canada	$337K	$0	5	1.69%	Maintained
6614	HWM Horizons Wealth Management Asheville, North Carolina	$335K	-$6.12K	4	0.23%	Reduced
6615	SA swisspartners Advisors Zurich, Switzerland	$332K	$0	1	0.27%	Maintained
6616	IFPL Investments & Financial Planning LLC Lexington, Kentucky	$328K	$0	1	0.18%	Maintained
6617	GRR Golden Reserve Retirement Dublin, Ohio	$326K	-$4.02M	1	0.08%	Reduced
6618	NWM Navigoe Wealth Management Redondo Beach, California	$324K	+$142K	12	0.21%	Increased
6619	SFS Searcy Financial Services Overland Park, Kansas	$324K	$0	1	0.12%	Maintained
6620	DB Dravo Bay Rehoboth Beach, Delaware	$319K	$0	1	0.14%	Maintained
6621	AWA American Wealth Advisors Johns Creek, Georgia	$318K	+$311K	4	0.31%	New
6622	4FG 4Thought Financial Group Syosset, New York	$314K	$0	1	0.16%	Maintained
6623	RBC Rye Brook Capital Greenwich, Connecticut	$311K	$0	1	0.16%	Maintained
6624	OFG Orcam Financial Group Encinitas, California	$311K	+$86.7K	1	0.25%	Increased
6625	PCM Ping Capital Management New York	$311K	+$51K	1	0.11%	Increased