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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
6626	SC Swan Capital Pensacola, Florida	$912K	-$51.7K	19	0.31%	Reduced
6627	MA Maxele Advisors Webster Groves, Missouri	$911K	+$1.03M	2	0.64%	New
6628	AWM Allen Wealth Management Boone, North Carolina	$909K	+$157K	1	0.44%	Increased
6629	WT WHI Trust Chicago, Illinois	$909K	$0	1	0.59%	Maintained
6630	DC Darrow Company Needham, Massachusetts	$906K	+$19.4K	1	0.35%	Increased
6631	PWM Parkshore Wealth Management Granite Bay, California	$906K	+$7.89K	2	0.26%	Increased
6632	BGWM Bridge Generations Wealth Management South Miami, Florida	$905K	-$98.7K	1	0.46%	Reduced
6633	EWP E-Wealth Partners Minnetonka, Minnesota	$900K	-$537K	2	0.65%	Reduced
6634	HCM Horrell Capital Management Little Rock, Arkansas	$898K	+$59.3K	2	0.41%	Increased
6635	LWA Ledgewood Wealth Advisors Exeter, New Hampshire	$898K	-$171K	2	0.48%	Reduced
6636	CCP Caden Capital Partners Santa Monica, California	$895K	+$68.8K	4	10.78%	Increased
6637	MAM Maytree Asset Management Hong Kong	$895K	+$949K	1	0.58%	New
6638	AFA Alpha Financial Advisors Charlotte, North Carolina	$892K	+$479K	5	0.23%	Increased
6639	RWM Riverchase Wealth Management Flower Mound, Texas	$887K	+$181K	2	0.41%	Increased
6640	VF Vawter Financial Columbus, Ohio	$886K	-$1.21K	3	0.33%	Reduced
6641	CPC Cadia Private Client Parsippany, New Jersey	$886K	-$246K	1	0.64%	Reduced
6642	TCM Tuttle Capital Management Riverside, Connecticut	$882K	-$3.84M	1	0.59%	Reduced
6643	TPW TL Private Wealth Southlake, Texas	$881K	+$181	2	0.32%	Increased
6644	EPP ETF Portfolio Partners Leawood, Kansas	$879K	$0	2	0.21%	Maintained
6645	AAS AdviceOne Advisory Services Glastonbury, Connecticut	$879K	+$73.2K	1	0.5%	Increased
6646	EF Elite Financial Lewiston, Idaho	$878K	-$77.7K	3	0.35%	Reduced
6647	CH CDKV Holdings Denver, Colorado	$876K	+$5.04K	8	0.68%	Increased
6648	SF Schaeffer Financial Rockville, Maryland	$875K	$0	1	0.68%	Maintained
6649	VFIC Valley Forge Investment Consultants Audubon, Pennsylvania	$873K	+$33.6K	2	0.22%	Increased
6650	GK Graney & King Latham, New York	$872K	+$2.83K	13	0.31%	Increased