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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	PHM Prospect Hill Management Short Hills, New Jersey	$316K	$0	1	0.14%	Maintained
6627	LA LPF Advisors Sarasota, Florida	$310K	$0	1	0.26%	Maintained
6628	BWM Buska Wealth Management Wausau, Wisconsin	$310K	+$52.8K	1	0.1%	Increased
6629	MFS McNamara Financial Services Marshfield, Massachusetts	$309K	-$435K	1	0.07%	Reduced
6630	OAP One Advisory Partners Overland Park, Kansas	$309K	$0	1	0.14%	Maintained
6631	EPW Endeavor Private Wealth Topeka, Kansas	$309K	+$295K	5	0.29%	New
6632	FRM Foundation Resource Management Little Rock, Arkansas	$308K	$0	1	0.05%	Maintained
6633	RW Ridgeline Wealth Mesa, Arizona	$307K	+$310K	1	0.25%	New
6634	HWA Hillcrest Wealth Advisors Hazlet, New Jersey	$307K	$0	1	0.15%	Maintained
6635	LIA Luken Investment Analytics Brentwood, Tennessee	$304K	+$83.4K	2	0.14%	Increased
6636	TC TradeLink Capital Chicago, Illinois	$300K	+$305K	1	2.96%	New
6637	SFA Spectrum Financial Alliance Nicholasville, Kentucky	$299K	$0	1	0.1%	Maintained
6638	CTA Camelot Technology Advisors San Francisco, California	$299K	-$11.8K	1	0.27%	Reduced
6639	AWA Aquire Wealth Advisors South Jordan, Utah	$299K	-$3.41K	1	0.09%	Reduced
6640	FIS Fischer Investment Strategies Westlake Village, California	$298K	+$21.7K	1	0.24%	Increased
6641	PFA Portland Financial Advisors Port Washington, New York	$291K	+$294K	1	0.78%	New
6642	EPM Elm Partners Management Philadelphia, Pennsylvania	$288K	+$90.3K	1	0.02%	Increased
6643	SWA Safir Wealth Advisors Greenland, New Hampshire	$287K	$0	1	0.22%	Maintained
6644	SWP SIMA Wealth Partners North Chesterfield, Virginia	$285K	-$3.56K	3	0.24%	Reduced
6645	HWM Horizons Wealth Management Asheville, North Carolina	$285K	$0	4	0.22%	Maintained
6646	ULWM Upper Left Wealth Management Tampa, Florida	$280K	$0	1	0.24%	Maintained
6647	SAS Spurstone Advisory Services Higganum, Connecticut	$278K	+$278K	3	5.3%	New
6648	DCM Disciplina Capital Management Nashville, Tennessee	$277K	$0	6	0.05%	Maintained
6649	AFO Aurelius Family Office Bedford, New Hampshire	$275K	+$278K	1	0.14%	New
6650	GIS Grayhawk Investment Strategies Calgary, Alberta, Canada	$273K	+$31.2K	5	0.52%	Increased