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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
6651	MW Merited Wealth North Bay Village, Florida	$872K	-$20.6K	1	0.62%	Reduced
6652	AIS American Investment Services Great Barrington, Massachusetts	$871K	-$565K	2	0.18%	Reduced
6653	PWM Puff Wealth Management Haddonfield, New Jersey	$870K	+$944K	1	0.89%	New
6654	TCM TABR Capital Management Orange, California	$869K	+$254K	2	0.74%	Increased
6655	HIA HFM Investment Advisors Glassboro, New Jersey	$868K	+$86.1K	59	0.3%	Increased
6656	FOR Family Office Research Bethesda, Maryland	$864K	+$98.5K	2	0.32%	Increased
6657	COFSG Carbahal Olsen Financial Services Group Davis, California	$863K	+$173K	2	0.6%	Increased
6658	TPCM Templeton & Phillips Capital Management Lookout Mountain, Tennessee	$863K	-$1.7M	1	0.63%	Reduced
6659	PIA Polaris Investment Advisors Framingham, Massachusetts	$857K	$0	2	0.55%	Maintained
6660	MWM McMill Wealth Management Norfolk, Nebraska	$856K	-$116K	1	0.21%	Reduced
6661	LWM Lifetime Wealth Management Rockwall, Texas	$855K	-$89.1K	2	0.5%	Reduced
6662	EWM Echo Wealth Management Plymouth, Minnesota	$852K	+$56.6K	1	0.43%	Increased
6663	CPCP Cedar Point Capital Partners Cedar Rapids, Iowa	$850K	+$12.5K	1	0.49%	Increased
6664	ACA Abdiel Capital Advisors New York	$846K	$0	1	1.63%	Maintained
6665	SC Schiavi & Co Wilmington, Delaware	$845K	+$29.9K	2	0.22%	Increased
6666	XFP Xena Financial Planning Portland, Oregon	$845K	-$66.8K	2	0.81%	Reduced
6667	JESC J.E. Simmons & Co Dallas, Texas	$844K	+$18.8K	2	0.48%	Increased
6668	NPI New Perspectives Inc Ridgeland, Mississippi	$840K	$0	2	0.26%	Maintained
6669	LFA Level Financial Advisors East Amherst, New York	$836K	$0	1	0.19%	Maintained
6670	BLWM Bucket List Wealth Management The Villages, Florida	$836K	+$88.3K	2	0.41%	Increased
6671	TWC Tencap Wealth Coaching South Jordan, Utah	$832K	+$902K	1	0.26%	New
6672	SC Soundwatch Capital Rowayton, Connecticut	$831K	-$34.4K	1	0.09%	Reduced
6673	LFG Lockerman Financial Group Newport Beach, California	$830K	+$12.8K	2	1.27%	Increased
6674	OWA OakTrust Wealth Advisors Wilton, Connecticut	$828K	-$7.99K	2	0.71%	Reduced
6675	BAM BTS Asset Management Lincoln, Massachusetts	$828K	+$277K	2	1.75%	Increased