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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	ES ETF Store Overland Park, Kansas	$256K	+$510	1	0.27%	Increased
6652	WFS Weitzel Financial Services Dubuque, Iowa	$253K	$0	1	0.1%	Maintained
6653	LFA Longview Financial Advisors Huntsville, Alabama	$253K	$0	1	0.18%	Maintained
6654	NL NKCFO LLC Geneva, Illinois	$252K	-$349K	2	0.08%	Reduced
6655	LFA Livelsberger Financial Advisory Ashland, Ohio	$249K	-$30.6K	1	9.27%	Reduced
6656	AFW Atlantic Family Wealth Coral Gables, Florida	$249K	+$10.2K	1	0.19%	Increased
6657	EAM Eschler Asset Management London, United Kingdom	$248K	+$244K	1	0.18%	New
6658	SAS Spurstone Advisory Services Higganum, Connecticut	$248K	-$157K	2	3.56%	Reduced
6659	FWM FSR Wealth Management Elmhurst, Illinois	$246K	+$28.6K	1	0.29%	Increased
6660	FF Friedenthal Financial Marlton, New Jersey	$246K	-$1.08M	6	0.13%	Reduced
6661	FWM FLP Wealth Management Bentonville, Arkansas	$245K	+$9.69K	1	0.69%	Increased
6662	SC Stephenson & Company San Clemente, California	$242K	$0	1	0.14%	Maintained
6663	LWMI Landmark Wealth Management (Illinois) Normal, Illinois	$240K	$0	1	0.09%	Maintained
6664	SFA Salus Financial Advisors Colorado Springs, Colorado	$239K	$0	1	0.15%	Maintained
6665	IC Innealta Capital Austin, Texas	$239K	+$252K	1	0.12%	New
6666	FA FC Advisory West Chester, Pennsylvania	$237K	-$12.8K	1	0.07%	Reduced
6667	AWM Avondale Wealth Management West Lake Hills, Texas	$236K	-$238K	1	0.13%	Reduced
6668	CI CAZ Investments Houston, Texas	$236K	$0	4	0.44%	Maintained
6669	RW Regimen Wealth Atlanta, Georgia	$235K	$0	1	0.07%	Maintained
6670	GCM Gator Capital Management Tampa, Florida	$230K	$0	1	0.06%	Maintained
6671	AIC Allodium Investment Consultants Minneapolis, Minnesota	$230K	-$120K	1	0.13%	Reduced
6672	MHB Midwest Heritage Bank West Des Moines, Iowa	$229K	$0	1	0.08%	Maintained
6673	LC LTG Capital Newton, Massachusetts	$227K	$0	1	0.18%	Maintained
6674	DEM Disciplined Equity Management Neptune Beach, Florida	$226K	+$3.57K	1	0.12%	Increased
6675	BCIM Bishop & Co Investment Management Erie, Pennsylvania	$226K	$0	1	0.08%	Maintained