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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
6676	LWP Laurel Wealth Planning Edina, Minnesota	$239K	$0	1	0.15%	Maintained
6677	SW Schulz Wealth Mansfield, Texas	$239K	+$16.6K	1	0.18%	Increased
6678	CCG Capital CS Group Irvine, California	$238K	-$944K	1	0.31%	Reduced
6679	TF Theory Financial Fort Collins, Colorado	$237K	$0	1	0.1%	Maintained
6680	WS Wela Strategies Atlanta, Georgia	$235K	+$174K	1	0.1%	Increased
6681	SCM Sebold Capital Management Lisle, Illinois	$234K	-$28.3K	1	0.16%	Reduced
6682	RW Regimen Wealth Atlanta, Georgia	$231K	-$9.41K	1	0.08%	Reduced
6683	AWM Avondale Wealth Management West Lake Hills, Texas	$230K	+$26.4K	5	0.15%	Increased
6684	MAG Mokosak Advisory Group Urbandale, Iowa	$228K	+$231K	1	0.07%	New
6685	CH CVS Health Woonsocket, Rhode Island	$228K	$0	1	0.1%	Maintained
6686	LPP Life Planning Partners Jacksonville, Florida	$228K	+$11.1K	1	0.21%	Increased
6687	MFN Midwest Financial Network Tinley Park, Illinois	$227K	+$230K	1	0.24%	New
6688	FF Friday Financial Dubuque, Iowa	$227K	+$230K	1	0.16%	New
6689	SIG North Trading Bala Cynwyd, Pennsylvania	$226K	-$121K	1	0.01%	Reduced
6690	KWM Kanen Wealth Management Coconut Creek, Florida	$224K	$0	1	0.08%	Maintained
6691	Belvedere Trading Chicago, Illinois	$223K	-$269K	3	0%	Reduced
6692	CIEP Constellation Investimentos e Participacoes Sao Paulo, Brazil	$222K	-$11.5K	1	0.21%	Reduced
6693	ES ETF Store Overland Park, Kansas	$220K	-$98.4K	1	0.27%	Reduced
6694	PSIWM Paradigm Strategies in Wealth Management Maple Grove, Minnesota	$218K	+$591	1	0.14%	Increased
6695	EA Evergreen Advisors Chattanooga, Tennessee	$218K	+$221K	1	0.06%	New
6696	LKWM Lee-Kelleher Wealth Management Fulton, Maryland	$217K	+$220K	1	0.15%	New
6697	WOCP White Oak Capital Partners Singapore	$216K	+$245K	1	0.12%	New
6698	STCOSD Sageworth Trust Company of South Dakota Sioux Falls, South Dakota	$214K	$0	1	0.27%	Maintained
6699	MADFP Michael A Dubis Financial Planning Middleton, Wisconsin	$213K	+$216K	1	0.21%	New
6700	WFS Weitzel Financial Services Dubuque, Iowa	$211K	$0	1	0.1%	Maintained