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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
6701	OG Odyssey Group Lancaster, Pennsylvania	$774K	+$834K	2	0.21%	New
6702	VP Verisail Partners Chamblee, Georgia	$774K	$0	1	0.29%	Maintained
6703	HPA High Probability Advisors Pittsford, New York	$771K	-$95.5K	1	0.08%	Reduced
6704	LCM LRT Capital Management Austin, Texas	$771K	-$2.06M	2	0.5%	Reduced
6705	HWA Hillcrest Wealth Advisors Hazlet, New Jersey	$769K	+$535K	2	0.28%	Increased
6706	KCM Key Capital Management Hendersonville, Tn 37075, Tennessee	$769K	+$86K	15	0.4%	Increased
6707	LDNAM Lepercq De Neuflize Asset Management New York	$768K	-$415K	1	0.49%	Reduced
6708	FF Farnam Financial Phoenix, Arizona	$768K	-$3.24K	1	0.56%	Reduced
6709	GPCM Guardsman Private Capital Management Sarasota, Florida	$767K	$0	2	0.54%	Maintained
6710	BWM Base Wealth Management Lakewood Ranch, Florida	$766K	+$202K	3	0.36%	Increased
6711	MIAS Mason Investment Advisory Services Reston, Virginia	$766K	-$260K	1	0.03%	Reduced
6712	HCRE Hoya Capital Real Estate Rowayton, Connecticut	$762K	$0	1	11.21%	Maintained
6713	PS Pinney & Scofield Cambridge, Massachusetts	$760K	-$972	5	0.37%	Reduced
6714	LW Lauer Wealth Valparaiso, Indiana	$758K	+$296K	2	0.46%	Increased
6715	FWP Family Wealth Partners Matthews, North Carolina	$755K	-$150K	2	0.23%	Reduced
6716	IWC Infinity Wealth Counsel Loveland, Ohio	$754K	-$62.8K	2	0.61%	Reduced
6717	SA SPG Advisors Kirkland, Washington	$753K	-$516K	1	13.56%	Reduced
6718	JWBC John W. Brooker & Co Oakland, California	$752K	+$319K	2	0.91%	Increased
6719	AWA Aquire Wealth Advisors South Jordan, Utah	$751K	+$351K	2	0.17%	Increased
6720	FPFC Financial Planning Fort Collins Fort Collins, Colorado	$749K	-$10.1K	1	0.57%	Reduced
6721	MAM Mullooly Asset Management Wall Township, New Jersey	$748K	$0	3	0.23%	Maintained
6722	VERPA Virginia Estate & Retirement Planning Advisors Glen Allen, Virginia	$747K	+$23K	13	0.9%	Increased
6723	AWP Axis Wealth Partners East Providence, Rhode Island	$746K	-$152K	1	0.36%	Reduced
6724	CWP Corepath Wealth Partners Scottsdale, Arizona	$741K	+$269K	2	0.46%	Increased
6725	JCA January Capital Advisors San Francisco, California	$731K	-$8.9K	1	0.61%	Reduced