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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	DWM Daner Wealth Management Alpharetta, Georgia	$210K	+$216K	1	0.15%	New
6702	PPW PACK Private Wealth Wayzata, Minnesota	$208K	$0	1	0.12%	Maintained
6703	WPWM Windward Private Wealth Management Overland Park, Kansas	$207K	-$213K	1	0.08%	Reduced
6704	LFA Livelsberger Financial Advisory Ashland, Ohio	$202K	-$26.8K	1	9.47%	Reduced
6705	KFSN Keystone Financial Services (Nebraska) Omaha, Nebraska	$202K	+$204K	1	0.19%	New
6706	SFG Sage Financial Group W. Conshohocken, Pennsylvania	$201K	-$4.26K	1	0.02%	Reduced
6707	DEM Disciplined Equity Management Neptune Beach, Florida	$181K	$0	1	0.12%	Maintained
6708	LC Luminist Capital Grand Rapids, Michigan	$180K	+$183K	2	0.31%	New
6709	SIP Sellwood Investment Partners Portland, Oregon	$171K	+$166K	3	0.09%	New
6710	CPO Cerity Partners OCIO New York	$166K	+$135K	1	0.01%	New
6711	NWM Navigoe Wealth Management Redondo Beach, California	$160K	+$163K	5	0.16%	New
6712	JCP JB Capital Partners Armonk, New York	$158K	$0	1	0.03%	Maintained
6713	BL Bleichroeder LP New York	$158K	$0	1	0.04%	Maintained
6714	PS PayPay Securities Tokyo, Japan	$152K	+$5.05K	21	6.59%	Increased
6715	BGWM Bridge Generations Wealth Management South Miami, Florida	$151K	+$161K	3	0.1%	New
6716	MG MilWealth Group Milwaukee, Wisconsin	$150K	+$35.9K	3	0.04%	Increased
6717	CF Collier Financial Denver, Colorado	$144K	+$125K	3	0.13%	New
6718	NVCHI New Vernon Capital Holdings II Morristown, New Jersey	$133K	+$134K	1	0.09%	New
6719	GG Gleason Group Prospect, Kentucky	$132K	+$223	3	0.02%	Increased
6720	FW Fairway Wealth Independence, Ohio	$127K	+$125K	6	0.06%	Increased
6721	JAIC Josh Arnold Investment Consultant Edina, Minnesota	$117K	-$5.29M	1	0.1%	Reduced
6722	C Cliffwater Marina Del Rey, California	$117K	+$112K	1	0.03%	New
6723	LFA Legend Financial Advisors Pittsburgh, Pennsylvania	$115K	$0	5	0.08%	Maintained
6724	RL RPO LLC Stamford, Connecticut	$114K	+$118K	2	0.1%	New
6725	ZRP Zynergy Retirement Planning Red Bank, New Jersey	$103K	$0	3	0.07%	Maintained