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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
6751	SHWM Smith & Howard Wealth Management Atlanta, Georgia	$687K	-$1.62K	1	0.14%	Reduced
6752	HFA Highland Financial Advisors Wayne, New Jersey	$686K	+$58.7K	1	0.15%	Increased
6753	OP Oath Planning Tulsa, Oklahoma	$686K	+$9.57K	1	0.51%	Increased
6754	EAM Eschler Asset Management London, United Kingdom	$685K	$0	1	1.22%	Maintained
6755	TFO Timonier Family Office Winston Salem, North Carolina	$684K	+$742K	1	0.19%	New
6756	RC Rareview Capital Las Vegas, Nevada	$683K	$0	2	0.38%	Maintained
6757	CFGF Compass Financial Group (Florida) Deerfield Beach, Florida	$683K	+$22.3K	1	0.29%	Increased
6758	LPP Life Planning Partners Jacksonville, Florida	$682K	+$501K	2	0.51%	Increased
6759	ASG Ariston Services Group San Diego, California	$682K	+$732K	2	0.38%	New
6760	SA Sunesis Advisors Overland Park, Kansas	$680K	-$152K	2	0.28%	Reduced
6761	JSA Jim Saulnier & Associates Fort Collins, Colorado	$676K	-$27.5K	1	0.27%	Reduced
6762	AI Auour Investments Woburn, Massachusetts	$674K	+$3.64K	1	0.19%	Increased
6763	WCL Wealth Care LLC Merritt Island, Florida	$673K	+$1.21K	1	0.55%	Increased
6764	AIM Archer Investment Management Austin, Texas	$672K	+$434K	2	0.23%	Increased
6765	WW Wright Wealth Atlanta, Georgia	$671K	-$8.92K	2	0.4%	Reduced
6766	PPP Prism Planning Partners Libertyville, Illinois	$669K	-$26K	1	0.71%	Reduced
6767	SWM SpringVest Wealth Management Dallas, Texas	$668K	-$2.43K	1	0.42%	Reduced
6768	STFP Signal Tree Financial Partners Copley, Ohio	$668K	+$256K	2	0.44%	Increased
6769	AC Avant Capital Lafayette, Louisiana	$666K	+$50.6K	1	0.42%	Increased
6770	SWM Shakespeare Wealth Management Pewaukee, Wisconsin	$664K	-$762K	2	0.18%	Reduced
6771	SLWM Stone Loft Wealth Management West Chester, Pennsylvania	$663K	+$405	1	0.38%	Increased
6772	DFC DBK Financial Counsel Cuyahoga Falls, Ohio	$663K	-$6.88K	1	0.56%	Reduced
6773	RYA Richard Young Associates Augusta, Georgia	$662K	-$19K	1	0.44%	Reduced
6774	BOC Bull Oak Capital San Diego, California	$662K	-$471K	1	0.22%	Reduced
6775	SA SoundView Advisors Olympia, Washington	$657K	+$187K	2	0.21%	Increased