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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
6801	TWA Trace Wealth Advisors Los Angeles, California	$608K	$0	1	0.4%	Maintained
6802	LCM Lunt Capital Management Holladay, Utah	$607K	+$61.8K	1	0.22%	Increased
6803	APW Atlantic Private Wealth Chapel Hill, North Carolina	$607K	+$60.4K	6	0.37%	Increased
6804	KFG Kropog Financial Group Mandeville, Louisiana	$607K	+$270K	2	0.43%	Increased
6805	NLWP Next Level Wealth Planning Meridian, Idaho	$606K	+$25.5K	1	0.27%	Increased
6806	AWM Aureum Wealth Management North Palm Beach, Florida	$606K	-$150K	1	0.38%	Reduced
6807	BIS BG Investment Services Hagatna, Guam	$604K	-$466K	1	0.43%	Reduced
6808	OCM Objective Capital Management Pepper Pike, Ohio	$604K	-$52.2K	1	0.54%	Reduced
6809	PSAMP P. Schoenfeld Asset Management (PSAM) New York	$604K	$0	1	0.25%	Maintained
6810	GVCM Global View Capital Management Waukesha, Wisconsin	$603K	+$649K	2	0.12%	New
6811	FWM FMA Wealth Management Duxbury, Massachusetts	$603K	-$264K	2	0.39%	Reduced
6812	HA HC Advisors Sandy Springs, Georgia	$602K	-$5.26K	2	0.37%	Reduced
6813	MWA Merkkuri Wealth Advisors Hicksville, New York	$602K	+$45.7K	1	0.37%	Increased
6814	BFA Bluestem Financial Advisors Champaign, Illinois	$601K	-$10.9K	1	0.21%	Reduced
6815	BAM Banta Asset Management Newport Beach, California	$601K	+$115K	1	0.54%	Increased
6816	TFG Tull Financial Group Chesapeake, Virginia	$601K	-$19.8K	1	0.24%	Reduced
6817	Innovator Capital Management Wheaton, Illinois	$600K	-$189K	2	0.02%	Reduced
6818	SF Strategent Financial Harrisonburg, Virginia	$598K	-$19.8K	1	0.34%	Reduced
6819	FA Freestate Advisors Overland Park, Kansas	$596K	$0	1	0.45%	Maintained
6820	JRCM Jones Road Capital Management New York	$596K	-$6.94M	1	1.22%	Reduced
6821	TC Town Capital Bel Air, Maryland	$596K	+$183K	2	0.38%	Increased
6822	FPCG Forum Private Client Group Fishers, Indiana	$595K	+$15.4K	1	0.18%	Increased
6823	RCM Richardson Capital Management Menomonee Falls, Wisconsin	$594K	-$102K	8	0.25%	Reduced
6824	PWMG Pioneer Wealth Management Group Austin, Texas	$589K	+$21.3K	2	0.14%	Increased
6825	V ValueWorks New York	$586K	+$899K	1	0.12%	New