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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
6826	CMMS Comprehensive Money Management Services Coral Gables, Florida	$583K	-$19K	1	0.37%	Reduced
6827	GWM Grand Wealth Management Grand Rapids, Michigan	$581K	-$134K	1	0.24%	Reduced
6828	AFP ATLas Financial Planning Alpharetta, Georgia	$577K	-$115K	1	0.47%	Reduced
6829	BWM Buska Wealth Management Wausau, Wisconsin	$577K	+$330K	2	0.21%	Increased
6830	BRF B. Riley Financial Los Angeles, California	$576K	+$517K	2	0.13%	New
6831	FAM Flaharty Asset Management Clearwater, Florida	$576K	-$4.71M	1	0.82%	Reduced
6832	QC Quantedge Capital Singapore	$569K	+$652K	1	0.43%	New
6833	MA Minerva Advisors Bala Cynwyd, Pennsylvania	$569K	$0	1	0.36%	Maintained
6834	GWM Greenhouse Wealth Management Westport, Connecticut	$568K	-$1.26M	2	0.4%	Reduced
6835	GSC Ground Swell Capital Folly Beach, South Carolina	$568K	+$496K	3	0.61%	Increased
6836	OA Oceanside Advisors Mount Pleasant, South Carolina	$567K	$0	1	0.29%	Maintained
6837	CWM Collaborative Wealth Management Lake Mary, Florida	$566K	+$13.8K	1	0.24%	Increased
6838	DeepCurrents Investment Group New York	$566K	+$468K	1	0.02%	New
6839	SRB Shotwell Rutter Baer Lansing, Michigan	$563K	$0	1	0.31%	Maintained
6840	SFA Spectrum Financial Alliance Nicholasville, Kentucky	$563K	-$35.6K	2	0.08%	Reduced
6841	DSC Daytona Street Capital Saint Louis, Missouri	$558K	+$174K	3	0.41%	Increased
6842	PFA Portland Financial Advisors Port Washington, New York	$554K	$0	1	1.01%	Maintained
6843	WF Williams Financial North Bennington, Vermont	$554K	-$36.4K	2	0.29%	Reduced
6844	MFWM Motley Fool Wealth Management Alexandria, Virginia	$553K	-$103M	2	8.4%	Reduced
6845	FF Fortitude Financial Spokane, Washington	$552K	-$33.2K	1	0.5%	Reduced
6846	GCWM Graham Capital Wealth Management Washington D.c., District of Columbia	$552K	$0	1	0.43%	Maintained
6847	JAA Joel Adams & Associates Asheville, North Carolina	$550K	$0	1	0.35%	Maintained
6848	TCTWM Three Cord True Wealth Management Beaver, Pennsylvania	$548K	+$46.9K	1	0.26%	Increased
6849	RWM Refined Wealth Management Salt Lake City, Utah	$546K	+$233K	2	0.33%	Increased
6850	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$544K	-$521K	4	0.45%	Reduced