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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
6851	CC Capstone Capital Henderson, Nevada	$539K	-$2.02K	1	0.31%	Reduced
6852	EFP EnRich Financial Partners Madison, Wisconsin	$536K	-$39.7K	1	0.13%	Reduced
6853	CWM Core Wealth Management Jupiter, Florida	$534K	-$38K	1	0.15%	Reduced
6854	DFG Dynamic Financial Group Cedar Falls, Iowa	$529K	+$15K	1	0.4%	Increased
6855	PFO Pioneer Family Office North Miami Beach, Florida	$528K	+$65.8K	5	0.27%	Increased
6856	WHAM Windmill Hill Asset Management Waddesdon, United Kingdom	$525K	-$756K	1	0.12%	Reduced
6857	TPWM Torrey-Payne Wealth Management Pasadena, California	$524K	+$14.2K	1	0.43%	Increased
6858	YAIA Yanni & Associates Investment Advisors Wexford, Pennsylvania	$524K	-$12.3K	1	0.48%	Reduced
6859	TF Theory Financial Fort Collins, Colorado	$523K	-$80.1K	2	0.16%	Reduced
6860	DFG DiPaolo Financial Group Lutz, Florida	$523K	+$15K	1	0.34%	Increased
6861	DWA Delta Wealth Advisors Indianapolis, Indiana	$521K	+$40.5K	1	0.37%	Increased
6862	CGA Compound Global Advisors Mercer Island, Washington	$520K	+$26.2K	3	12.84%	Increased
6863	GWA Genesis Wealth Advisors Braintree, Massachusetts	$517K	$0	1	0.31%	Maintained
6864	BFP Briaud Financial Planning College Station, Texas	$517K	$0	1	0.14%	Maintained
6865	MAM Mark Asset Management New York	$516K	-$10.6M	1	0.03%	Reduced
6866	MC McMorgan & Co San Francisco, California	$516K	-$227K	3	0.08%	Reduced
6867	FI Fractal Investments Glastonbury, Connecticut	$513K	$0	1	0.06%	Maintained
6868	CFG Cornerstone Financial Group Omaha, Nebraska	$512K	-$17.8K	1	0.32%	Reduced
6869	TPW Tiller Private Wealth Bethlehem, Pennsylvania	$511K	-$30.3K	1	0.16%	Reduced
6870	SWR Spahn Wealth & Retirement Scottsdale, Arizona	$509K	-$3.87M	1	0.33%	Reduced
6871	RWM Rolek Wealth Management Berwyn, Pennsylvania	$507K	-$102K	1	0.28%	Reduced
6872	CC Climber Capital Nyon, Switzerland	$506K	-$579K	1	0.31%	Reduced
6873	SA Spectrum Advisors Plano, Texas	$501K	-$4.05K	1	0.35%	Reduced
6874	BWL Beacon Wealthcare LLC Raleigh, North Carolina	$499K	+$3.64K	1	0.16%	Increased
6875	SF Seek First Campbell, California	$497K	+$4.05K	1	0.31%	Increased