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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
6876	KFI Kachkovsky & Fisher Inc San Diego, California	$496K	+$538K	1	0.48%	New
6877	CW Cornerstone Wealth Greeneville, Tennessee	$490K	-$14.6K	1	0.25%	Reduced
6878	CS Cisco Systems San Jose, California	$489K	+$392K	1	0.12%	New
6879	FPWM Five Pine Wealth Management Coeur D Alene, Idaho	$489K	-$47.3K	2	0.28%	Reduced
6880	ACA Adirondack Capital Advisors Syracuse, New York	$489K	-$25.4K	2	0.26%	Reduced
6881	JFG JDM Financial Group Austin, Texas	$486K	+$45.9K	5	0.17%	Increased
6882	SMAM Sugar Maple Asset Management Sister Bay, Wisconsin	$485K	+$40.5K	1	0.31%	Increased
6883	VFG Valley Financial Group Ambler, Pennsylvania	$483K	-$271K	1	0.24%	Reduced
6884	MFG MTM Financial Group Bethlehem, Pennsylvania	$481K	-$34K	1	0.21%	Reduced
6885	RWA Resolute Wealth Advisor Findlay, Ohio	$478K	$0	1	0.27%	Maintained
6886	PWM Pacific Wealth Management San Diego, California	$478K	-$100K	1	0.21%	Reduced
6887	SIMC Squire Investment Management Company Orem, Utah	$477K	+$180K	1	0.11%	Increased
6888	NI NFC Investments Memphis, Tennessee	$476K	+$16.6K	1	0.12%	Increased
6889	GFG Grantvest Financial Group Matawan, New Jersey	$473K	+$84.6K	2	0.27%	Increased
6890	OFP OLIO Financial Planning Mclean, Virginia	$472K	-$25.1K	2	0.12%	Reduced
6891	SF Steffes Financial Overland Park, Kansas	$471K	+$55K	1	0.2%	Increased
6892	CAM Capital Asset Management Denver, Colorado	$470K	-$559K	1	1.06%	Reduced
6893	CF Crosspoint Financial Tustin, California	$469K	+$1.21K	1	1.07%	Increased
6894	LTL Lowery Thomas LLC Pebble Beach, California	$467K	+$809	1	0.23%	Increased
6895	BWMG Bannerman Wealth Management Group Lewisville, Texas	$464K	+$77.3K	1	0.27%	Increased
6896	TWM TopTier Wealth Management Muskego, Wisconsin	$464K	-$613K	1	0.28%	Reduced
6897	BJB Broadhurst Jeffrey B	$462K	-$4.23K	1	0.98%	Reduced
6898	TM Torren Management San Diego, California	$460K	-$65.1K	39	0.23%	Reduced
6899	OAP One Advisory Partners Overland Park, Kansas	$460K	-$47.7K	1	0.13%	Reduced
6900	V Viaable Wayne, Pennsylvania	$456K	+$487K	2	0.38%	New