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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
6926	5SA 5th Street Advisors Southport, Connecticut	$414K	+$162K	1	0.16%	Increased
6927	CWM Consultiva Wealth Management San Juan, Puerto Rico	$414K	-$1.18K	9	0.93%	Reduced
6928	DFG DWM Financial Group Palatine, Illinois	$408K	+$341K	1	0.36%	New
6929	PMIM Prudent Man Investment Management Louisville, Colorado	$406K	$0	3	0.14%	Maintained
6930	RLWM RF&L Wealth Management Acton, Massachusetts	$406K	-$6.07K	1	0.27%	Reduced
6931	NPAN Northeast Planning Associates NH Bedford, New Hampshire	$404K	$0	1	0.3%	Maintained
6932	TAWM Three Arch Wealth Management Irvine, California	$402K	-$238K	1	0.06%	Reduced
6933	AAG Avalon Advisory Group Wexford, Pennsylvania	$401K	$0	1	0.15%	Maintained
6934	TFA TrustWell Financial Advisors Jacksonville, Florida	$400K	$0	1	0.34%	Maintained
6935	BWS BFI Wealth Solutions Dallas, Texas	$400K	+$2.02K	1	0.3%	Increased
6936	RPOA Advisors Plano, Texas	$400K	+$433K	1	0.01%	New
6937	SVWA Sarver Vrooman Wealth Advisors Kansas City, Missouri	$397K	-$9.06K	5	0.24%	Reduced
6938	WAT Wealth Advisory Team Bellevue, Kentucky	$395K	+$428K	1	0.32%	New
6939	DFG Delphi Financial Group Wilmington, Delaware	$395K	-$4M	1	0.2%	Reduced
6940	GG Gleason Group Prospect, Kentucky	$393K	+$165K	6	0.03%	Increased
6941	NOI Newton One Investments Newark, Delaware	$392K	+$1.44K	4	0.1%	Increased
6942	SWM Stonebridge Wealth Management Oak Brook, Illinois	$391K	-$2.02K	1	0.35%	Reduced
6943	TCM Teza Capital Management Chicago, Illinois	$388K	+$157K	1	0.75%	Increased
6944	LWMI Landmark Wealth Management (Illinois) Normal, Illinois	$387K	$0	1	0.13%	Maintained
6945	SG Strid Group Newtown Square, Pennsylvania	$387K	-$10.1K	1	0.04%	Reduced
6946	HAFS Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania	$386K	-$26.3K	1	0.12%	Reduced
6947	LIA Luken Investment Analytics Brentwood, Tennessee	$386K	$0	2	0.14%	Maintained
6948	PA Powerhouse Assets Lincoln, Massachusetts	$385K	-$32.4K	1	0.31%	Reduced
6949	TR Tepp RIA Westfield, New Jersey	$385K	-$20.6K	1	0.26%	Reduced
6950	SPWM Straight Path Wealth Management Jenison, Michigan	$385K	-$1.62K	1	0.09%	Reduced