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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
6951	FFW Fusion Family Wealth Woodbury, New York	$385K	$0	1	0.03%	Maintained
6952	KFS Kirkwood Financial Services San Antonio, Texas	$382K	-$405	1	0.11%	Reduced
6953	MAM McCarthy Asset Management Redwood Shores, California	$380K	+$412K	1	0.18%	New
6954	FFG Fortune Financial Group Naples, Florida	$380K	+$412K	1	0.3%	New
6955	PWG Private Wealth Group Tampa, Florida	$377K	$0	1	0.15%	Maintained
6956	DWM DWR Wealth Management San Jose, California	$375K	-$45.3K	1	0.28%	Reduced
6957	AFS Axiom Financial Strategies New Albany, Indiana	$375K	+$5.66K	1	0.12%	Increased
6958	ACA AllStreet Capital Advisors Los Angeles, California	$374K	$0	1	0.24%	Maintained
6959	BWA Bestgate Wealth Advisors Frederick, Maryland	$374K	-$244K	1	0.6%	Reduced
6960	YAL Your Advocates Ltd Houston, Texas	$373K	+$11.5K	8	0.11%	Increased
6961	PVI Pura Vida Investments New York	$373K	+$4.05K	1	1.01%	Increased
6962	TWCA Two West Capital Advisors Overland Park, Kansas	$373K	-$57.9K	1	0.19%	Reduced
6963	UA URS Advisory Jupiter, Florida	$372K	+$2.02K	1	0.21%	Increased
6964	SWP SIMA Wealth Partners North Chesterfield, Virginia	$371K	$0	3	0.26%	Maintained
6965	FAC Financial Advisory Corporation Grand Rapids, Michigan	$368K	+$28.7K	1	0.05%	Increased
6966	SJGA Stephen J. Garry & Associates Garden City, New York	$366K	+$6.07K	1	0.27%	Increased
6967	AWMG ADG Wealth Management Group Metairie, Louisiana	$365K	+$54.6K	1	0.23%	Increased
6968	XAU XP Advisory US Miami, Florida	$365K	+$391K	2	0.2%	New
6969	NVCHI New Vernon Capital Holdings II Morristown, New Jersey	$362K	-$181K	3	0.2%	Reduced
6970	SCM SVB Capital Management Menlo Park, California	$362K	$0	1	4.89%	Maintained
6971	AFTS American Financial & Tax Strategies New York	$361K	$0	1	0.16%	Maintained
6972	AC Attessa Capital Tucson, Arizona	$361K	+$171K	1	0.16%	Increased
6973	AAM Ameraudi Asset Management New York	$361K	+$7.28K	1	0.16%	Increased
6974	AFS AFG Fiduciary Services Hingham, Massachusetts	$359K	-$303K	1	0.28%	Reduced
6975	DAM Davis Asset Management Sausalito, California	$358K	$0	1	0.01%	Maintained