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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
6976	SPW Surience Private Wealth Yakima, Washington	$357K	-$2.61M	1	0.31%	Reduced
6977	TPW TOP Private Wealth Glastonbury, Connecticut	$356K	+$381K	4	0.34%	New
6978	LC Luminist Capital Grand Rapids, Michigan	$356K	+$146K	7	0.4%	Increased
6979	SPIA Strategic Point Investment Advisors Providence, Rhode Island	$356K	+$30.3K	1	0.05%	Increased
6980	HCM Heights Capital Management San Francisco, California	$354K	-$28.6K	1	0.08%	Reduced
6981	FCU Financial Concepts Unlimited Centreville, Maine	$351K	-$51K	1	0.28%	Reduced
6982	VPW Vericrest Private Wealth Newtown, Pennsylvania	$347K	-$1.46M	1	0.31%	Reduced
6983	KWM KRM Wealth Management Reno, Nevada	$346K	+$2.02K	1	0.15%	Increased
6984	TWP TFO Wealth Partners Maumee, Ohio	$346K	-$22.7K	1	0.04%	Reduced
6985	BC Barnett & Company Chattanooga, Tennessee	$345K	-$809	1	0.26%	Reduced
6986	Carlyle Group Washington, District of Columbia	$344K	$0	1	0%	Maintained
6987	ACM Appalachian Capital Management St Clairsville, Ohio	$343K	+$1.21K	1	0.25%	Increased
6988	BHWM Beacon Hill Wealth Management Victoria,	$343K	+$372K	1	0.24%	New
6989	SWA Safir Wealth Advisors Greenland, New Hampshire	$343K	+$97.1K	1	0.22%	Increased
6990	TP Trailhead Planners Edina, Minnesota	$343K	-$42.1K	1	0.33%	Reduced
6991	TCFP Treasure Coast Financial Planning Vero Beach, Florida	$342K	$0	1	0.17%	Maintained
6992	LAMC Longview Asset Management (California) San Rafael, California	$341K	-$31.2K	2	0.17%	Reduced
6993	PWP PrairieView Wealth Partners Orland Park, Illinois	$339K	+$3.64K	1	0.25%	Increased
6994	NA Networth Advisors Canonsburg, Pennsylvania	$339K	-$316K	10	0.2%	Reduced
6995	SCS Southern Capital Services Daphne, Alabama	$338K	$0	1	0.19%	Maintained
6996	GCM Graver Capital Management Columbus, Ohio	$332K	-$11.3K	1	0.24%	Reduced
6997	MWML M Wealth Management LLC San Diego, California	$331K	$0	1	0.26%	Maintained
6998	OFG Omega Financial Group Santa Barbara, California	$330K	-$121K	1	0.1%	Reduced
6999	ACM ACT Capital Management Wayne, Pennsylvania	$326K	-$214K	1	0.21%	Reduced
7000	FWA Fidelis Wealth Advisors Castle Rock, Colorado	$325K	+$290K	1	0.49%	New