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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
7051	SA SL Advisors Westfield, New Jersey	$266K	-$20.5K	1	0.46%	Reduced
7052	DFS Demming Financial Services Aurora, Ohio	$266K	+$5.26K	1	0.17%	Increased
7053	AC Applied Capital Little Rock, Arkansas	$265K	+$10.1K	1	0.09%	Increased
7054	AAM American Asset Management Boca Raton, Florida	$263K	+$285K	1	0.21%	New
7055	KFSN Keystone Financial Services (Nebraska) Omaha, Nebraska	$263K	-$19.8K	1	0.16%	Reduced
7056	MAV Mason & Associates (Virginia) Newport News, Virginia	$262K	$0	1	0.05%	Maintained
7057	EI eCIO Inc Madison, Wisconsin	$262K	+$6.88K	1	0.07%	Increased
7058	LEFP Leading Edge Financial Planning Knoxville, Tennessee	$260K	-$12K	1	0.05%	Reduced
7059	BFA Ballast Financial Advisors West Chester, Pennsylvania	$259K	+$22.3K	1	0.23%	Increased
7060	RIG Ramiah Investment Group Brookfield, Wisconsin	$259K	-$2.93M	1	0.2%	Reduced
7061	PWA Perspective Wealth Advisors Loveland, Colorado	$257K	+$19.8K	1	0.14%	Increased
7062	PSIWM Paradigm Strategies in Wealth Management Maple Grove, Minnesota	$255K	+$3.24K	1	0.16%	Increased
7063	FD Financial Designs Claremont, California	$255K	$0	1	0.14%	Maintained
7064	AI Atomic Invest New York	$254K	-$6.83K	11	0.02%	Reduced
7065	SA SFI Advisors Montclair, New Jersey	$253K	+$313K	1	0.22%	New
7066	SWM Stapp Wealth Management Olympia, Washington	$252K	$0	1	0.33%	Maintained
7067	MWP Momentum Wealth Planning Estero, Florida	$252K	-$96.6K	1	0.18%	Reduced
7068	PGWA Plus Group Wealth Advisors Belgium, Wisconsin	$251K	-$9.71K	1	0.24%	Reduced
7069	RF RetireMitten Financial Milford, Michigan	$250K	+$24.3K	1	0.11%	Increased
7070	YWM Yardley Wealth Management Yardley, Pennsylvania	$249K	+$405	1	0.11%	Increased
7071	JCM J2 Capital Management Troy, Michigan	$248K	+$809	1	0.17%	Increased
7072	FPW Flagship Private Wealth Woburn, Massachusetts	$247K	+$405	1	0.09%	Increased
7073	FWM FSR Wealth Management Elmhurst, Illinois	$246K	+$267K	1	0.28%	New
7074	CFG CSP Financial Group Scottsdale, Arizona	$245K	+$266K	1	0.21%	New
7075	SWM Schwallier Wealth Management Grand Rapids, Michigan	$241K	-$12.5K	1	0.15%	Reduced