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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
7076	CWM Capital Wealth Management W. Warwick, Rhode Island	$241K	+$4.45K	1	0.06%	Increased
7077	LKWM Lee-Kelleher Wealth Management Fulton, Maryland	$239K	+$260K	1	0.13%	New
7078	MGWA Monument Group Wealth Advisors Concord, Massachusetts	$239K	+$399K	1	0.11%	Increased
7079	WHCFA William Howard & Co Financial Advisors Memphis, Tennessee	$239K	$0	1	0.19%	Maintained
7080	CFG Cassilly Financial Group Severna Park, Maryland	$239K	+$259K	1	0.17%	New
7081	SA swisspartners Advisors Zurich, Switzerland	$239K	$0	1	0.16%	Maintained
7082	CF Carter Financial La Jolla, California	$236K	$0	1	0.18%	Maintained
7083	BWA BCU Wealth Advisors Vernon Hills, Illinois	$236K	-$31.6K	1	0.08%	Reduced
7084	IFA Interactive Financial Advisors New Lenox, Illinois	$235K	-$17.8K	1	0.14%	Reduced
7085	SWCM Sullivan Wood Capital Management Washington, District of Columbia	$234K	-$54.6K	1	0.32%	Reduced
7086	AFP Arnold Financial Planning Hiawatha, Iowa	$231K	+$251K	1	0.17%	New
7087	LCP Larch Capital Partners Miami, Florida	$231K	+$207K	1	0.03%	New
7088	DB Dravo Bay Rehoboth Beach, Delaware	$231K	-$23.9K	1	0.08%	Reduced
7089	LAA Liberty Atlantic Advisors Allen, Texas	$230K	+$18.6K	1	0.17%	Increased
7090	CWM Capstone Wealth Management Billings, Montana	$229K	+$240K	1	0.17%	New
7091	EFT Envision Financial Transparency Greensboro, North Carolina	$228K	-$143K	1	0.19%	Reduced
7092	RBC Rye Brook Capital Greenwich, Connecticut	$226K	+$2.02K	1	0.16%	Increased
7093	PA PharVision Advisers Boca Raton, Florida	$225K	-$433K	3	4.24%	Reduced
7094	SMCM Sky-Mountain Capital Management Ketchum, Idaho	$222K	$0	1	0.16%	Maintained
7095	MAS Madden Advisory Services Jacksonville, Florida	$220K	+$238K	1	0.08%	New
7096	CMP Courage Miller Partners Norfolk, Virginia	$218K	+$405	1	0.06%	Increased
7097	UI Unconventional Investor Portsmouth, New Hampshire	$218K	+$236K	1	0.09%	New
7098	MCM MidAtlantic Capital Management Richmond, Virginia	$215K	+$192K	1	0.13%	New
7099	ALS Andrew L. Share	$214K	$0	1	0.11%	Maintained
7100	CCM Cambridge Capital Management O'fallon, Illinois	$214K	-$15.4K	1	0.08%	Reduced