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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
2526	CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota	$804K	+$98.7K	1	0.2%	Increased
2527	ACM Artis Capital Management San Francisco, California	$793K	$0	1	0.6%	Maintained
2528	Sphera Funds Management Tel Aviv, Israel	$793K	+$702K	1	0.22%	New
2529	FC FCA Corp Houston, Texas	$789K	-$522K	2	0.46%	Reduced
2530	Kays Financial Advisory Atlanta, Georgia	$785K	+$755K	1	0.59%	New
2531	Deltec Asset Management New York	$783K	-$36.3K	1	0.19%	Reduced
2532	WCM Investment Management Laguna Beach, California	$761K	-$2.84K	2	0.03%	Reduced
2533	SMG Spectrum Management Group Indianapolis, Indiana	$760K	+$732K	2	0.55%	New
2534	IOOF Independent Order of Foresters Toronto, Ontario, Canada	$745K	$0	1	0.74%	Maintained
2535	BSW Wealth Partners Boulder, Colorado	$733K	+$4.83K	1	0.59%	Increased
2536	GI Glovista Investments Jersey City, New Jersey	$731K	+$442K	1	0.12%	Increased
2537	FFSOTS Fiduciary Financial Services of The Southwest Dallas, Texas	$729K	+$126K	3	0.23%	Increased
2538	FNBOH First National Bank of Hutchinson Hutchinson, Kansas	$724K	-$2.52K	2	0.48%	Reduced
2539	Motley Fool Asset Management Alexandria, Virginia	$724K	$0	1	0.18%	Maintained
2540	TAM Thornmark Asset Management Toronto, Ontario, Canada	$720K	$0	1	1.97%	Maintained
2541	PSC Piper Sandler & Co Minneapolis, Minnesota	$712K	+$722K	2	0.6%	New
2542	FAS Wealth Partners Leawood, Kansas	$710K	+$686K	2	0.42%	New
2543	Meeder Asset Management Dublin, Ohio	$683K	+$5.82K	3	0.12%	Increased
2544	SM Southport Management Wilson, Wyoming	$682K	-$680K	1	0.78%	Reduced
2545	VCAM Valentine Capital Asset Management Danville, California	$675K	-$87.4K	1	0.14%	Reduced
2546	HMS Hanseatic Management Services Albuquerque, New Mexico	$674K	-$1.96M	3	0.43%	Reduced
2547	QSS Quantitative Systematic Strategies Ponte Vedra Beach, Florida	$668K	+$632K	2	0.54%	New
2548	MPEM Marathon Partners Equity Management New York	$666K	+$685K	1	0.35%	New
2549	CKW Financial Group Honolulu, Hawaii	$664K	+$633K	11	0.35%	New
2550	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$656K	+$631K	1	0.05%	New