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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
2551	BEC Blue Edge Capital Richmond, Virginia	$866K	$0	1	0.6%	Maintained
2552	CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota	$859K	$0	1	0.19%	Maintained
2553	DAM Deltec Asset Management New York	$858K	$0	1	0.19%	Maintained
2554	HF Hoxton Financial Shepherdstown, West Virginia	$851K	-$1.3M	6	0.36%	Reduced
2555	SMG Spectrum Management Group Indianapolis, Indiana	$830K	+$50.7K	3	0.58%	Increased
2556	CAM Cypress Asset Management Houston, Texas	$822K	-$92.1K	1	0.15%	Reduced
2557	LA Libra Advisors New York	$816K	-$7.52M	1	1.66%	Reduced
2558	New York Life Investment Management New York	$790K	$0	4	0.17%	Maintained
2559	FNBOH First National Bank of Hutchinson Hutchinson, Kansas	$789K	+$49.1K	2	0.49%	Increased
2560	BGA Belmont Global Advisors Dallas, Texas	$786K	+$715K	2	0.66%	New
2561	Annex Advisory Services Brookfield, Wisconsin	$785K	+$210K	2	0.29%	Increased
2562	LWA Lenox Wealth Advisors New York	$767K	+$78.2K	5	0.45%	Increased
2563	Merriman Wealth Management Seattle, Washington	$767K	+$731K	1	0.79%	New
2564	FWP FAS Wealth Partners Leawood, Kansas	$766K	+$9.79K	2	0.52%	Increased
2565	GI Glovista Investments Jersey City, New Jersey	$750K	$0	1	0.13%	Maintained
2566	SHWM Smith & Howard Wealth Management Atlanta, Georgia	$750K	-$235K	1	0.42%	Reduced
2567	BWP BSW Wealth Partners Boulder, Colorado	$747K	-$4.93K	1	0.6%	Reduced
2568	CFG CKW Financial Group Honolulu, Hawaii	$746K	+$39K	14	0.35%	Increased
2569	WCM Investment Management Laguna Beach, California	$733K	+$14.2K	2	0.03%	Increased
2570	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$715K	-$232K	1	0.12%	Reduced
2571	PGH Partners Group Holding Baar-Zug, Switzerland	$708K	-$935K	1	0.17%	Reduced
2572	UBV United Bank (Virginia) Vienna, Virginia	$705K	+$6.12K	1	6.16%	Increased
2573	KFA Kays Financial Advisory Atlanta, Georgia	$696K	-$105K	1	0.5%	Reduced
2574	EP Elkhorn Partners Omaha, Nebraska	$694K	-$343K	2	0.44%	Reduced
2575	TAM Thornmark Asset Management Toronto, Ontario, Canada	$690K	-$74.6K	1	1.87%	Reduced