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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
2701	Mariner Independent Advisor Network Overland Park, Kansas	$977K	-$1.4M	2	0.55%	Reduced
2702	PBT Pictet Bank & Trust Nassau, Bahamas	$975K	-$676K	1	0.37%	Reduced
2703	KSA Ken Stern & Associates San Diego, California	$970K	-$1.7M	1	0.73%	Reduced
2704	CPR CSU Producer Resources Fairfield, Ohio	$963K	$0	1	7.79%	Maintained
2705	W Wealthquest Cincinnati, Ohio	$963K	+$5.49K	2	1.39%	Increased
2706	PI Panthera Investment Frankfurt, Germany	$953K	+$964K	3	0.17%	New
2707	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$945K	-$34.3K	4	0.57%	Reduced
2708	DOA D'Orazio & Associates Falls Church, Virginia	$941K	+$99.8K	4	0.74%	Increased
2709	TFF The Family Firm Bethesda, Maryland	$938K	+$282	2	0.48%	Increased
2710	RC Randolph Company Cincinnati, Ohio	$925K	+$929K	1	0.2%	New
2711	AC Amiya Capital London, United Kingdom	$924K	+$885K	3	4.45%	New
2712	FHB First Hawaiian Bank Honolulu, Hawaii	$924K	-$1.55M	2	0.15%	Reduced
2713	PHK Point72 Hong Kong Hong Kong	$923K	-$3.18M	6	0.81%	Reduced
2714	PA Parkside Advisors Berkeley, California	$920K	-$10.1K	1	0.63%	Reduced
2715	PIM Partner Investment Management San Francisco, California	$914K	-$24.9M	1	1.38%	Reduced
2716	VCP Vista Capital Partners Portland, Oregon	$905K	+$73.2K	3	0.28%	Increased
2717	AWM AllSquare Wealth Management Albany, New York	$903K	-$47.3K	5	0.86%	Reduced
2718	EEG E.E. Geduld	$901K	+$67.1K	2	0.6%	Increased
2719	HI Hudock Inc Williamsport, Pennsylvania	$896K	-$987K	10	0.4%	Reduced
2720	CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota	$894K	+$33.5K	1	0.2%	Increased
2721	Merriman Wealth Management Seattle, Washington	$890K	+$16.3K	1	0.91%	Increased
2722	MFS Monetta Financial Services Wheaton, Illinois	$889K	-$4.07M	1	0.47%	Reduced
2723	Cooke & Bieler Philadelphia, Pennsylvania	$881K	-$131K	2	0.02%	Reduced
2724	EML Eos Management LP New York	$879K	$0	1	0.56%	Maintained
2725	Wealth Enhancement Advisory Services Plymouth, Minnesota	$876K	-$810K	1	0.34%	Reduced