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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
2726	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$945K	-$13.7K	4	0.57%	Reduced
2727	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$944K	-$1.67M	2	0.93%	Reduced
2728	SHJ Sharkey, Howes & Javer Denver, Colorado	$938K	+$246K	9	0.71%	Increased
2729	AIM Ada Investment Management New York	$916K	+$1.04M	2	1.15%	New
2730	NV Nair Vinay	$916K	-$658K	2	1.15%	Reduced
2731	QI Qualcomm Inc San Diego, California	$902K	-$3.63M	1	0.1%	Reduced
2732	NC NewSquare Capital Newtown Square, Pennsylvania	$886K	-$8.35K	7	0.26%	Reduced
2733	RC Randolph Company Cincinnati, Ohio	$880K	+$17.4K	1	0.2%	Increased
2734	AWM AllSquare Wealth Management Albany, New York	$879K	-$35.8K	5	0.82%	Reduced
2735	TBAM True Bearing Asset Management San Francisco, California	$871K	-$774K	1	1.09%	Reduced
2736	BP BBR Partners New York	$867K	-$20.9K	2	0.11%	Reduced
2737	CAL Capital Advisors Ltd Shaker Heights, Ohio	$862K	+$31.5K	4	0.45%	Increased
2738	SA SRH Advisors Salina, Kansas	$859K	$0	10	5.42%	Maintained
2739	BHA Beech Hill Advisors New York	$848K	-$631K	2	0.44%	Reduced
2740	MP Manifold Partners San Francisco, California	$848K	+$876K	1	0.76%	New
2741	B Bellecapital Zurich, Switzerland	$845K	-$1.02M	2	1.08%	Reduced
2742	Plancorp LLC Saint Louis, Missouri	$845K	-$612K	2	0.78%	Reduced
2743	Merriman Wealth Management Seattle, Washington	$840K	-$159K	1	1.67%	Reduced
2744	BFIC Bedell Frazier Investment Counselling Walnut Creek, California	$838K	-$2.02M	1	0.33%	Reduced
2745	VCP Vista Capital Partners Portland, Oregon	$836K	-$89.3K	3	0.26%	Reduced
2746	PA Parkside Advisors Berkeley, California	$833K	$0	1	0.57%	Maintained
2747	BC Banced Corp Edwardsville, Illinois	$832K	+$420K	3	1.13%	Increased
2748	MCM Millie Capital Management Walnut Creek, California	$830K	$0	1	0.77%	Maintained
2749	VCAM Valentine Capital Asset Management Danville, California	$811K	-$642K	1	0.55%	Reduced
2750	SCM SG Capital Management Chicago, Illinois	$805K	-$5.46M	2	0.2%	Reduced