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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
2776	I2I Insight 2811 Inc Chicago, Illinois	$667K	-$703K	2	0.33%	Reduced
2777	ZCA Zeke Capital Advisors Berwyn, Pennsylvania	$667K	+$215K	1	0.52%	Increased
2778	EWMCB EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey	$657K	+$640K	1	0.52%	New
2779	RVP Relative Value Partners Northbrook, Illinois	$649K	$0	1	0.08%	Maintained
2780	Edgewood Management Greenwich, Connecticut	$648K	-$16.7K	2	0.01%	Reduced
2781	GC Gratry & Company Beachwood, Ohio	$646K	+$32.3K	1	0.21%	Increased
2782	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$641K	+$429K	3	0.17%	Increased
2783	CFG CKW Financial Group Honolulu, Hawaii	$632K	-$145K	11	0.27%	Reduced
2784	BWP BSW Wealth Partners Boulder, Colorado	$631K	$0	1	0.51%	Maintained
2785	MFS Madrona Financial Services Everett, Washington	$626K	+$632K	1	0.66%	New
2786	HP Harbourvest Partners Boston, Massachusetts	$615K	+$488K	1	0.32%	New
2787	MWP Moller Wealth Partners	$612K	$0	1	0.3%	Maintained
2788	IWA Inspirion Wealth Advisors Libertyville, Illinois	$611K	+$634K	1	0.57%	New
2789	SCA Stillwater Capital Advisors Devon, Pennsylvania	$611K	-$270K	1	0.18%	Reduced
2790	FWSM First Wilshire Securities Management Pasadena, California	$607K	$0	1	0.11%	Maintained
2791	SIM Strategic Investment Management Arlington, Virginia	$600K	-$276K	2	0.17%	Reduced
2792	F FutureAdvisor San Francisco, California	$597K	+$609K	2	0.2%	New
2793	YCM Yorkville Capital Management New York	$592K	$0	1	0.41%	Maintained
2794	KL Kinsight LLC Birmingham, Alabama	$590K	+$74K	2	0.29%	Increased
2795	TCM TD Capital Management Memphis, Tennessee	$586K	+$525	4	0.13%	Increased
2796	OAM Orinda Asset Management Lafayette, California	$582K	+$129K	3	0.66%	Increased
2797	BCM BBT Capital Management Fort Worth, Texas	$574K	-$6.81M	1	0.05%	Reduced
2798	IOOF Independent Order of Foresters Toronto, Ontario, Canada	$572K	-$116K	1	0.59%	Reduced
2799	WCM Weatherstone Capital Management Denver, Colorado	$564K	+$58.4K	2	0.33%	Increased
2800	Chicago Partners Investment Group Chicago, Illinois	$560K	+$564K	11	0.24%	New