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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	PC Pecaut & Co Sioux City, Iowa	$677K	$0	1	0.65%	Maintained
2777	Capital Advisors Inc Tulsa, Oklahoma	$669K	-$8.64M	2	0.11%	Reduced
2778	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$669K	+$691K	1	0.11%	New
2779	QC QCM Cayman Houston, Texas	$667K	-$69.6K	2	0.25%	Reduced
2780	TFO Tarbox Family Office Newport Beach, California	$661K	-$199K	19	0.57%	Reduced
2781	DFIM Detwiler Fenton Investment Management Boston, Massachusetts	$652K	-$1.5M	2	2.1%	Reduced
2782	AA Apriem Advisors Irvine, California	$651K	+$42K	9	0.22%	Increased
2783	BOTOTLSJU Board of Trustees of The Leland Stanford Junior University Redwood City, California	$649K	-$2.77M	2	0.28%	Reduced
2784	TFF The Family Firm Bethesda, Maryland	$649K	-$302K	1	0.33%	Reduced
2785	BWP BSW Wealth Partners Boulder, Colorado	$640K	$0	1	0.41%	Maintained
2786	CA Continental Advisors Park City, Utah	$637K	+$83.3K	1	0.17%	Increased
2787	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$633K	-$9.45K	5	0.36%	Reduced
2788	BWM Biltmore Wealth Management Tempe, Arizona	$632K	-$16K	1	0.53%	Reduced
2789	Pathstone Family Office Englewood, New Jersey	$632K	+$15.1K	4	1.06%	Increased
2790	Vontobel Asset Management New York	$630K	-$15.3M	1	0%	Reduced
2791	FWP FAS Wealth Partners Leawood, Kansas	$626K	-$94K	2	0.31%	Reduced
2792	TI Telemetry Investments New York	$622K	+$479K	2	0.28%	Increased
2793	RVPG Relative Value Partners Group	$619K	+$640K	1	0.07%	New
2794	TCM Traynor Capital Management Malvern, Pennsylvania	$607K	+$639K	2	0.51%	New
2795	WCM Weatherstone Capital Management Denver, Colorado	$606K	+$10.6K	2	0.54%	Increased
2796	F FutureAdvisor San Francisco, California	$599K	-$285K	2	0.11%	Reduced
2797	Pacer Advisors Malvern, Pennsylvania	$596K	$0	2	1.24%	Maintained
2798	MFS Madrona Financial Services Everett, Washington	$591K	-$26.9K	1	0.6%	Reduced
2799	SCA Stillwater Capital Advisors Devon, Pennsylvania	$591K	+$730	1	0.17%	Increased
2800	IOOF Independent Order of Foresters Toronto, Ontario, Canada	$588K	$0	1	0.56%	Maintained