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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	VCP Vista Capital Partners Portland, Oregon	$1.15M	+$179K	4	0.32%	Increased
2777	AWA Arete Wealth Advisors Chicago, Illinois	$1.14M	-$499K	2	0.66%	Reduced
2778	PO Private Ocean San Rafael, California	$1.14M	+$110K	7	0.76%	Increased
2779	WI Wedgewood Investors Erie, Pennsylvania	$1.14M	-$310K	1	1.06%	Reduced
2780	RIG Roosevelt Investment Group New York	$1.14M	-$1.31M	2	0.09%	Reduced
2781	LFA Landmark Financial Advisors Bowling Green, Kentucky	$1.13M	+$128K	3	0.96%	Increased
2782	BCP Berkeley Capital Partners Milton, Georgia	$1.12M	-$269K	2	0.8%	Reduced
2783	PBT Pictet Bank & Trust Nassau, Bahamas	$1.12M	+$1.12M	1	0.37%	New
2784	BCM Beck Capital Management Austin, Texas	$1.12M	+$135K	2	0.68%	Increased
2785	CIA CSat Investment Advisory Detroit, Michigan	$1.12M	+$1.1M	1	4.18%	New
2786	HRT Financial New York	$1.12M	+$720K	3	0.98%	Increased
2787	SAM Shamrock Asset Management Dallas, Texas	$1.11M	-$457K	8	0.64%	Reduced
2788	BCM Bienville Capital Management New York	$1.11M	+$228K	4	0.28%	Increased
2789	NYLT New York Life Trust New York	$1.11M	+$17K	7	5.5%	Increased
2790	RVPG Relative Value Partners Group	$1.11M	$0	2	0.14%	Maintained
2791	ZP Zimmer Partners New York	$1.11M	+$1.11M	1	0.03%	New
2792	CM Cornerstone Management Duluth, Georgia	$1.11M	$0	1	0.64%	Maintained
2793	ABFS Appropriate Balance Financial Services Bellevue, Washington	$1.11M	-$54.7K	2	0.71%	Reduced
2794	RFG Advisory Birmingham, Alabama	$1.1M	-$516K	2	1%	Reduced
2795	IC IKOS CIF Limassol, Cyprus	$1.1M	-$1M	5	6.58%	Reduced
2796	FFSOTS Fiduciary Financial Services of The Southwest Dallas, Texas	$1.09M	+$10.4K	2	0.35%	Increased
2797	BWM BerganKDV Wealth Management Bloomington, Minnesota	$1.07M	-$174K	3	0.37%	Reduced
2798	IA Independence Advisors Wayne, Pennsylvania	$1.07M	+$522K	2	0.5%	Increased
2799	LSC Lesa Sroufe & Co Seattle, Washington	$1.06M	-$29.8K	1	0.94%	Reduced
2800	NA Nottingham Advisors Amherst, New York	$1.06M	+$3.65K	2	0.19%	Increased