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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
2826	PG Portola Group San Jose, California	$416K	+$180K	2	0.47%	Increased
2827	GA Geller Advisors New York	$413K	+$56.5K	1	0.24%	Increased
2828	CAM CMT Asset Management Chicago, Illinois	$412K	-$108K	2	0.02%	Reduced
2829	SGC South Georgia Capital Naperville, Illinois	$409K	+$50K	4	0.73%	Increased
2830	RWJF Robert Wood Johnson Foundation Princeton, New Jersey	$405K	$0	1	0.03%	Maintained
2831	IWC Integrated Wealth Counsel Carmel, California	$403K	$0	2	0.48%	Maintained
2832	GWA Genesis Wealth Advisors Braintree, Massachusetts	$394K	+$394K	9	0.31%	New
2833	GWI Grace & White Inc Ny, New York	$384K	$0	1	0.08%	Maintained
2834	UFA US Financial Advisors Braintree, Massachusetts	$378K	+$378K	8	0.34%	New
2835	Avior Wealth Management Omaha, Nebraska	$371K	-$5.44K	6	0.3%	Reduced
2836	AF Aldebaran Financial	$368K	-$49.8K	1	0.32%	Reduced
2837	NAM Needelman Asset Management Ladera Ranch, California	$368K	$0	1	1.13%	Maintained
2838	AEPG American Economic Planning Group Warren, New Jersey	$363K	+$636	1	0.14%	Increased
2839	FRM Foundation Resource Management Little Rock, Arkansas	$356K	-$16.7K	1	0.05%	Reduced
2840	HP HT Partners Centerbrook, Connecticut	$346K	+$235	1	0.22%	Increased
2841	FBFS First Business Financial Services Madison, Wisconsin	$341K	-$19K	1	0.11%	Reduced
2842	DII Domini Impact Investments New York	$339K	+$327K	1	6.64%	New
2843	RFG Advisory Birmingham, Alabama	$339K	+$321K	1	0.4%	New
2844	CFN Cordasco Financial Network Naples, Florida	$334K	+$6.9K	4	0.26%	Increased
2845	GA Greenhaven Associates Purchase, New York	$333K	-$76.3M	1	0.01%	Reduced
2846	CFA Camarda Financial Advisors Fleming Island, Florida	$330K	-$12.2K	4	0.21%	Reduced
2847	IF Ironwood Financial Tucson, Arizona	$329K	+$306K	13	0.18%	New
2848	BC Barnett & Company Chattanooga, Tennessee	$328K	-$66.5K	1	0.13%	Reduced
2849	WCM Windsor Capital Management Phoenix, Arizona	$327K	+$8.91K	1	0.18%	Increased
2850	RPGK Retirement Planning Group (Kansas) Leawood, Kansas	$324K	-$262K	1	0.1%	Reduced