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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	MCM McGlinn Capital Management Wyomissing, Pennsylvania	$378K	+$52.9K	2	1.03%	Increased
2827	CFA Camarda Financial Advisors Fleming Island, Florida	$376K	+$42.8K	5	0.21%	Increased
2828	AGA Accuvest Global Advisors Provo, Utah	$370K	-$378K	1	0.14%	Reduced
2829	NAM Needelman Asset Management Ladera Ranch, California	$366K	-$2.43K	1	1.11%	Reduced
2830	RCA Rex Capital Advisors Providence, Rhode Island	$365K	$0	1	0.34%	Maintained
2831	BCM Basso Capital Management Stamford, Connecticut	$364K	-$346K	1	0.05%	Reduced
2832	RPGK Retirement Planning Group (Kansas) Leawood, Kansas	$364K	$0	1	0.15%	Maintained
2833	AEPG American Economic Planning Group Warren, New Jersey	$363K	+$455	1	0.14%	Increased
2834	IF Ironwood Financial Tucson, Arizona	$363K	+$21.5K	6	0.17%	Increased
2835	GA Geller Advisors New York	$362K	$0	1	0.21%	Maintained
2836	IF IRON Financial Northbrook, Illinois	$358K	-$333K	1	0.28%	Reduced
2837	DII Domini Impact Investments New York	$357K	+$26.1K	1	6.23%	Increased
2838	FRM Foundation Resource Management Little Rock, Arkansas	$356K	$0	1	0.06%	Maintained
2839	PO Private Ocean San Rafael, California	$356K	-$184K	4	0.26%	Reduced
2840	OCM Osterweis Capital Management San Francisco, California	$344K	$0	1	0.01%	Maintained
2841	VFP Verus Financial Partners Richmond, Virginia	$344K	-$22.9K	1	0.17%	Reduced
2842	RPG Risk Paradigm Group Austin, Texas	$341K	+$344K	5	0.33%	New
2843	TAM Timucuan Asset Management Jacksonville, Florida	$337K	$0	1	0.03%	Maintained
2844	GWI Grace & White Inc Ny, New York	$336K	$0	1	0.07%	Maintained
2845	BC Barnett & Company Chattanooga, Tennessee	$328K	$0	1	0.13%	Maintained
2846	IAM Ion Asset Management Herzliya, Israel	$317K	+$286K	1	0.35%	New
2847	DSN D. Scott Neal Lexington, Kentucky	$307K	-$5.16K	1	0.22%	Reduced
2848	MLM Mount Lucas Management Newtown, Pennsylvania	$302K	+$17.4K	1	0.05%	Increased
2849	WCM Weyland Capital Management Portsmouth, New Hampshire	$299K	$0	1	0.26%	Maintained
2850	CFN Cordasco Financial Network Naples, Florida	$297K	-$13.1K	4	0.21%	Reduced