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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	DII Domini Impact Investments New York	$337K	+$47.2K	1	5.51%	Increased
2827	IF Ironwood Financial Tucson, Arizona	$328K	+$6.24K	6	0.16%	Increased
2828	LFR Lehman Financial Resources Media, Pennsylvania	$328K	-$11.4K	9	0.17%	Reduced
2829	RTS Round Table Services Westfield, New Jersey	$324K	+$345K	1	0.24%	New
2830	SGC South Georgia Capital Naperville, Illinois	$324K	-$785K	3	0.79%	Reduced
2831	TAM Timucuan Asset Management Jacksonville, Florida	$324K	$0	1	0.03%	Maintained
2832	FRM Foundation Resource Management Little Rock, Arkansas	$322K	$0	1	0.07%	Maintained
2833	VDBMI Van Den Berg Management I Austin, Texas	$317K	+$338K	1	0.04%	New
2834	OCM Osterweis Capital Management San Francisco, California	$313K	$0	1	0.01%	Maintained
2835	TT Tiedemann Trust Wilmington, Delaware	$299K	-$1.01M	1	0.03%	Reduced
2836	BC Barnett & Company Chattanooga, Tennessee	$296K	$0	1	0.14%	Maintained
2837	FIMG Financial & Investment Management Group Traverse City, Michigan	$296K	-$4.34M	1	0.08%	Reduced
2838	AWS Aris Wealth Services State College, Pennsylvania	$295K	-$1.39M	10	0.62%	Reduced
2839	SFS Summit Financial Strategies Columbus, Ohio	$294K	$0	1	0.24%	Maintained
2840	Truepoint Inc Cincinnati, Ohio	$294K	+$313K	1	0.04%	New
2841	GEM Global Endowment Management Charlotte, North Carolina	$293K	-$676K	1	0.04%	Reduced
2842	MVM McClain Value Management New Canaan, Connecticut	$285K	-$978K	1	0.09%	Reduced
2843	Aspiriant LLC Los Angeles, California	$282K	-$461K	1	0.02%	Reduced
2844	FIG Fortress Investment Group New York	$282K	+$289K	1	0%	New
2845	FMP Financial Management Professionals Austin, Texas	$280K	-$9.28K	6	0.19%	Reduced
2846	MLM Mount Lucas Management Newtown, Pennsylvania	$276K	-$2.09K	1	0.03%	Reduced
2847	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$273K	$0	1	0.11%	Maintained
2848	DSN D. Scott Neal Lexington, Kentucky	$272K	+$6.2K	1	0.23%	Increased
2849	Dakota Wealth Management Palm Beach Gardens, Florida	$269K	$0	1	0.18%	Maintained
2850	QC QCM Cayman Houston, Texas	$268K	-$403K	1	0.09%	Reduced