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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
2851	NEPPG New England Professional Planning Group Westerly, Rhode Island	$297K	$0	1	0.4%	Maintained
2852	HRT Financial New York	$295K	+$38.8K	1	0.38%	Increased
2853	TSS Two Sigma Securities New York	$295K	-$219K	1	0.3%	Reduced
2854	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$291K	$0	1	0.09%	Maintained
2855	IWC Integrated Wealth Counsel Carmel, California	$289K	-$118K	2	0.36%	Reduced
2856	HP Harbourvest Partners Boston, Massachusetts	$276K	$0	1	0.16%	Maintained
2857	LWA Lowe Wealth Advisors Columbia, Maryland	$276K	+$8.35K	5	0.19%	Increased
2858	Valmark Advisers Akron, Ohio	$276K	$0	1	0.01%	Maintained
2859	Iconiq Capital San Francisco, California	$260K	+$41.2K	1	0.05%	Increased
2860	SIAM Sterling Investment Advisors (Missouri) Bolivar, Missouri	$260K	+$916	1	0.26%	Increased
2861	HP HT Partners Centerbrook, Connecticut	$259K	-$47.1K	1	0.14%	Reduced
2862	DPI Diversified Portfolios Inc Bloomfield Hills, Michigan	$257K	-$738K	1	0.16%	Reduced
2863	BCM BBT Capital Management Fort Worth, Texas	$255K	-$329K	1	0.03%	Reduced
2864	EGA Emerging Global Advisors New York	$246K	-$63.1K	1	0.09%	Reduced
2865	SC Sumit Capital New York	$246K	+$226K	1	3.19%	New
2866	CFA Cahill Financial Advisors Edina, Minnesota	$244K	-$1.48K	1	0.19%	Reduced
2867	CG Corundum Group Colorado Springs, Colorado	$244K	-$5.22K	1	0.82%	Reduced
2868	PFG Piershale Financial Group Barrington, Illinois	$239K	+$19.7K	4	0.19%	Increased
2869	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$238K	-$1.57M	1	0.24%	Reduced
2870	Dakota Wealth Management Palm Beach Gardens, Florida	$237K	+$2K	1	0.14%	Increased
2871	TI Telemetry Investments New York	$237K	-$765K	1	0.13%	Reduced
2872	BFG Bouchey Financial Group Troy, New York	$236K	+$252K	1	0.11%	New
2873	FFSOTS Fiduciary Financial Services of The Southwest Dallas, Texas	$228K	-$3.64K	1	0.07%	Reduced
2874	ZF Zhang Financial Portage, Michigan	$228K	$0	1	0.14%	Maintained
2875	FMP Financial Management Professionals Austin, Texas	$222K	+$303	6	0.1%	Increased