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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	VFP Verus Financial Partners Richmond, Virginia	$360K	-$13.6K	1	0.18%	Reduced
2852	AEPG American Economic Planning Group Warren, New Jersey	$358K	-$11.1K	1	0.15%	Reduced
2853	PO Private Ocean San Rafael, California	$357K	-$3.94K	4	0.26%	Reduced
2854	IF Ironwood Financial Tucson, Arizona	$350K	+$5.2K	6	0.17%	Increased
2855	OCM Osterweis Capital Management San Francisco, California	$345K	$0	1	0.01%	Maintained
2856	GMA Goldstein Munger & Associates San Ramon, California	$344K	+$356K	1	0.15%	New
2857	HM Harvest Management New York	$343K	+$358K	1	0.24%	New
2858	HP Harbourvest Partners Boston, Massachusetts	$341K	$0	1	0.16%	Maintained
2859	RPGK Retirement Planning Group (Kansas) Leawood, Kansas	$337K	$0	1	0.14%	Maintained
2860	DII Domini Impact Investments New York	$336K	+$35K	1	5.18%	Increased
2861	BC Barnett & Company Chattanooga, Tennessee	$332K	$0	1	0.14%	Maintained
2862	EVC Eidelman Virant Capital Saint Louis, Missouri	$322K	+$170K	1	0.14%	Increased
2863	TAM Timucuan Asset Management Jacksonville, Florida	$319K	$0	1	0.03%	Maintained
2864	RPG Risk Paradigm Group Austin, Texas	$318K	-$39.1K	5	0.3%	Reduced
2865	EPM Equitec Proprietary Markets Chicago, Illinois	$317K	-$2.34M	1	0.02%	Reduced
2866	BPCA Bank Pictet & Cie (Asia) Singapore	$316K	-$484K	1	1.07%	Reduced
2867	PTC Philadelphia Trust Company Philadelphia, Pennsylvania	$312K	-$25.3M	3	1.15%	Reduced
2868	FC FCA Corp Houston, Texas	$311K	-$105K	1	0.17%	Reduced
2869	MHP Manatuck Hill Partners Westport, Connecticut	$306K	-$3.6M	1	0.09%	Reduced
2870	NCM Newland Capital Management New York	$305K	-$815K	1	0.25%	Reduced
2871	FMP Financial Management Professionals Austin, Texas	$299K	+$81.5K	6	0.14%	Increased
2872	DSN D. Scott Neal Lexington, Kentucky	$298K	-$13.5K	1	0.2%	Reduced
2873	SFS Summit Financial Strategies Columbus, Ohio	$293K	-$214K	1	0.23%	Reduced
2874	IWC Integrated Wealth Counsel Carmel, California	$286K	-$7K	1	0.4%	Reduced
2875	NEPPG New England Professional Planning Group Westerly, Rhode Island	$276K	$0	1	0.36%	Maintained