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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
2876	EEG E.E. Geduld	$587K	$0	2	0.77%	Maintained
2877	BWP BSW Wealth Partners Boulder, Colorado	$584K	-$2.43K	1	0.32%	Reduced
2878	CMT Capital Markets Trading Frankfurt, Germany	$582K	+$207K	1	0.08%	Increased
2879	AEPG American Economic Planning Group Warren, New Jersey	$581K	+$152	2	0.23%	Increased
2880	TCSAM Tyrus Capital S.A.M. Monaco	$572K	-$31.5M	1	0.12%	Reduced
2881	WDL Well Done LLC Holland, Michigan	$571K	-$3.12K	2	0.21%	Reduced
2882	KSA Ken Stern & Associates San Diego, California	$569K	-$131K	1	0.45%	Reduced
2883	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$569K	+$658	1	0.26%	Increased
2884	KCP Keane Capital Partners Charlotte, North Carolina	$566K	-$839K	1	1.34%	Reduced
2885	CFA Cahill Financial Advisors Edina, Minnesota	$564K	+$301K	1	0.39%	Increased
2886	Chicago Partners Investment Group Chicago, Illinois	$552K	+$305K	5	0.27%	Increased
2887	EMB Elefante Mark B	$550K	$0	2	8.28%	Maintained
2888	RCIM Russell Clark Investment Management London, United Kingdom	$543K	$0	1	0.12%	Maintained
2889	SAM Silphium Asset Management London, United Kingdom	$541K	+$218K	2	0.57%	Increased
2890	B Bellecapital Zurich, Switzerland	$536K	+$222K	2	0.59%	Increased
2891	CA Continental Advisors Park City, Utah	$531K	$0	1	0.16%	Maintained
2892	Hershey Trust Company Hershey, Pennsylvania	$529K	+$533K	2	0.01%	New
2893	KL Kinsight LLC Birmingham, Alabama	$522K	$0	2	0.29%	Maintained
2894	RCG Ruggie Capital Group Tavares, Florida	$516K	+$382K	4	0.47%	Increased
2895	BW Gestao de Investimentos Sao Paulo, Brazil	$514K	-$4.36M	1	0.59%	Reduced
2896	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$513K	-$270K	3	0.03%	Reduced
2897	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$512K	+$12.1K	5	0.44%	Increased
2898	WAS Winch Advisory Services Appleton, Wisconsin	$512K	-$1.38M	2	0.62%	Reduced
2899	FFM Fullerton Fund Management Singapore	$511K	$0	1	0.33%	Maintained
2900	Pathstone Family Office Englewood, New Jersey	$509K	+$63.5K	8	0.48%	Increased