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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
2901	SRSA S.R. Schill & Associates Mercer Island, Washington	$1.16M	+$6.86K	2	0.74%	Increased
2902	PL Polianta Ltd St Helier, Jersey	$1.14M	-$776K	1	0.69%	Reduced
2903	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$1.14M	+$594K	4	2.95%	Increased
2904	GC Gilbert & Cook West Des Moines, Iowa	$1.14M	+$40.9K	2	0.47%	Increased
2905	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$1.14M	+$162K	1	0.22%	Increased
2906	IAA Ironsides Asset Advisors Rocky Mount, North Carolina	$1.14M	-$5.84M	1	0.5%	Reduced
2907	AFS Access Financial Services Minneapolis, Minnesota	$1.13M	+$833	1	0.96%	Increased
2908	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$1.13M	-$25.1K	9	0.92%	Reduced
2909	CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota	$1.13M	-$669K	1	0.13%	Reduced
2910	NA Nottingham Advisors Amherst, New York	$1.13M	-$39.8K	2	0.18%	Reduced
2911	ACM Avalon Capital Management Port Of Redwood City, California	$1.13M	-$689K	2	0.78%	Reduced
2912	GA Greytown Advisors Miami, Florida	$1.11M	+$35.9K	3	0.99%	Increased
2913	LWM Lenox Wealth Management Cincinnati, Ohio	$1.1M	+$233K	8	0.79%	Increased
2914	CAAS Capital Asset Advisory Services Williamston, Michigan	$1.09M	-$409K	2	0.79%	Reduced
2915	MAP Moody Aldrich Partners Marblehead, Massachusetts	$1.08M	-$3.13M	2	1.85%	Reduced
2916	CAIMH Central Asset Investments & Management Holdings Hong Kong	$1.07M	-$7.52M	1	0.57%	Reduced
2917	PAAMCP Pacific Alternative Asset Management Company (PAAMCO) Irvine, California	$1.07M	+$1.11M	1	0.29%	New
2918	RGIA Rainier Group Investment Advisory Bellevue, Washington	$1.07M	-$42K	1	0.5%	Reduced
2919	ST Sentinel Trust Houston, Texas	$1.07M	-$1.79M	2	0.17%	Reduced
2920	DSN D. Scott Neal Lexington, Kentucky	$1.06M	-$2.56K	6	0.69%	Reduced
2921	CL CSS LLC Chicago, Illinois	$1.06M	-$420K	5	0.06%	Reduced
2922	LP LGL Partners Philadelphia, Pennsylvania	$1.06M	-$113K	2	0.53%	Reduced
2923	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$1.05M	+$299K	19	1.11%	Increased
2924	JT Jump Trading Chicago, Illinois	$1.05M	+$87.6K	2	0.34%	Increased
2925	CPR CSU Producer Resources Fairfield, Ohio	$1.04M	$0	1	5.33%	Maintained