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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
2926	IR IAT Reinsurance New York	$422K	-$2.59M	1	0.28%	Reduced
2927	RFG Advisory Birmingham, Alabama	$418K	-$290K	1	0.31%	Reduced
2928	LIA LBMC Investment Advisors Brentwood, Tennessee	$416K	+$3.63K	1	0.09%	Increased
2929	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$409K	-$858K	1	0.18%	Reduced
2930	RPGK Retirement Planning Group (Kansas) Leawood, Kansas	$407K	$0	1	0.15%	Maintained
2931	MP Manifold Partners San Francisco, California	$395K	-$263K	2	0.35%	Reduced
2932	GCM Glaxis Capital Management Sarasota, Florida	$392K	+$390K	1	1.71%	New
2933	BO Bach Option Wanchai, Hong Kong	$383K	+$421K	1	0.37%	New
2934	OHS Odey Holdings (Switzerland) Zurich, Switzerland, Switzerland	$382K	-$150K	1	3.11%	Reduced
2935	OCM Osterweis Capital Management San Francisco, California	$380K	$0	1	0.04%	Maintained
2936	CG Corundum Group Colorado Springs, Colorado	$378K	+$52K	1	1.13%	Increased
2937	BJ Brouwer & Janachowski Mill Valley, California	$374K	-$29.8K	1	0.2%	Reduced
2938	NFM North Forty Management Seattle, Washington	$374K	+$385K	3	0.3%	New
2939	PHK Point72 Hong Kong Hong Kong	$373K	-$854K	13	1.24%	Reduced
2940	3C 361 Capital Denver, Colorado	$372K	+$357K	5	3.05%	New
2941	SFS Summit Financial Strategies Columbus, Ohio	$371K	+$2.21K	1	0.29%	Increased
2942	DII Domini Impact Investments New York	$369K	-$91.8K	1	7.19%	Reduced
2943	AGA Accuvest Global Advisors Provo, Utah	$368K	$0	1	0.16%	Maintained
2944	CFG CKW Financial Group Honolulu, Hawaii	$368K	-$30.5K	5	0.13%	Reduced
2945	HP HT Partners Centerbrook, Connecticut	$366K	+$74.4K	1	0.24%	Increased
2946	SIM Strategic Investment Management Arlington, Virginia	$366K	+$334K	1	0.21%	New
2947	IWA Inspirion Wealth Advisors Libertyville, Illinois	$361K	-$225K	1	0.26%	Reduced
2948	MVM McClain Value Management New Canaan, Connecticut	$359K	$0	1	0.13%	Maintained
2949	CWM Catamount Wealth Management Westport, Connecticut	$351K	-$43.5K	3	0.32%	Reduced
2950	EVC Eidelman Virant Capital Saint Louis, Missouri	$345K	-$374K	1	0.21%	Reduced