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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	TBAM True Bearing Asset Management San Francisco, California	$446K	+$403K	1	1.13%	New
2927	RPGK Retirement Planning Group (Kansas) Leawood, Kansas	$441K	$0	1	0.16%	Maintained
2928	CWM Cedar Wealth Management Walnut Creek, California	$438K	+$369K	1	0.3%	Increased
2929	HW Hedeker Wealth Lincolnshire, Illinois	$436K	+$83.5K	1	0.41%	Increased
2930	WCM Weatherstone Capital Management Denver, Colorado	$436K	-$303K	1	0.32%	Reduced
2931	ECM Endurant Capital Management San Mateo, California	$425K	-$1.03M	1	0.14%	Reduced
2932	CAIMH Central Asset Investments & Management Holdings Hong Kong	$417K	-$76K	1	0.2%	Reduced
2933	IR IAT Reinsurance New York	$414K	$0	1	0.27%	Maintained
2934	CFN Cordasco Financial Network Naples, Florida	$413K	+$122K	6	0.46%	Increased
2935	BJ Brouwer & Janachowski Mill Valley, California	$412K	$0	1	0.14%	Maintained
2936	ACM Americafirst Capital Management Roseville, California	$405K	+$376K	1	0.25%	New
2937	CGH Cleary Gull Holdings Milwaukee, Wisconsin	$404K	+$309K	3	0.27%	Increased
2938	IWA Inspirion Wealth Advisors Libertyville, Illinois	$397K	$0	1	0.28%	Maintained
2939	CWM Catamount Wealth Management Westport, Connecticut	$396K	+$12.1K	3	0.46%	Increased
2940	ACM Avalon Capital Management Port Of Redwood City, California	$393K	+$344K	1	0.32%	New
2941	DII Domini Impact Investments New York	$382K	+$25.8K	1	9.48%	Increased
2942	UFA US Financial Advisors Braintree, Massachusetts	$377K	-$351K	13	0.66%	Reduced
2943	CMT Capital Markets Trading Frankfurt, Germany	$370K	-$2.27M	1	0.05%	Reduced
2944	CFG CKW Financial Group Honolulu, Hawaii	$369K	-$13.4K	5	0.14%	Reduced
2945	SFS Summit Financial Strategies Columbus, Ohio	$367K	-$2.15K	1	0.27%	Reduced
2946	FMP Financial Management Professionals Austin, Texas	$361K	+$18K	7	0.19%	Increased
2947	FC FCA Corp Houston, Texas	$356K	+$329K	1	0.19%	New
2948	SAM Shikiar Asset Management New York	$354K	+$336K	1	0.16%	New
2949	SLT St Louis Trust Saint Louis, Missouri	$350K	+$332K	1	0.19%	New
2950	PTC Provident Trust Company Waukesha, Wisconsin	$340K	+$60.4K	1	0.02%	Increased