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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	ACI Advance Capital I Southfield, Michigan	$536K	-$275K	1	1.09%	Reduced
2927	BW Gestao de Investimentos Sao Paulo, Brazil	$535K	$0	1	0.38%	Maintained
2928	WC Wexford Capital West Palm Beach, Florida	$524K	-$384K	1	0.09%	Reduced
2929	FWM FFT Wealth Management Philadelphia, Pennsylvania	$523K	+$56.4K	2	0.22%	Increased
2930	TFF The Family Firm Bethesda, Maryland	$511K	+$6.53K	1	0.24%	Increased
2931	SFS Summit Financial Strategies Columbus, Ohio	$510K	-$322K	1	0.36%	Reduced
2932	RCG Ruggie Capital Group Tavares, Florida	$509K	-$34.6K	3	0.45%	Reduced
2933	TCM Traynor Capital Management Malvern, Pennsylvania	$505K	-$272K	1	0.36%	Reduced
2934	EMB Elefante Mark B	$498K	-$29.4K	2	8.04%	Reduced
2935	AWM Affinity Wealth Management Wilmington, Delaware	$491K	-$230K	2	0.32%	Reduced
2936	GWI Grace & White Inc Ny, New York	$489K	$0	1	0.11%	Maintained
2937	FBFS First Business Financial Services Madison, Wisconsin	$482K	+$500K	1	0.12%	New
2938	IOOF Independent Order of Foresters Toronto, Ontario, Canada	$481K	$0	1	0.39%	Maintained
2939	RAM Riggs Asset Management Dallas, Pennsylvania	$480K	-$30.5K	6	0.25%	Reduced
2940	KL Kinsight LLC Birmingham, Alabama	$471K	-$94.7K	2	0.25%	Reduced
2941	TC TradeLink Capital Chicago, Illinois	$469K	+$68.5K	2	1.15%	Increased
2942	WCM Weatherstone Capital Management Denver, Colorado	$469K	-$5.4K	1	0.38%	Reduced
2943	RPGK Retirement Planning Group (Kansas) Leawood, Kansas	$446K	$0	1	0.14%	Maintained
2944	Element Capital Management New York	$440K	-$11.2M	1	0.07%	Reduced
2945	OAM Orinda Asset Management Lafayette, California	$426K	+$152K	3	0.36%	Increased
2946	IWA Inspirion Wealth Advisors Libertyville, Illinois	$424K	+$7.89K	1	0.28%	Increased
2947	TAL TIG Advisors LLC New York	$421K	-$47.4M	1	0.04%	Reduced
2948	CG Corundum Group Colorado Springs, Colorado	$420K	+$31.7K	1	0.68%	Increased
2949	RBC Roble Belko & Company Sewickley, Pennsylvania	$412K	+$56K	5	0.22%	Increased
2950	CFN Cordasco Financial Network Naples, Florida	$409K	$0	6	0.47%	Maintained