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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
2976	RPG Risk Paradigm Group Austin, Texas	$262K	-$109K	3	0.31%	Reduced
2977	SIAM Sterling Investment Advisors (Missouri) Bolivar, Missouri	$262K	-$30.8K	1	0.28%	Reduced
2978	RBC Roble Belko & Company Sewickley, Pennsylvania	$261K	+$66.6K	4	0.16%	Increased
2979	CCM Canal Capital Management Richmond, Virginia	$251K	-$12.6K	1	0.23%	Reduced
2980	OBWP O'Brien Wealth Partners Waltham, Massachusetts	$250K	+$255K	1	0.24%	New
2981	EGA E&G Advisors Houston, Texas	$244K	-$516K	1	0.15%	Reduced
2982	WMG WESCAP Management Group Glendale, California	$244K	+$250K	1	0.13%	New
2983	EMB Elefante Mark B	$243K	+$248K	1	6.53%	New
2984	IWC Integrated Wealth Counsel Carmel, California	$242K	$0	1	0.39%	Maintained
2985	DLG Daniel L. Goodwin	$241K	+$229K	1	0.06%	New
2986	HRT Financial New York	$236K	+$224K	1	0.29%	New
2987	NEPPG New England Professional Planning Group Westerly, Rhode Island	$233K	$0	1	0.26%	Maintained
2988	SDWMA Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania	$233K	+$221K	1	0.27%	New
2989	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$232K	-$3.44K	1	0.26%	Reduced
2990	IWA Intercontinental Wealth Advisors San Antonio, Texas	$231K	+$236K	1	0.16%	New
2991	SIM Sadoff Investment Management Milwaukee, Wisconsin	$228K	+$216K	1	0.03%	New
2992	TSU TD Securities (USA) New York	$227K	-$333K	16	2.06%	Reduced
2993	SAM Selway Asset Management	$220K	-$204K	1	0.15%	Reduced
2994	AWM Affinity Wealth Management Wilmington, Delaware	$218K	+$207K	1	0.14%	New
2995	DPI Diversified Portfolios Inc Bloomfield Hills, Michigan	$218K	$0	1	0.14%	Maintained
2996	CP Cinque Partners Los Angeles, California	$217K	-$2.09M	1	2.45%	Reduced
2997	AWMF Arbor Wealth Management (Florida) Miramar Beach, Florida	$211K	+$227K	3	0.23%	New
2998	BCM Bienville Capital Management New York	$209K	+$208K	1	0.07%	New
2999	EMA Efficient Market Advisors San Diego, California	$208K	+$25.4K	4	0.04%	Increased
3000	FWM FFT Wealth Management Philadelphia, Pennsylvania	$206K	+$211K	1	0.17%	New