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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	OBWP O'Brien Wealth Partners Waltham, Massachusetts	$275K	$0	1	0.21%	Maintained
2977	HP HT Partners Centerbrook, Connecticut	$272K	-$101K	1	0.16%	Reduced
2978	CF Corrigan Financial Middletown, Rhode Island	$270K	+$257K	1	0.27%	New
2979	RPG Risk Paradigm Group Austin, Texas	$270K	$0	3	0.34%	Maintained
2980	WMG WESCAP Management Group Glendale, California	$269K	$0	1	0.14%	Maintained
2981	DPA Delphi Private Advisors San Diego, California	$267K	-$39.3K	12	0.48%	Reduced
2982	IWC Integrated Wealth Counsel Carmel, California	$266K	$0	1	0.61%	Maintained
2983	BGIM Boussard & Gavaudan Investment Management London, United Kingdom	$264K	+$228K	1	0.14%	New
2984	OAM Orinda Asset Management Lafayette, California	$263K	+$131K	2	0.45%	Increased
2985	MFP Michael F. Price	$262K	$0	1	0.04%	Maintained
2986	RCM Rotella Capital Management Bellevue, Washington	$262K	-$1.51M	1	10.76%	Reduced
2987	Chicago Partners Investment Group Chicago, Illinois	$260K	-$245K	4	0.13%	Reduced
2988	NEPPG New England Professional Planning Group Westerly, Rhode Island	$258K	$0	1	0.26%	Maintained
2989	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$251K	+$52.4K	7	0.2%	Increased
2990	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$246K	$0	1	0.25%	Maintained
2991	EGA E&G Advisors Houston, Texas	$246K	+$2.67K	1	0.16%	Increased
2992	RTS Round Table Services Westfield, New Jersey	$245K	+$216K	1	0.15%	New
2993	SIM Sadoff Investment Management Milwaukee, Wisconsin	$244K	+$15.9K	1	0.03%	Increased
2994	DLG Daniel L. Goodwin	$243K	+$2.36K	1	0.06%	Increased
2995	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$242K	+$75.9K	7	0.17%	Increased
2996	WA Wilshire Advisors Santa Monica, California	$234K	+$102K	1	0.12%	Increased
2997	Graham Capital Management Rowayton, Connecticut	$233K	+$223K	1	0.03%	New
2998	TSU TD Securities (USA) New York	$233K	+$2.76K	16	2.13%	Increased
2999	BCM Bienville Capital Management New York	$230K	-$7.7K	1	0.08%	Reduced
3000	FWM FFT Wealth Management Philadelphia, Pennsylvania	$227K	$0	1	0.1%	Maintained