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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	RPA Rock Point Advisors Burlington, Vermont	$875K	-$1.42M	2	0.45%	Reduced
2977	SFS Summit Financial Strategies Columbus, Ohio	$873K	$0	2	0.64%	Maintained
2978	NFP Narus Financial Partners Salt Lake City, Utah	$859K	+$204K	2	0.83%	Increased
2979	FC Financial Consulate Hunt Valley, Maryland	$852K	+$10.6K	1	0.54%	Increased
2980	Private Management Group Irvine, California	$852K	-$683K	1	0.05%	Reduced
2981	KIC Keating Investment Counselors Delray Beach, Florida	$851K	-$34.5K	2	0.38%	Reduced
2982	Bogart Wealth LLC Mclean, Virginia	$844K	-$352K	1	0.56%	Reduced
2983	WCM Windsor Capital Management Phoenix, Arizona	$844K	+$40.8K	2	0.44%	Increased
2984	CCM Corsair Capital Management New York	$834K	-$199K	1	0.14%	Reduced
2985	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$824K	+$48.1K	1	1.08%	Increased
2986	BC Blueport Capital Fort Worth, Texas	$824K	+$126K	3	14.28%	Increased
2987	Harvest Fund Management Beijing, China	$819K	$0	4	0.15%	Maintained
2988	AEPG American Economic Planning Group Warren, New Jersey	$815K	-$36.9K	2	0.33%	Reduced
2989	ACM AidennLair Capital Management New York	$809K	+$494K	1	0.5%	Increased
2990	CCP Centaur Capital Partners Southlake, Texas	$802K	$0	1	1.7%	Maintained
2991	SG StoneX Group New York	$794K	-$704K	1	1.78%	Reduced
2992	CG CFO4Life Group Coppell, Texas	$778K	+$738K	2	0.71%	New
2993	SIM Sadoff Investment Management Milwaukee, Wisconsin	$776K	+$12.8K	2	0.07%	Increased
2994	BC Banced Corp Edwardsville, Illinois	$772K	-$18.1K	2	1.41%	Reduced
2995	CA Continuum Advisory Eagle, Idaho	$772K	+$732K	2	0.93%	New
2996	KCM Karp Capital Management Sausalito, California	$768K	-$2.12M	1	0.43%	Reduced
2997	CWM Catamount Wealth Management Westport, Connecticut	$766K	-$4.7K	6	0.52%	Reduced
2998	SHJ Sharkey, Howes & Javer Denver, Colorado	$762K	+$192	6	0.4%	Increased
2999	FA Fortis Advisors Wayne, Pennsylvania	$760K	+$275K	1	0.69%	Increased
3000	CHJWM Carlton Hofferkamp & Jenks Wealth Management The Woodlands, Texas	$758K	-$65.9K	1	0.53%	Reduced