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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
3026	PA Parkside Advisors Berkeley, California	$654K	$0	1	0.49%	Maintained
3027	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$653K	-$114K	1	0.19%	Reduced
3028	BWM Bernicke Wealth Management Altoona, Wisconsin	$644K	-$22.1K	1	0.56%	Reduced
3029	PFA Paradigm Financial Advisors Des Peres, Missouri	$635K	-$245K	2	0.35%	Reduced
3030	EMB Elefante Mark B	$630K	+$79.5K	2	7.61%	Increased
3031	Truepoint Inc Cincinnati, Ohio	$626K	+$566K	1	0.07%	New
3032	CA Continental Advisors Park City, Utah	$614K	-$45.3K	1	0.17%	Reduced
3033	FC FCA Corp Houston, Texas	$613K	+$383K	2	0.31%	Increased
3034	KLI Kelman-Lazarov Inc Memphis, Tennessee	$612K	-$37.9K	5	0.35%	Reduced
3035	NFP Narus Financial Partners Salt Lake City, Utah	$611K	+$586K	1	0.64%	New
3036	CP Camelot Portfolios Maumee, Ohio	$598K	-$13.5K	1	0.31%	Reduced
3037	CFD Creative Financial Designs Kokomo, Indiana	$598K	+$588K	22	0.49%	New
3038	SMH Sanders Morris Harris Houston, Texas	$598K	-$224K	2	0.28%	Reduced
3039	FPCM Fox Point Capital Management New York	$597K	+$572K	1	2.2%	New
3040	FWM FFT Wealth Management Philadelphia, Pennsylvania	$591K	+$30.1K	2	0.14%	Increased
3041	RPAM Rhenman & Partners Asset Management Stockholm, Sweden	$591K	+$199K	2	0.11%	Increased
3042	Empirical Finance Havertown, Pennsylvania	$576K	+$551K	19	0.39%	New
3043	IWC Integrated Wealth Counsel Carmel, California	$571K	+$30.1K	4	1.23%	Increased
3044	WDL Well Done LLC Holland, Michigan	$563K	-$98.8K	2	0.21%	Reduced
3045	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$552K	$0	1	0.02%	Maintained
3046	FWSM First Wilshire Securities Management Pasadena, California	$552K	-$210K	2	0.16%	Reduced
3047	LCM Lafitte Capital Management Austin, Texas	$552K	$0	2	0.3%	Maintained
3048	PIM Parker Investment Management Menlo Park, California	$551K	$0	1	0.3%	Maintained
3049	TCM Traynor Capital Management Malvern, Pennsylvania	$548K	-$22.4K	1	0.36%	Reduced
3050	KSA Ken Stern & Associates San Diego, California	$540K	-$72K	1	0.28%	Reduced