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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
3051	FHB First Hawaiian Bank Honolulu, Hawaii	$2.27M	-$137K	5	0.29%	Reduced
3052	ALIONA Allianz Life Insurance of North America Minneapolis, Minnesota	$2.26M	+$673K	5	2.68%	Increased
3053	I2I Insight 2811 Inc Chicago, Illinois	$2.26M	+$193K	3	1.57%	Increased
3054	AGUR Provident & Training Funds Management Tel Aviv, Israel	$2.26M	-$1.24M	1	12.02%	Reduced
3055	CRIG Charter Research & Investment Group Southport, Connecticut	$2.25M	$0	5	2.59%	Maintained
3056	REMPR Roof Eidam Maycock Peralta (REMP) San Francisco, California	$2.25M	+$922K	4	1.05%	Increased
3057	SI Sapience Investments Newport Beach, California	$2.24M	-$556K	1	0.3%	Reduced
3058	RW REDW Wealth Albuquerque, New Mexico	$2.24M	-$217K	2	1.6%	Reduced
3059	WAAG Wealth Alliance Advisory Group Wichita, Kansas	$2.24M	+$524K	2	1.23%	Increased
3060	AWS AJ Wealth Strategies New York	$2.23M	+$263K	2	0.46%	Increased
3061	CA Centerpoint Advisors Needham, Massachusetts	$2.22M	+$7.01K	12	1.86%	Increased
3062	NorthRock Partners Minneapolis, Minnesota	$2.21M	+$301K	3	0.75%	Increased
3063	GFP Gryphon Financial Partners Columbus, Ohio	$2.2M	-$144K	29	0.99%	Reduced
3064	WA WealthTrust-Arizona Scottsdale, Arizona	$2.19M	-$95.2K	25	1.13%	Reduced
3065	NC NewSquare Capital Newtown Square, Pennsylvania	$2.18M	+$550K	7	0.44%	Increased
3066	HCM HM Capital Management Clayton, Missouri	$2.17M	+$42.7K	1	1.67%	Increased
3067	ACM Armbruster Capital Management Pittsford, New York	$2.17M	-$566K	2	1.02%	Reduced
3068	BIM Beach Investment Management West Conshohocken, Pennsylvania	$2.17M	$0	1	3.58%	Maintained
3069	SCG Sonata Capital Group Seattle, Washington	$2.17M	+$39.4K	1	1.56%	Increased
3070	Valmark Advisers Akron, Ohio	$2.16M	+$19K	4	0.05%	Increased
3071	GIM Greenwich Investment Management Norwalk, Connecticut	$2.15M	+$2.12M	1	2.22%	New
3072	VR Viridian RIA Bothell, Washington	$2.14M	-$1.03M	3	1.05%	Reduced
3073	11A 10-15 Associates Goshen, New York	$2.14M	+$153K	3	0.48%	Increased
3074	EML Eos Management LP New York	$2.13M	$0	1	0.52%	Maintained
3075	CFA Cahill Financial Advisors Edina, Minnesota	$2.12M	-$54.6K	3	0.98%	Reduced