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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
3076	TA TMD & Associates Scottsdale, Arizona	$493K	-$117K	1	0.47%	Reduced
3077	EMB Elefante Mark B	$488K	-$222K	1	3.95%	Reduced
3078	RCA Rex Capital Advisors Providence, Rhode Island	$488K	+$45.8K	1	0.41%	Increased
3079	AIP Almanack Investment Partners Wayne, Pennsylvania	$485K	-$91K	2	0.27%	Reduced
3080	IWA Inspirion Wealth Advisors Libertyville, Illinois	$479K	$0	1	0.26%	Maintained
3081	Orgel Wealth Management Altoona, Wisconsin	$471K	-$3.57K	1	0.17%	Reduced
3082	Pure Financial Advisors San Diego, California	$467K	+$143K	1	0.13%	Increased
3083	Miracle Mile Advisors Los Angeles, California	$464K	-$124K	1	0.09%	Reduced
3084	PS Portfolio Solutions Royal Oak, Michigan	$464K	-$17K	7	0.06%	Reduced
3085	LWA Lowe Wealth Advisors Columbia, Maryland	$462K	+$4.67K	7	0.29%	Increased
3086	PTC Provident Trust Company Waukesha, Wisconsin	$459K	+$34.5K	1	0.02%	Increased
3087	Ritholtz Wealth Management New York	$458K	+$417K	1	0.19%	New
3088	WAM Watermark Asset Management San Ramon, California	$453K	-$29.4K	6	0.2%	Reduced
3089	GA Geller Advisors New York	$441K	$0	1	0.23%	Maintained
3090	TCM TD Capital Management Memphis, Tennessee	$432K	$0	3	0.13%	Maintained
3091	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$431K	-$3.35M	2	4.08%	Reduced
3092	RBC Roble Belko & Company Sewickley, Pennsylvania	$429K	-$62.7K	12	0.21%	Reduced
3093	PCFFS Pacific Center for Financial Services San Ramon, California	$419K	-$93.6K	13	0.28%	Reduced
3094	BFG Bouchey Financial Group Troy, New York	$416K	+$13.8K	1	0.13%	Increased
3095	CCMU Cheyne Capital Management (UK) London, United Kingdom	$415K	-$8.14K	1	0.16%	Reduced
3096	CCA Conservest Capital Advisors Wynnewood, Pennsylvania	$415K	-$25K	2	0.09%	Reduced
3097	NCM New Capital Management Houston, Texas	$414K	$0	7	0.76%	Maintained
3098	CFG CKW Financial Group Honolulu, Hawaii	$397K	-$45.1K	5	0.1%	Reduced
3099	BA BCM Advisors Lafayette, Louisiana	$394K	$0	1	0.25%	Maintained
3100	CAM Concorde Asset Management Ann Arbor, Michigan	$391K	-$316K	1	0.53%	Reduced