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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
3126	Pure Financial Advisors San Diego, California	$310K	-$2.69K	1	0.09%	Reduced
3127	FMP Financial Management Professionals Austin, Texas	$309K	+$50.2K	11	0.16%	Increased
3128	BOTOTLSJU Board of Trustees of The Leland Stanford Junior University Redwood City, California	$307K	$0	1	0.02%	Maintained
3129	GCM Grisanti Capital Management New York	$286K	+$8.11K	2	0.12%	Increased
3130	NAP New Amsterdam Partners New York	$286K	-$1.24M	1	0.07%	Reduced
3131	NorthRock Partners Minneapolis, Minnesota	$282K	+$1.51M	1	0.12%	Increased
3132	GMA Goldstein Munger & Associates San Ramon, California	$279K	+$281K	1	0.12%	New
3133	PFG Piershale Financial Group Barrington, Illinois	$279K	$0	1	0.18%	Maintained
3134	Rothschild & Co Wealth Management (UK) London, United Kingdom	$272K	+$265K	1	0.01%	New
3135	LWA Lenox Wealth Advisors New York	$268K	-$3.18K	2	0.08%	Reduced
3136	MC MIG Capital Newport Beach, California	$267K	+$269K	1	0.04%	New
3137	DLG Daniel L. Goodwin	$263K	$0	1	0.11%	Maintained
3138	FWM FFT Wealth Management Philadelphia, Pennsylvania	$261K	-$342K	1	0.08%	Reduced
3139	PLP Pleasant Lake Partners Rincon, Puerto Rico	$261K	+$385K	1	3.3%	New
3140	SCA Sippican Capital Advisors Boston, Massachusetts	$260K	$0	1	0.28%	Maintained
3141	CFM Coronation Fund Managers Cape Town, South Africa	$256K	+$239K	1	0.01%	New
3142	IF Ironwood Financial Tucson, Arizona	$244K	-$4.79K	5	0.16%	Reduced
3143	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$244K	$0	1	0.17%	Maintained
3144	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$242K	+$5.81K	3	0.11%	Increased
3145	LFG LifePlan Financial Group Dayton, Ohio	$241K	$0	1	0.17%	Maintained
3146	Empirical Finance Havertown, Pennsylvania	$240K	-$348K	1	0.11%	Reduced
3147	RPG Risk Paradigm Group Austin, Texas	$236K	-$194K	2	0.27%	Reduced
3148	Obermeyer Wealth Partners Aspen, Colorado	$232K	$0	1	0.02%	Maintained
3149	ACM Alethea Capital Management Mercer Island, Washington	$231K	-$2.16M	1	0.28%	Reduced
3150	CCA Covey Capital Advisors Atlanta, Georgia	$223K	+$208K	1	0.12%	New