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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	FMP Financial Management Professionals Austin, Texas	$308K	-$5.4K	11	0.14%	Reduced
3127	FIG FundX Investment Group San Francisco, California	$308K	-$6.33K	1	0.13%	Reduced
3128	ACM Alethea Capital Management Mercer Island, Washington	$303K	+$61.8K	1	0.34%	Increased
3129	FIMG Financial & Investment Management Group Traverse City, Michigan	$303K	+$2.41K	1	0.11%	Increased
3130	HRT Financial New York	$302K	-$204K	1	0.48%	Reduced
3131	IGGA Iron Gate Global Advisors Nsl, Utah	$296K	+$295K	1	0.33%	New
3132	BCM Breithorn Capital Management New York	$291K	-$12.7K	1	0.21%	Reduced
3133	CCM Corsair Capital Management New York	$291K	-$578K	1	0.05%	Reduced
3134	BOTOTLSJU Board of Trustees of The Leland Stanford Junior University Redwood City, California	$289K	-$14.4K	1	0.03%	Reduced
3135	VCP Valtura Capital Partners New York	$288K	-$4.44M	1	1.4%	Reduced
3136	SCA Sippican Capital Advisors Boston, Massachusetts	$283K	$0	1	0.31%	Maintained
3137	BO Bach Option Wanchai, Hong Kong	$282K	+$281K	1	0.27%	New
3138	OTC Opera Trading Capital Paris, France	$279K	+$273K	4	0.05%	Increased
3139	PFG Piershale Financial Group Barrington, Illinois	$279K	$0	1	0.18%	Maintained
3140	OBWP O'Brien Wealth Partners Waltham, Massachusetts	$278K	$0	1	0.15%	Maintained
3141	DLG Daniel L. Goodwin	$276K	$0	1	0.12%	Maintained
3142	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$275K	-$52.8K	5	0.18%	Reduced
3143	IF Ironwood Financial Tucson, Arizona	$270K	$0	5	0.17%	Maintained
3144	Obermeyer Wealth Partners Aspen, Colorado	$264K	+$20.8K	1	0.02%	Increased
3145	KFS Kissinger Financial Services Hunt Valley, Maryland	$263K	-$63.3K	1	0.26%	Reduced
3146	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$255K	$0	1	0.17%	Maintained
3147	CCA Covey Capital Advisors Atlanta, Georgia	$251K	$0	1	0.27%	Maintained
3148	HS Horan Securities Cincinnati, United States	$248K	+$132K	3	0.26%	Increased
3149	DII Domini Impact Investments New York	$243K	$0	1	6.17%	Maintained
3150	LFG LifePlan Financial Group Dayton, Ohio	$242K	$0	1	0.17%	Maintained