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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
3151	LFR Lehman Financial Resources Media, Pennsylvania	$235K	$0	1	0.12%	Maintained
3152	SAS Stelac Advisory Services New York	$235K	+$82.2K	1	0.07%	Increased
3153	PFG Piershale Financial Group Barrington, Illinois	$232K	$0	1	0.13%	Maintained
3154	BJ Brouwer & Janachowski Mill Valley, California	$230K	+$11K	1	0.04%	Increased
3155	WSL Western Standard LLC Los Angeles, California	$230K	+$37K	1	0.3%	Increased
3156	FA Financial Advantage Columbia, Maryland	$226K	+$226K	2	0.18%	New
3157	OC Oakmont Corp Los Angeles, California	$223K	$0	1	0.04%	Maintained
3158	PP Pension Partners New York	$223K	$0	1	0.17%	Maintained
3159	MC MIG Capital Newport Beach, California	$214K	+$210K	1	0.03%	New
3160	Valmark Advisers Akron, Ohio	$207K	+$203K	1	0%	New
3161	FPIS Financial Planning & Information Services De Pere, Wisconsin	$205K	+$201K	1	0.07%	New
3162	NEIRG New England Investment & Retirement Group North Andover, Massachusetts	$201K	+$197K	1	0.11%	New
3163	RT Reliance Trust Atlanta, Georgia	$201K	+$197K	1	2.25%	New
3164	HH HWG Holdings Houston, Texas	$195K	-$2.95M	1	0.15%	Reduced
3165	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$195K	+$156K	11	0.22%	Increased
3166	CC Clearline Capital New York	$194K	+$322K	1	0.14%	New
3167	LYV Live Your Vision West Conshohocken, Pennsylvania	$183K	-$13.5K	5	0.07%	Reduced
3168	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$182K	-$1.24K	3	0.08%	Reduced
3169	MIG Mariner Investment Group Harrison, New York	$179K	+$178K	1	0.11%	New
3170	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$166K	+$37.9K	2	0.09%	Increased
3171	OAJ Ogorek Anthony Joseph Williamsville, New York	$155K	+$73	2	0.15%	Increased
3172	MWPCG Measured Wealth Private Client Group Portsmouth, New Hampshire	$136K	+$134K	1	0.19%	New
3173	OHS Odey Holdings (Switzerland) Zurich, Switzerland, Switzerland	$130K	$0	2	8.52%	Maintained
3174	OTC Opera Trading Capital Paris, France	$130K	-$168K	5	0.02%	Reduced
3175	HCA Heck Capital Advisors Rhinelander, Wisconsin	$128K	+$3.86K	1	0.07%	Increased