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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
3176	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$89K	+$10.6K	7	0.03%	Increased
3177	CIAN Capstone Investment Advisors (Netherlands) New York	$85K	+$79.2K	1	0.24%	New
3178	BC Barnett & Company Chattanooga, Tennessee	$82K	-$19.2K	4	0.05%	Reduced
3179	FCA Florence Capital Advisors New York	$80K	$0	3	0.27%	Maintained
3180	PSW Portfolio Strategies (Washington) Tacoma, Washington	$79K	$0	1	0.1%	Maintained
3181	Maven Securities St Helier, Jersey	$76K	$0	1	0.05%	Maintained
3182	NYLT New York Life Trust New York	$74K	-$1.06M	5	3.6%	Reduced
3183	MAS Madden Advisory Services Jacksonville, Florida	$57K	+$53.1K	2	0.04%	New
3184	SP Symmetry Partners Glastonbury, Connecticut	$55K	+$54.6K	2	0.03%	New
3185	OP Oldfield Partners London, United Kingdom	$45K	-$1.42M	1	0%	Reduced
3186	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$41K	$0	6	0.02%	Maintained
3187	DPA Delphi Private Advisors San Diego, California	$38K	-$109K	3	0.07%	Reduced
3188	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$36K	-$43K	4	0.05%	Reduced
3189	OCM Oakview Capital Management Dallas, Texas	$31K	$0	1	0.01%	Maintained
3190	AWA Artemis Wealth Advisors New York	$25.5K	-$8K	2	0.02%	Reduced
3191	GWA Guidant Wealth Advisors Palatine, Illinois	$22K	+$15.7K	3	0.01%	Increased
3192	TCM Tanaka Capital Management New York	$17K	$0	1	0.04%	Maintained
3193	Sageworth Trust Lancaster, Pennsylvania	$16K	$0	1	0%	Maintained
3194	ABFS Appropriate Balance Financial Services Bellevue, Washington	$15.1K	-$1.08M	2	0.76%	Reduced
3195	CIR Clear Investment Research Alpharetta, Georgia	$13K	+$12.9K	1	0.01%	New
3196	Tortoise Capital Advisors Overland Park, Kansas	$13K	$0	1	0%	Maintained
3197	SLF Sun Life Financial Toronto, Ontario, Canada	$11.6K	+$148K	17	0.03%	New
3198	OTC Opera Trading Capital Paris, France	$6K	-$122K	1	0%	Reduced
3199	PC PhiloSmith Capital Stamford, Connecticut	$6K	+$2.26K	1	0%	New
3200	MIM Macroview Investment Management Bethesda, Maryland	$3K	$0	1	0.02%	Maintained