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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	CIAN Capstone Investment Advisors (Netherlands) New York	$161K	+$69.9K	1	0.56%	Increased
3177	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$156K	-$38.5K	6	0.02%	Reduced
3178	FPA Fieldpoint Private Advisors New York	$142K	-$1.78M	1	7.34%	Reduced
3179	SAS Stelac Advisory Services New York	$140K	+$26.6K	1	0.05%	Increased
3180	HCA Heck Capital Advisors Rhinelander, Wisconsin	$136K	+$137K	1	0.08%	New
3181	OHS Odey Holdings (Switzerland) Zurich, Switzerland, Switzerland	$123K	+$13.9K	2	8.87%	Increased
3182	EP Edinburgh Partners Edinburgh, United Kingdom	$122K	$0	1	0.03%	Maintained
3183	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$121K	$0	1	0.07%	Maintained
3184	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$112K	-$1K	1	0.01%	Reduced
3185	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$112K	$0	3	0.08%	Maintained
3186	WCM Wealthcare Capital Management Richmond, Virginia	$111K	+$521	5	0.01%	Increased
3187	Advent Capital Management New York	$110K	+$110K	1	0%	New
3188	GWA Guidant Wealth Advisors Palatine, Illinois	$106K	+$83K	5	0.05%	Increased
3189	FCA Florence Capital Advisors New York	$84K	-$3K	2	0.28%	Reduced
3190	ACM Americafirst Capital Management Roseville, California	$78K	+$77.4K	1	0.1%	New
3191	ADGIPS2 AmericaFirst Defensive Growth & Income Portfolio Series 2 Roseville, California	$78K	+$77.4K	1	0.1%	New
3192	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$75K	-$17.5K	6	0.03%	Reduced
3193	BC Barnett & Company Chattanooga, Tennessee	$62K	-$23K	3	0.03%	Reduced
3194	IAS INR Advisory Services Media, Pennsylvania	$40K	-$2.83M	2	0.01%	Reduced
3195	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$39K	$0	4	0.05%	Maintained
3196	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$38K	$0	6	0.02%	Maintained
3197	DPA Delphi Private Advisors San Diego, California	$34K	-$3.63K	3	0.07%	Reduced
3198	EAM Exane Asset Management Paris, France	$25.2K	+$25.9K	1	0.01%	New
3199	MIM Macroview Investment Management Bethesda, Maryland	$21K	+$17.8K	4	0.11%	Increased
3200	TCM Tanaka Capital Management New York	$20K	$0	1	0.05%	Maintained