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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	HP Harbourvest Partners Boston, Massachusetts	$128K	-$8.94M	1	0.08%	Reduced
3177	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$118K	$0	3	0.09%	Maintained
3178	GWA Guidant Wealth Advisors Palatine, Illinois	$115K	$0	5	0.08%	Maintained
3179	TAM Trust Asset Management Houston, Texas	$107K	+$107K	1	0.04%	New
3180	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$105K	$0	1	0%	Maintained
3181	PS Portfolio Solutions Royal Oak, Michigan	$105K	-$382K	6	0.01%	Reduced
3182	WCM Wealthcare Capital Management Richmond, Virginia	$105K	-$4.92K	5	0.01%	Reduced
3183	EAM Exane Asset Management Paris, France	$98.8K	+$73.2K	2	0.02%	Increased
3184	SA Springowl Associates New York	$93K	$0	1	0.06%	Maintained
3185	FCA Florence Capital Advisors New York	$84K	$0	2	0.09%	Maintained
3186	FFW Fusion Family Wealth Woodbury, New York	$81K	-$527K	5	0.03%	Reduced
3187	LGWM Litman Gregory Wealth Management Larkspur, California	$80K	+$80.1K	1	0.04%	New
3188	Sageworth Trust Lancaster, Pennsylvania	$75K	-$85K	2	0.01%	Reduced
3189	Hershey Trust Company Hershey, Pennsylvania	$58K	+$56.4K	1	0%	New
3190	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$57K	-$18K	4	0.02%	Reduced
3191	BC Barnett & Company Chattanooga, Tennessee	$48K	-$18K	1	0.02%	Reduced
3192	DPA Delphi Private Advisors San Diego, California	$37K	$0	2	0.11%	Maintained
3193	IAS INR Advisory Services Media, Pennsylvania	$28K	-$10K	1	0%	Reduced
3194	TCM Tanaka Capital Management New York	$21K	$0	1	0.05%	Maintained
3195	Tortoise Capital Advisors Overland Park, Kansas	$20K	$0	1	0%	Maintained
3196	CCS Crosspoint Capital Strategies Orinda, California	$18K	-$3.24M	2	0.01%	Reduced
3197	ABFS Appropriate Balance Financial Services Bellevue, Washington	$16.8K	+$16.2K	2	0.84%	Increased
3198	AWA Artemis Wealth Advisors New York	$16.5K	$0	1	0.01%	Maintained
3199	AGA Accuvest Global Advisors Provo, Utah	$11K	-$510K	2	0.01%	Reduced
3200	KBG Kahn Brothers Group New York	$7.25K	-$477K	1	0%	Reduced