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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
3201	BBP Banco BTG Pactual Rio De Janeiro, Brazil	$1.59M	+$482K	4	1.36%	Increased
3202	CHA Cooper/Haims Advisors Victor, New York	$1.59M	+$11K	3	1.1%	Increased
3203	GC Gilbert & Cook West Des Moines, Iowa	$1.59M	-$72.5K	2	0.49%	Reduced
3204	ACP Arcus Capital Partners Atlanta, Georgia	$1.59M	-$111K	3	0.75%	Reduced
3205	TA Tamarack Advisers Carlsbad, California	$1.58M	+$1.75M	1	0.45%	New
3206	AWA Acorn Wealth Advisors Grand Blanc, Michigan	$1.58M	-$246K	2	1.56%	Reduced
3207	MCM MV Capital Management Bethesda, Maryland	$1.57M	+$165K	12	0.39%	Increased
3208	BW Gestao de Investimentos Sao Paulo, Brazil	$1.56M	-$2.87M	1	0.42%	Reduced
3209	EMB Elefante Mark B	$1.56M	-$12.9K	3	6.23%	Reduced
3210	RTS Round Table Services Westfield, New Jersey	$1.55M	+$429K	2	0.53%	Increased
3211	GAM Gould Asset Management Claremont, California	$1.55M	+$50.2K	2	0.62%	Increased
3212	WCM Windsor Capital Management Phoenix, Arizona	$1.54M	+$625K	3	0.7%	Increased
3213	CP Camelot Portfolios Maumee, Ohio	$1.54M	-$413K	2	0.69%	Reduced
3214	DOA D'Orazio & Associates Falls Church, Virginia	$1.53M	+$111K	7	0.56%	Increased
3215	RCC Red Cedar Capital Omaha, Nebraska	$1.51M	$0	5	1.33%	Maintained
3216	CFA Camarda Financial Advisors Fleming Island, Florida	$1.51M	+$211K	6	1.71%	Increased
3217	SCI Stableford Capital II Scottsdale, Arizona	$1.5M	-$147K	3	0.99%	Reduced
3218	GCM Gladius Capital Management Chicago, Illinois	$1.49M	-$1.74M	1	0.14%	Reduced
3219	NWS Newport Wealth Strategies Irvine, California	$1.49M	-$755K	2	1.89%	Reduced
3220	CFD Creative Financial Designs Kokomo, Indiana	$1.48M	+$300K	26	0.85%	Increased
3221	TF TLWM Financial San Antonio, Texas	$1.48M	+$122K	2	0.86%	Increased
3222	EDRIA Edmonds Duncan Registered Investment Advisors Lawrence, Kansas	$1.48M	$0	2	0.6%	Maintained
3223	IGGA Iron Gate Global Advisors Nsl, Utah	$1.47M	+$698K	5	0.96%	Increased
3224	Obermeyer Wealth Partners Aspen, Colorado	$1.47M	+$169K	2	0.12%	Increased
3225	ECM Engine Capital Management New York	$1.46M	-$2.33M	2	1.37%	Reduced