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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
3226	PI Parkside Investments Deerfield, Illinois	$1.06M	+$324K	2	0.51%	Increased
3227	RWG Regal Wealth Group Seal Beach, California	$1.05M	+$7.88K	5	0.75%	Increased
3228	ACM AUA Capital Management Camp Hill, Pennsylvania	$1.05M	+$12.3K	8	0.94%	Increased
3229	BI Ballast Inc Lexington, Kentucky	$1.04M	+$1.03M	2	0.88%	New
3230	CCP Centaur Capital Partners Southlake, Texas	$1.04M	-$1.45M	2	1.65%	Reduced
3231	PP PDS Planning Dublin, Ohio	$1.04M	+$1.03M	3	1.05%	New
3232	Financial Engines Advisors Santa Clara, California	$1.04M	-$2.09M	9	0.03%	Reduced
3233	RWA RGT Wealth Advisors Dallas, Texas	$1.03M	+$49.7K	3	0.55%	Increased
3234	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$1.03M	+$348K	1	0.47%	Increased
3235	FFS Founders Financial Securities Towson, Maryland	$1.02M	+$30.7K	1	0.34%	Increased
3236	RQS Ramsey Quantitative Systems Louisville, Kentucky	$1.02M	+$356K	4	1.07%	Increased
3237	CC Claybrook Capital Wellesley, Massachusetts	$1.02M	+$976K	2	0.72%	New
3238	UWM USAdvisors Wealth Management Eden Prairie, Minnesota	$1.01M	+$973K	1	0.87%	New
3239	AIA Arcadia Investment Advisors Eagle, Idaho	$1,000K	+$996K	4	0.85%	New
3240	HP Harbourvest Partners Boston, Massachusetts	$999K	+$958K	1	0.8%	Increased
3241	Truepoint Inc Cincinnati, Ohio	$995K	+$76.2K	2	0.09%	Increased
3242	BWP BSW Wealth Partners Boulder, Colorado	$994K	+$41.4K	2	0.41%	Increased
3243	CM Cornerstone Management Duluth, Georgia	$985K	-$30.5K	1	0.5%	Reduced
3244	AEPG American Economic Planning Group Warren, New Jersey	$970K	+$114K	2	0.36%	Increased
3245	BPCA Bank Pictet & Cie (Asia) Singapore	$968K	+$928K	1	0.42%	New
3246	MIG Mariner Investment Group Harrison, New York	$963K	+$882K	1	0.4%	Increased
3247	BC Banced Corp Edwardsville, Illinois	$961K	-$3.77K	2	1.59%	Reduced
3248	CG Corundum Group Colorado Springs, Colorado	$953K	-$132K	2	1.03%	Reduced
3249	KSCM Kamunting Street Capital Management Miami Beach, Florida	$946K	+$981K	1	0.67%	New
3250	MCMT Moon Capital Management (Tennessee) Knoxville, Tennessee	$945K	+$204K	3	0.97%	Increased