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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
3301	EIG Ellenbecker Investment Group Waukesha, Wisconsin	$804K	-$16K	2	0.67%	Reduced
3302	HCM Hudson Capital Management Ramsey, New Jersey	$803K	-$179K	1	0.59%	Reduced
3303	SPL Smart Portfolios LLC Seattle, Washington	$803K	+$806K	2	0.53%	New
3304	WSL Western Standard LLC Los Angeles, California	$799K	$0	1	0.71%	Maintained
3305	WCM Windsor Capital Management Phoenix, Arizona	$792K	-$50.8K	2	0.37%	Reduced
3306	DII Domini Impact Investments New York	$786K	+$210K	3	15.41%	Increased
3307	TA TMD & Associates Scottsdale, Arizona	$778K	+$126K	1	0.67%	Increased
3308	GA Geller Advisors New York	$774K	+$79K	1	0.38%	Increased
3309	BWM Biltmore Wealth Management Tempe, Arizona	$771K	+$219K	2	0.73%	Increased
3310	CWM Cedar Wealth Management Walnut Creek, California	$771K	+$29.2K	3	0.48%	Increased
3311	WCM Wallace Capital Management Dallas, Texas	$770K	+$533K	2	0.11%	Increased
3312	CG Corundum Group Colorado Springs, Colorado	$764K	-$238K	2	0.83%	Reduced
3313	IC Intel Corp Santa Clara, California	$764K	-$8.88M	1	0.12%	Reduced
3314	RAM Riggs Asset Management Dallas, Pennsylvania	$761K	-$33.8K	7	0.31%	Reduced
3315	MGAM McGowan Group Asset Management Dallas, Texas	$755K	-$915	2	0.13%	Reduced
3316	OPWM Oak Point Wealth Management Portage, Michigan	$754K	+$212K	8	0.77%	Increased
3317	RBC Roble Belko & Company Sewickley, Pennsylvania	$754K	+$19.4K	13	0.29%	Increased
3318	KIC Keating Investment Counselors Delray Beach, Florida	$752K	$0	2	0.35%	Maintained
3319	NVIM New Vernon Investment Management Highland Park, Illinois	$752K	$0	1	0.9%	Maintained
3320	BPCA Bank Pictet & Cie (Asia) Singapore	$746K	-$287K	1	0.35%	Reduced
3321	RFO RiverGlades Family Offices Naples, Florida	$745K	+$157K	2	0.59%	Increased
3322	HP Harvey Partners Tarrytown, New York	$742K	-$1.8M	1	1.1%	Reduced
3323	FC FCA Corp Houston, Texas	$734K	$0	2	0.3%	Maintained
3324	MCMT Moon Capital Management (Tennessee) Knoxville, Tennessee	$732K	-$236K	2	0.86%	Reduced
3325	CreativeOne Wealth Overland Park, Kansas	$731K	+$733K	1	0.36%	New