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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	CM Cornerstone Management Duluth, Georgia	$848K	-$51K	1	0.49%	Reduced
3302	SPL Smart Portfolios LLC Seattle, Washington	$848K	-$19.4K	2	0.56%	Reduced
3303	AIC Ayalon Insurance Company Ramat Gan, Israel	$842K	$0	1	0.71%	Maintained
3304	WCM Wallace Capital Management Dallas, Texas	$840K	$0	2	0.11%	Maintained
3305	CPR CSU Producer Resources Fairfield, Ohio	$838K	$0	1	3.51%	Maintained
3306	AIA Arbor Investment Advisors Winston Salem, North Carolina	$836K	$0	2	0.33%	Maintained
3307	DII Domini Impact Investments New York	$836K	$0	3	14.41%	Maintained
3308	GA Geller Advisors New York	$836K	$0	1	0.36%	Maintained
3309	WA WP Advisors San Francisco, California	$835K	+$831K	7	0.79%	New
3310	FCM Ferox Capital Management London, United Kingdom	$833K	$0	1	0.65%	Maintained
3311	KFA Kabarec Financial Advisors Palatine, Illinois	$825K	+$156K	2	0.63%	Increased
3312	TH Timber Hill Greenwich, Connecticut	$821K	-$8.31M	1	0.81%	Reduced
3313	ML McAdam LLC Philadelphia, Pennsylvania	$819K	-$64.8K	16	0.33%	Reduced
3314	NVIM New Vernon Investment Management Highland Park, Illinois	$813K	$0	1	0.93%	Maintained
3315	AIP Ahrens Investment Partners Lafayette, Louisiana	$807K	-$66.1K	1	0.34%	Reduced
3316	Altshuler Shaham Tel Aviv, Israel	$797K	-$7.35M	8	0.07%	Reduced
3317	LFG LifePlan Financial Group Dayton, Ohio	$796K	+$9.57K	13	0.44%	Increased
3318	PCI Pacifica Capital Investments Leander, Texas	$788K	$0	2	0.45%	Maintained
3319	DSN D. Scott Neal Lexington, Kentucky	$781K	-$120K	5	0.44%	Reduced
3320	Allstate Corporation Northbrook, Illinois	$780K	+$176K	1	0.04%	Increased
3321	CG Corundum Group Colorado Springs, Colorado	$780K	-$4.23K	2	0.96%	Reduced
3322	CreativeOne Wealth Overland Park, Kansas	$777K	-$13.1K	1	0.33%	Reduced
3323	RAM Riggs Asset Management Dallas, Pennsylvania	$777K	$0	7	0.34%	Maintained
3324	BFPW BOK Financial Private Wealth Denver, Colorado	$776K	-$1.68M	1	0.13%	Reduced
3325	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$772K	+$310K	2	0.12%	Increased