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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
3426	HRT Financial New York	$318K	-$32.8K	1	0.32%	Reduced
3427	CPA Columbia Pacific Advisors Seattle, Washington	$317K	-$392K	1	0.47%	Reduced
3428	FIMG Financial & Investment Management Group Traverse City, Michigan	$317K	+$2.33K	1	0.11%	Increased
3429	MIC MU Investments Company Tokyo, Japan	$314K	-$123K	6	0.22%	Reduced
3430	BA BCM Advisors Lafayette, Louisiana	$307K	-$126K	1	0.18%	Reduced
3431	SAM Silphium Asset Management London, United Kingdom	$306K	+$303K	1	0.37%	New
3432	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$306K	+$123K	3	0.16%	Increased
3433	CF Corrigan Financial Middletown, Rhode Island	$302K	-$8.61K	1	0.25%	Reduced
3434	GCA Gradient Capital Advisors San Diego, California	$302K	+$290K	1	0.31%	New
3435	AA Apriem Advisors Irvine, California	$294K	-$428K	1	0.07%	Reduced
3436	DPI Diversified Portfolios Inc Bloomfield Hills, Michigan	$290K	-$52K	1	0.16%	Reduced
3437	Larson Financial Group St Louis, Missouri	$288K	+$277K	1	0.24%	New
3438	BWM BigSur Wealth Management Miami, Florida	$286K	+$1.64K	1	0.28%	Increased
3439	RRC Relaxing Retirement Coach Wellesley, Massachusetts	$286K	+$283K	1	0.09%	New
3440	HS Horan Securities Cincinnati, United States	$284K	-$5.94K	3	0.26%	Reduced
3441	KTM Keeler Thomas Management Orem, Utah	$284K	+$280K	4	0.26%	New
3442	NI NFC Investments Memphis, Tennessee	$281K	$0	1	0.1%	Maintained
3443	IF Ironwood Financial Tucson, Arizona	$278K	$0	5	0.17%	Maintained
3444	PW Price Wealth Austin, Texas	$277K	+$282K	13	0.18%	New
3445	FPGK Financial Partners Group (Kansas) Overland Park, Kansas	$276K	+$264K	1	0.22%	New
3446	TCM Towercrest Capital Management Newtown, Pennsylvania	$276K	+$4.68K	1	0.2%	Increased
3447	FRM Foundation Resource Management Little Rock, Arkansas	$275K	$0	1	0.05%	Maintained
3448	FIM Farmhouse Investment Management Greenbrae, California	$273K	-$1.73M	1	0.17%	Reduced
3449	ACM Avalon Capital Management Port Of Redwood City, California	$269K	-$11K	1	0.24%	Reduced
3450	CP Corbenic Partners Bethlehem, Pennsylvania	$268K	-$10.9K	3	0.34%	Reduced