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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	HS Horan Securities Cincinnati, United States	$348K	+$64.8K	3	0.31%	Increased
3427	XSC X-Square Capital Guaynabo, Puerto Rico	$347K	+$4.02K	1	0.37%	Increased
3428	AGM Alpine Global Management New York	$346K	-$4.19M	1	0.08%	Reduced
3429	PD Planning Directions Glen Mills, Pennsylvania	$341K	+$352K	1	0.33%	New
3430	GCA Gradient Capital Advisors San Diego, California	$340K	+$17.5K	1	0.34%	Increased
3431	PA PFG Advisors Phoenix, Arizona	$333K	+$105K	1	0.32%	Increased
3432	SCA Strategic Capital Advisers Denver, Colorado	$328K	$0	1	0.32%	Maintained
3433	ECM EII Capital Management New York	$327K	+$337K	3	0.19%	New
3434	LCM Lafitte Capital Management Austin, Texas	$326K	$0	1	0.13%	Maintained
3435	LFR Lehman Financial Resources Media, Pennsylvania	$324K	-$18.3K	1	0.17%	Reduced
3436	PSF Pacific Sun Financial Los Angeles, California	$322K	-$3.36M	1	0.43%	Reduced
3437	FIMG Financial & Investment Management Group Traverse City, Michigan	$320K	+$2.42K	1	0.1%	Increased
3438	SDWMA Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania	$320K	+$77.2K	1	0.18%	Increased
3439	LGWM Litman Gregory Wealth Management Larkspur, California	$318K	+$226K	9	0.13%	Increased
3440	BA BCM Advisors Lafayette, Louisiana	$316K	+$19.5K	1	0.19%	Increased
3441	BFG Barber Financial Group Lenexa, Kansas	$315K	-$141K	1	0.08%	Reduced
3442	CWM Capital Wealth Management W. Warwick, Rhode Island	$315K	$0	1	0.3%	Maintained
3443	DFIG Dragon Financial & Investment Group San Mateo, California	$314K	+$315K	1	0.28%	New
3444	OAJ Ogorek Anthony Joseph Williamsville, New York	$304K	+$45.8K	10	0.26%	Increased
3445	SCP Silverleafe Capital Partners Germantown, Tennessee	$304K	+$304K	1	0.2%	New
3446	DPI Diversified Portfolios Inc Bloomfield Hills, Michigan	$300K	-$9.69K	1	0.17%	Reduced
3447	FPGK Financial Partners Group (Kansas) Overland Park, Kansas	$299K	+$5.03K	1	0.23%	Increased
3448	GF Goodman Financial Houston, Texas	$298K	-$97.5K	1	0.14%	Reduced
3449	Dynasty Wealth Management St. Petersburg, Florida	$297K	-$269K	1	0.12%	Reduced
3450	TB Terril Brothers St. Louis, Missouri	$297K	+$31.6K	1	0.09%	Increased