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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
3451	B Bridgeworth Birmingham, Alabama	$267K	+$265K	1	0.23%	New
3452	TB Terril Brothers St. Louis, Missouri	$266K	+$264K	1	0.08%	New
3453	SAS Stelac Advisory Services New York	$264K	-$6.32K	1	0.11%	Reduced
3454	BWM Brickley Wealth Management San Mateo, California	$263K	+$252K	1	0.14%	New
3455	LFG LifePlan Financial Group Dayton, Ohio	$261K	$0	1	0.17%	Maintained
3456	CCA Conservest Capital Advisors Wynnewood, Pennsylvania	$259K	-$336K	1	0.05%	Reduced
3457	OBWP O'Brien Wealth Partners Waltham, Massachusetts	$259K	-$18K	1	0.16%	Reduced
3458	OA Opes Advisors Cupertino, California	$259K	+$248K	1	0.18%	New
3459	HM Harvest Management New York	$257K	+$260K	1	0.17%	New
3460	OC Oakmont Corp Los Angeles, California	$257K	$0	1	0.04%	Maintained
3461	PP Pension Partners New York	$257K	$0	1	0.16%	Maintained
3462	FFG Ford Financial Group Fresno, California	$256K	+$248K	17	0.19%	New
3463	OAJ Ogorek Anthony Joseph Williamsville, New York	$253K	+$88.1K	8	0.21%	Increased
3464	FMP Financial Management Professionals Austin, Texas	$247K	-$26.9K	12	0.1%	Reduced
3465	TI Telemetry Investments New York	$246K	-$883K	1	0.09%	Reduced
3466	PFG Piershale Financial Group Barrington, Illinois	$245K	$0	1	0.13%	Maintained
3467	BJ Brouwer & Janachowski Mill Valley, California	$238K	-$25K	1	0.04%	Reduced
3468	MAP Milestone Advisory Partners Southern Pines, North Carolina	$238K	+$228K	1	0.18%	New
3469	CCA Covey Capital Advisors Atlanta, Georgia	$236K	$0	1	0.31%	Maintained
3470	FPIS Financial Planning & Information Services De Pere, Wisconsin	$235K	$0	1	0.08%	Maintained
3471	ALIONA Allianz Life Insurance of North America Minneapolis, Minnesota	$233K	-$36.1K	1	0.51%	Reduced
3472	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$233K	-$55.8K	5	0.12%	Reduced
3473	NEIRG New England Investment & Retirement Group North Andover, Massachusetts	$230K	$0	1	0.12%	Maintained
3474	SDWMA Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania	$228K	+$218K	1	0.13%	New
3475	CCM Colorado Capital Management Boulder, Colorado	$225K	+$216K	1	0.16%	New