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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	FDS First Dallas Securities Dallas, Texas	$381K	+$362K	1	0.24%	New
3452	KIC Keating Investment Counselors Delray Beach, Florida	$381K	-$420K	1	0.16%	Reduced
3453	SPI Santori & Peters Inc Canonsburg, Pennsylvania	$375K	+$46.1K	1	0.29%	Increased
3454	HS Horan Securities Cincinnati, United States	$372K	-$15.7K	4	0.36%	Reduced
3455	XSC X-Square Capital Guaynabo, Puerto Rico	$371K	-$10.8K	1	0.25%	Reduced
3456	CWM Capital Wealth Management W. Warwick, Rhode Island	$366K	$0	1	0.32%	Maintained
3457	DPI Diversified Portfolios Inc Bloomfield Hills, Michigan	$365K	$0	1	0.2%	Maintained
3458	TC TradeLink Capital Chicago, Illinois	$361K	+$116K	1	1.58%	Increased
3459	GF Goodman Financial Houston, Texas	$356K	$0	1	0.17%	Maintained
3460	MAM Marquette Asset Management Minneapolis, Minnesota	$356K	+$70.2K	1	0.11%	Increased
3461	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$356K	$0	2	0.2%	Maintained
3462	FHAM Folger Hill Asset Management New York	$351K	+$287K	1	2.12%	New
3463	CBOR Community Bank of Raymore Raymore, Missouri	$348K	+$24.9K	1	0.11%	Increased
3464	PP Pension Partners New York	$343K	$0	1	0.28%	Maintained
3465	DSN D. Scott Neal Lexington, Kentucky	$338K	-$470K	1	0.17%	Reduced
3466	NEPPG New England Professional Planning Group Westerly, Rhode Island	$338K	+$320K	1	0.39%	New
3467	BA Ballew Advisors Jackson, Mississippi	$336K	+$57K	11	0.31%	Increased
3468	WVP Worth Venture Partners Fort Lee, New Jersey	$324K	+$305K	1	0.24%	New
3469	ZP Zimmer Partners New York	$321K	-$7.95M	1	0%	Reduced
3470	IPC Invesco Private Capital New York	$320K	-$2.41M	1	0.12%	Reduced
3471	OAJ Ogorek Anthony Joseph Williamsville, New York	$318K	+$108	10	0.23%	Increased
3472	RCG Ruggie Capital Group Tavares, Florida	$318K	-$399K	5	0.21%	Reduced
3473	ACA Ackerman Capital Advisors Dallas, Texas	$312K	+$306K	1	1.08%	New
3474	TB Terril Brothers St. Louis, Missouri	$308K	+$14.7K	1	0.1%	Increased
3475	FPIS Financial Planning & Information Services De Pere, Wisconsin	$307K	-$7.37K	1	0.12%	Reduced