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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
3476	Jefferies Financial Group New York	$225K	+$214K	1	0.02%	New
3477	DWA Divergent Wealth Advisors South Jordan, Utah	$223K	+$221K	1	0.09%	New
3478	NEPPG New England Professional Planning Group Westerly, Rhode Island	$220K	+$208K	1	0.27%	New
3479	CFIA Cantor Fitzgerald Investment Advisors New York	$218K	+$210K	1	0.03%	New
3480	CAM Crestone Asset Management Boulder, Colorado	$216K	+$207K	1	0.11%	New
3481	LI LVZ Inc Holland, Michigan	$215K	+$206K	1	0.06%	New
3482	PA PFG Advisors Phoenix, Arizona	$214K	+$205K	1	0.22%	New
3483	JA JVL Associates Wyoming, Michigan	$211K	+$202K	1	0.21%	New
3484	MAM Marquette Asset Management Minneapolis, Minnesota	$211K	+$202K	1	0.08%	New
3485	PA Prism Advisors Studio City, California	$211K	+$202K	1	0.12%	New
3486	RT Reliance Trust Atlanta, Georgia	$210K	-$19.7K	1	4.36%	Reduced
3487	WCM Wallace Capital Management Dallas, Texas	$210K	+$205K	1	0.03%	New
3488	ODG O'Dell Group Cincinnati, Ohio	$206K	+$198K	1	0.15%	New
3489	MWP Moller Wealth Partners	$205K	+$197K	1	0.08%	New
3490	FCM FJ Capital Management Mclean, Virginia	$201K	-$257K	1	0.03%	Reduced
3491	WCM Wealthcare Capital Management Richmond, Virginia	$179K	+$63.3K	6	0.02%	Increased
3492	LYV Live Your Vision West Conshohocken, Pennsylvania	$176K	-$29.6K	4	0.06%	Reduced
3493	BC Blueport Capital Fort Worth, Texas	$173K	-$287K	1	2.94%	Reduced
3494	SIS Sound Income Strategies Ft Lauderdale, Florida	$168K	+$157K	10	0.11%	New
3495	EAM Exane Asset Management Paris, France	$158K	+$59.1K	2	0.05%	Increased
3496	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$155K	+$151K	5	0.6%	New
3497	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$145K	+$14.8K	4	0.1%	Increased
3498	CCA Cruiser Capital Advisors Stamford, Connecticut	$141K	+$155K	1	0.11%	New
3499	BCP Berylson Capital Partners Boston, Massachusetts	$140K	+$121K	1	0.22%	New
3500	OHS Odey Holdings (Switzerland) Zurich, Switzerland, Switzerland	$140K	$0	2	8.56%	Maintained