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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	UWPG Ullmann Wealth Partners Group Jacksonville Beach, Florida	$218K	-$101K	1	0.15%	Reduced
3477	Mather Group Chicago, Illinois	$216K	+$222K	1	0.02%	New
3478	PC Permanens Capital New York	$215K	+$198K	1	0.09%	New
3479	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$215K	+$66.2K	5	0.89%	Increased
3480	PWS Paragon Wealth Strategies Jacksonville, Florida	$213K	+$214K	1	0.18%	New
3481	ABA American Beacon Advisors Irving, Texas	$211K	-$125K	2	2.24%	Reduced
3482	CBOR Community Bank of Raymore Raymore, Missouri	$211K	+$212K	1	0.08%	New
3483	FF Francis Financial	$211K	+$212K	1	0.48%	New
3484	MAP Milestone Advisory Partners Southern Pines, North Carolina	$210K	-$43.7K	1	0.16%	Reduced
3485	RT Reliance Trust Atlanta, Georgia	$210K	-$14.4K	1	4.33%	Reduced
3486	FMP Financial Management Professionals Austin, Texas	$209K	-$54.8K	12	0.11%	Reduced
3487	VEA Virtus ETF Advisers New York	$209K	+$60.9K	7	0.18%	Increased
3488	SWM Shakespeare Wealth Management Pewaukee, Wisconsin	$208K	+$214K	1	0.18%	New
3489	CI Chartist Inc Seal Beach, California	$207K	+$208K	1	0.1%	New
3490	GP Galileo PTC Road Town, Tortola, British Virgin Islands	$207K	+$200K	1	100%	New
3491	NF Nikulski Financial Bettendorf, Iowa	$205K	+$206K	1	0.2%	New
3492	Financial Engines Advisors Santa Clara, California	$201K	-$898K	2	0.01%	Reduced
3493	PI Pachira Investments Dana Point, California	$201K	+$201K	1	0.17%	New
3494	Peconic Partners New York	$197K	+$191K	1	0.04%	New
3495	PAM PVG Asset Management Golden, Colorado	$191K	-$3.61M	1	0.11%	Reduced
3496	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$188K	-$52.2K	6	0.1%	Reduced
3497	WCM Wealthcare Capital Management Richmond, Virginia	$185K	-$1.28K	6	0.02%	Reduced
3498	SIS Sound Income Strategies Ft Lauderdale, Florida	$181K	+$10.6K	9	0.12%	Increased
3499	LYV Live Your Vision West Conshohocken, Pennsylvania	$174K	+$366	4	0.06%	Increased
3500	BCP Berylson Capital Partners Boston, Massachusetts	$171K	$0	1	0.49%	Maintained