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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	SWM Shakespeare Wealth Management Pewaukee, Wisconsin	$246K	$0	1	0.22%	Maintained
3477	BCM Beryl Capital Management Redondo Beach, California	$245K	+$218K	1	0.08%	New
3478	KLI Kelman-Lazarov Inc Memphis, Tennessee	$244K	$0	1	0.13%	Maintained
3479	KBFS Kohmann Bosshard Financial Services Fairlawn, Ohio	$244K	+$132K	2	0.14%	Increased
3480	Centiva Capital New York	$243K	+$254K	1	0.05%	New
3481	JA JVL Associates Wyoming, Michigan	$243K	$0	1	0.24%	Maintained
3482	MAM Marquette Asset Management Minneapolis, Minnesota	$243K	$0	1	0.08%	Maintained
3483	PCM Peak Capital Management Greenwood Village, Colorado	$241K	+$243K	5	0.15%	New
3484	PFM Peak Financial Management Wellesley, Massachusetts	$241K	+$237K	1	0.11%	New
3485	PWS Paragon Wealth Strategies Jacksonville, Florida	$239K	+$8.34K	1	0.17%	Increased
3486	FMP Financial Management Professionals Austin, Texas	$235K	+$18.1K	13	0.1%	Increased
3487	CM Capital Management Glen Allen, Virginia	$234K	-$246K	1	0.06%	Reduced
3488	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$230K	$0	5	0.15%	Maintained
3489	ABA American Beacon Advisors Irving, Texas	$228K	$0	2	2.1%	Maintained
3490	EWF Epstein & White Financial San Diego, California	$227K	+$225K	1	0.17%	New
3491	PFG Piershale Financial Group Barrington, Illinois	$224K	$0	1	0.12%	Maintained
3492	CI Chartist Inc Seal Beach, California	$224K	+$194	1	0.1%	Increased
3493	BO Bach Option Wanchai, Hong Kong	$222K	+$225K	1	0.11%	New
3494	NF Nikulski Financial Bettendorf, Iowa	$221K	$0	1	0.2%	Maintained
3495	RT Reliance Trust Atlanta, Georgia	$220K	-$6.49K	1	4.83%	Reduced
3496	CFIA Cantor Fitzgerald Investment Advisors New York	$219K	+$206K	1	0.03%	New
3497	Starboard Value New York	$218K	+$235K	1	0.01%	New
3498	PI Pachira Investments Dana Point, California	$217K	$0	1	0.22%	Maintained
3499	TC TradeLink Capital Chicago, Illinois	$216K	+$226K	1	1.04%	New
3500	GP Galileo PTC Road Town, Tortola, British Virgin Islands	$215K	$0	1	100%	Maintained