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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	TI Telemetry Investments New York	$301K	-$467K	1	0.14%	Reduced
3477	FIM Farmhouse Investment Management Greenbrae, California	$298K	$0	1	0.16%	Maintained
3478	RGNCM R.G. Niederhoffer Capital Management New York	$297K	-$1.65M	1	1.76%	Reduced
3479	LYV Live Your Vision West Conshohocken, Pennsylvania	$288K	+$5.16K	6	0.09%	Increased
3480	KBFS Kohmann Bosshard Financial Services Fairlawn, Ohio	$285K	$0	2	0.14%	Maintained
3481	VEA Virtus ETF Advisers New York	$283K	+$50.4K	11	0.03%	Increased
3482	JA JVL Associates Wyoming, Michigan	$282K	$0	1	0.27%	Maintained
3483	RRC Relaxing Retirement Coach Wellesley, Massachusetts	$282K	+$272K	1	0.08%	New
3484	BC Barnett & Company Chattanooga, Tennessee	$278K	+$195K	5	0.13%	Increased
3485	PWS Paragon Wealth Strategies Jacksonville, Florida	$277K	+$108	1	0.17%	Increased
3486	IOOF Independent Order of Foresters Toronto, Ontario, Canada	$276K	-$74.8K	1	0.25%	Reduced
3487	SWM Shakespeare Wealth Management Pewaukee, Wisconsin	$276K	$0	1	0.21%	Maintained
3488	EWF Epstein & White Financial San Diego, California	$274K	+$7.05K	1	0.18%	Increased
3489	ACP Aveo Capital Partners Englewood, Colorado	$273K	-$2.32M	1	0.12%	Reduced
3490	FRM Foundation Resource Management Little Rock, Arkansas	$271K	$0	1	0.05%	Maintained
3491	PA Prism Advisors Studio City, California	$270K	$0	1	0.16%	Maintained
3492	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$268K	$0	5	0.17%	Maintained
3493	KFA Kays Financial Advisory Atlanta, Georgia	$267K	-$151K	1	0.06%	Reduced
3494	FMP Financial Management Professionals Austin, Texas	$266K	-$6.18K	13	0.1%	Reduced
3495	PFM Peak Financial Management Wellesley, Massachusetts	$265K	-$14K	1	0.12%	Reduced
3496	SFA Spectrum Financial Alliance Nicholasville, Kentucky	$264K	-$35.6K	4	0.16%	Reduced
3497	CI Chartist Inc Seal Beach, California	$261K	+$1.19K	1	0.11%	Increased
3498	ODG O'Dell Group Cincinnati, Ohio	$260K	-$261K	1	0.17%	Reduced
3499	ABA American Beacon Advisors Irving, Texas	$259K	+$6.01K	2	1.76%	Increased
3500	CCM Colorado Capital Management Boulder, Colorado	$258K	-$55.2K	1	0.19%	Reduced