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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
3501	DPA Delphi Private Advisors San Diego, California	$138K	+$92.4K	3	0.34%	Increased
3502	TI Turner Investments Berwyn, Pennsylvania	$134K	-$3.93M	3	10.47%	Reduced
3503	VEA Virtus ETF Advisers New York	$130K	+$127K	6	0.16%	New
3504	PS Portfolio Solutions Royal Oak, Michigan	$127K	+$11.4K	5	0.02%	Increased
3505	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$112K	+$984	2	0%	Increased
3506	TAM Trust Asset Management Houston, Texas	$112K	$0	1	0.04%	Maintained
3507	KBFS Kohmann Bosshard Financial Services Fairlawn, Ohio	$103K	+$98.4K	1	0.07%	New
3508	AWM Avondale Wealth Management West Lake Hills, Texas	$99K	+$98.1K	5	0.09%	New
3509	AP Advisors Preferred Rockville, Maryland	$95K	+$93.4K	1	0.04%	New
3510	Sageworth Trust Lancaster, Pennsylvania	$88K	+$8.42K	7	0.02%	Increased
3511	FCA Florence Capital Advisors New York	$87K	$0	2	0.09%	Maintained
3512	GWA Guidant Wealth Advisors Palatine, Illinois	$87K	-$38.4K	3	0.04%	Reduced
3513	LGWM Litman Gregory Wealth Management Larkspur, California	$84K	$0	1	0.03%	Maintained
3514	BC Barnett & Company Chattanooga, Tennessee	$55K	$0	1	0.03%	Maintained
3515	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$51K	-$144K	3	0.02%	Reduced
3516	OTC Opera Trading Capital Paris, France	$47K	-$98.1K	6	0.01%	Reduced
3517	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$44K	-$15.2K	3	0.03%	Reduced
3518	SCM Stumpf Capital Management Scottsdale, Arizona	$37K	+$36.5K	1	0.03%	New
3519	IAS INR Advisory Services Media, Pennsylvania	$30K	$0	1	0%	Maintained
3520	Tortoise Capital Advisors Overland Park, Kansas	$27K	+$1.33K	3	0%	Increased
3521	TCM Tanaka Capital Management New York	$23K	$0	1	0.05%	Maintained
3522	CCS Crosspoint Capital Strategies Orinda, California	$22.5K	+$6.24K	2	0.02%	Increased
3523	AWA Artemis Wealth Advisors New York	$18.9K	$0	1	0.02%	Maintained
3524	AGA Accuvest Global Advisors Provo, Utah	$12K	-$213	2	0.01%	Reduced
3525	TODC Trustees of Dartmouth College Hanover, New Hampshire	$6K	+$6.15K	1	0.01%	New