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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	SFA Spectrum Financial Alliance Nicholasville, Kentucky	$154K	+$162K	2	0.1%	New
3502	PS Portfolio Solutions Royal Oak, Michigan	$148K	+$8.11K	6	0.02%	Increased
3503	AIA Arcadia Investment Advisors Eagle, Idaho	$147K	-$872K	2	0.13%	Reduced
3504	Sageworth Trust Lancaster, Pennsylvania	$130K	+$43.2K	5	0.02%	Increased
3505	CAM Chandler Asset Management San Diego, California	$125K	+$125K	2	0.11%	New
3506	SLF Sun Life Financial Toronto, Ontario, Canada	$114K	-$5.91M	17	1.02%	Reduced
3507	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$111K	-$1K	1	0%	Reduced
3508	KBFS Kohmann Bosshard Financial Services Fairlawn, Ohio	$110K	$0	1	0.07%	Maintained
3509	OHS Odey Holdings (Switzerland) Zurich, Switzerland, Switzerland	$104K	-$32.7K	2	8.22%	Reduced
3510	AWM Avondale Wealth Management West Lake Hills, Texas	$102K	$0	5	0.08%	Maintained
3511	EAM Exane Asset Management Paris, France	$97.1K	-$55.2K	2	0.03%	Reduced
3512	GWA Guidant Wealth Advisors Palatine, Illinois	$96K	+$14.2K	7	0.04%	Increased
3513	KC KHP Capital Tulsa, Oklahoma	$84K	+$82.6K	4	0.06%	New
3514	CFC Coyle Financial Counsel Glenview, Illinois	$66K	+$65.8K	1	0.07%	New
3515	MIM Macroview Investment Management Bethesda, Maryland	$60K	+$59.9K	8	0.21%	Increased
3516	BC Barnett & Company Chattanooga, Tennessee	$58K	$0	1	0.03%	Maintained
3517	TCA Teewinot Capital Advisers New York	$49K	+$94.1K	1	0.02%	New
3518	TAM Trust Asset Management Houston, Texas	$47K	$0	1	0.02%	Maintained
3519	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$34K	-$18.5K	4	0.01%	Reduced
3520	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$31K	-$11.1K	2	0.02%	Reduced
3521	IAS INR Advisory Services Media, Pennsylvania	$30K	$0	1	0%	Maintained
3522	TCM Tanaka Capital Management New York	$22K	$0	1	0.05%	Maintained
3523	AWA Artemis Wealth Advisors New York	$20.2K	$0	1	0.02%	Maintained
3524	Tortoise Capital Advisors Overland Park, Kansas	$18K	-$13.6K	3	0%	Reduced
3525	DPA Delphi Private Advisors San Diego, California	$13K	-$131K	1	0.05%	Reduced