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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	MCIA Mountain Capital Investment Advisors Westminster, Colorado	$212K	+$11.3K	1	0.21%	Increased
3502	VEA Virtus ETF Advisers New York	$212K	-$4.07K	7	0.19%	Reduced
3503	Whitebox Advisors Minneapolis, Minnesota	$211K	+$187K	1	0.01%	New
3504	HCIA Hochman Cole Investment Advisors Deerfield, Illinois	$210K	+$219K	1	0.14%	New
3505	SIS Sound Income Strategies Ft Lauderdale, Florida	$209K	+$18.4K	11	0.12%	Increased
3506	Regents of the University of California Oakland, California	$208K	-$2M	1	0.54%	Reduced
3507	G GenTrust Miami, Florida	$207K	+$204K	1	0.03%	New
3508	PD Planning Directions Glen Mills, Pennsylvania	$206K	-$139K	1	0.2%	Reduced
3509	HM Harvest Management New York	$205K	+$191K	1	0.13%	New
3510	PWG Private Wealth Group Tampa, Florida	$202K	+$190K	1	0.19%	New
3511	BPGAM BTG Pactual Global Asset Management Hamilton, Bermuda	$200K	+$209K	1	0.06%	New
3512	Peconic Partners New York	$198K	$0	1	0.04%	Maintained
3513	BCP Berylson Capital Partners Boston, Massachusetts	$195K	$0	1	0.24%	Maintained
3514	WCM Wealthcare Capital Management Richmond, Virginia	$194K	+$4.98K	6	0.02%	Increased
3515	SG StepStone Group La Jolla, California	$186K	-$3.19M	1	0.2%	Reduced
3516	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$171K	-$17.6K	6	0.08%	Reduced
3517	AIA Arcadia Investment Advisors Eagle, Idaho	$170K	$0	2	0.13%	Maintained
3518	TD Ameritrade Investment Management Omaha, Nebraska	$168K	+$167K	14	0%	New
3519	OBWP O'Brien Wealth Partners Waltham, Massachusetts	$163K	-$327K	2	0.12%	Reduced
3520	BSG Black Swift Group Boulder, Colorado	$159K	+$151K	1	0.07%	New
3521	EAM Exane Asset Management Paris, France	$156K	+$60.9K	3	0.07%	Increased
3522	HCA Heck Capital Advisors Rhinelander, Wisconsin	$150K	+$152K	1	0.05%	New
3523	Rothschild & Co Wealth Management (UK) London, United Kingdom	$143K	+$142K	2	0%	New
3524	Krane Funds Advisors New York	$132K	+$2.94K	1	0.01%	Increased
3525	AWM Avondale Wealth Management West Lake Hills, Texas	$115K	$0	5	0.1%	Maintained