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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	BSAM Blue Sky Asset Management Greenwood Village, Colorado	$256K	-$948K	1	0.21%	Reduced
3502	GWM GSB Wealth Management Guilford, Connecticut	$253K	-$238K	1	1.04%	Reduced
3503	PI Pachira Investments Dana Point, California	$252K	$0	1	0.25%	Maintained
3504	GA Gateway Advisory Westfield, New Jersey	$245K	+$230K	1	0.06%	New
3505	RT Reliance Trust Atlanta, Georgia	$244K	-$10.8K	1	4.83%	Reduced
3506	PFG Piershale Financial Group Barrington, Illinois	$242K	$0	1	0.12%	Maintained
3507	G GenTrust Miami, Florida	$239K	-$1.63K	1	0.04%	Reduced
3508	MCIA Mountain Capital Investment Advisors Westminster, Colorado	$239K	+$8.8K	1	0.23%	Increased
3509	CFIA Cantor Fitzgerald Investment Advisors New York	$236K	$0	1	0.03%	Maintained
3510	JPG Jordan Park Group San Francisco, California	$236K	+$224K	1	0.04%	New
3511	Larson Financial Group St Louis, Missouri	$234K	+$222K	1	0.27%	New
3512	Regents of the University of California Oakland, California	$234K	$0	1	0.46%	Maintained
3513	PA PFG Advisors Phoenix, Arizona	$230K	+$230K	1	0.18%	New
3514	DRW Securities Chicago, Illinois	$229K	+$217K	1	0.01%	New
3515	PWG Private Wealth Group Tampa, Florida	$226K	$0	1	0.23%	Maintained
3516	JC Jentner Corp Akron, Ohio	$224K	+$212K	1	0.19%	New
3517	WCM Wealthcare Capital Management Richmond, Virginia	$220K	-$311	6	0.03%	Reduced
3518	BWM Brickley Wealth Management San Mateo, California	$219K	+$207K	1	0.1%	New
3519	CM Capital Management Glen Allen, Virginia	$217K	-$53.4K	1	0.06%	Reduced
3520	TW Towerpoint Wealth Sacramento, California	$217K	+$206K	1	0.18%	New
3521	SA Sunesis Advisors Overland Park, Kansas	$204K	+$194K	1	0.21%	New
3522	CWSR Chessman Wealth Strategies RIA Dallas, Texas	$194K	+$186K	5	0.17%	New
3523	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$182K	+$884	6	0.09%	Increased
3524	AIA Arcadia Investment Advisors Eagle, Idaho	$178K	-$16.8K	1	0.14%	Reduced
3525	GP Galileo PTC Road Town, Tortola, British Virgin Islands	$178K	$0	1	0.04%	Maintained