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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	KFS Kelly Financial Services Braintree, Massachusetts	$1.17M	+$1.09M	17	1.31%	New
3502	OIWM OptiFour Integrated Wealth Management Mc Lean, Virginia	$1.17M	+$123K	3	0.96%	Increased
3503	Pure Financial Advisors San Diego, California	$1.17M	+$65.6K	1	0.22%	Increased
3504	PWM PRW Wealth Management Quincy, Massachusetts	$1.16M	-$88.1K	36	1.08%	Reduced
3505	BFWA Benchmark Financial Wealth Advisors Boca Raton, Florida	$1.16M	+$65.5K	2	1.21%	Increased
3506	PAWC P.A.W. Capital Greenwich, Connecticut	$1.15M	$0	2	1.14%	Maintained
3507	ARG Advisory Resource Group Tulsa, Oklahoma	$1.15M	+$28.1K	2	0.64%	Increased
3508	RF RHS Financial San Francisco, California	$1.14M	-$105K	3	1.48%	Reduced
3509	WA WP Advisors San Francisco, California	$1.14M	+$1.15M	6	1.24%	New
3510	SMH Sanders Morris Harris Houston, Texas	$1.13M	+$244K	3	0.55%	Increased
3511	SPL Smart Portfolios LLC Seattle, Washington	$1.13M	+$19.4K	11	0.96%	Increased
3512	SA SRH Advisors Salina, Kansas	$1.13M	+$818	8	4%	Increased
3513	EFL ERn Financial LLC Middleton, Wisconsin	$1.12M	+$12.2K	2	0.67%	Increased
3514	EIA Eldridge Investment Advisors Manchester, New Hampshire	$1.11M	+$226K	2	0.6%	Increased
3515	MAM Marquette Asset Management Minneapolis, Minnesota	$1.11M	+$678K	13	0.37%	Increased
3516	NCM Next Capital Management New York	$1.11M	+$20.2K	11	0.94%	Increased
3517	SCM Smith Capital Management Little Rock, Arkansas	$1.1M	-$6.55M	3	0.86%	Reduced
3518	PCMC Private Capital Management (Colorado) Denver, Colorado	$1.1M	+$90.6K	1	0.82%	Increased
3519	MWA MFA Wealth Advisors Pittsburgh, Pennsylvania	$1.09M	+$38.3K	1	0.72%	Increased
3520	AIC Ayalon Insurance Company Ramat Gan, Israel	$1.09M	$0	2	0.78%	Maintained
3521	CWM CCG Wealth Management San Diego, California	$1.09M	-$392K	1	0.87%	Reduced
3522	GWI Grace & White Inc Ny, New York	$1.08M	$0	1	0.26%	Maintained
3523	LDFR Lehman & Derafelo Financial Resources Media, Pennsylvania	$1.08M	+$208K	3	0.47%	Increased
3524	SIA Strategic Investment Advisors Farmington Hills, Michigan	$1.06M	-$236K	1	0.73%	Reduced
3525	PC Pecaut & Co Sioux City, Iowa	$1.06M	$0	1	0.73%	Maintained