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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
3526	RPG Risk Paradigm Group Austin, Texas	$113K	-$353K	1	0.22%	Reduced
3527	Financial Engines Advisors Santa Clara, California	$106K	-$109K	4	0%	Reduced
3528	Balentine LLC Atlanta, Georgia	$105K	+$96.7K	3	0.01%	Increased
3529	GWA Guidant Wealth Advisors Palatine, Illinois	$104K	+$2.37K	10	0.05%	Increased
3530	PSC Piper Sandler & Co Minneapolis, Minnesota	$103K	+$110K	1	0.07%	New
3531	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$101K	$0	1	0%	Maintained
3532	KC KHP Capital Tulsa, Oklahoma	$91K	$0	4	0.06%	Maintained
3533	IAS INR Advisory Services Media, Pennsylvania	$86K	+$56.7K	2	0.01%	Increased
3534	OHS Odey Holdings (Switzerland) Zurich, Switzerland, Switzerland	$76K	-$31.9K	1	4.96%	Reduced
3535	MIM Macroview Investment Management Bethesda, Maryland	$74K	+$15.2K	10	0.26%	Increased
3536	Sageworth Trust Lancaster, Pennsylvania	$74K	-$51K	2	0.01%	Reduced
3537	BC Barnett & Company Chattanooga, Tennessee	$65K	+$2.33K	1	0.03%	Increased
3538	TCA Teewinot Capital Advisers New York	$60K	$0	1	0.02%	Maintained
3539	First Command Advisory Services Fort Worth, Texas	$50K	+$51.2K	2	0%	Increased
3540	RG Redmile Group San Francisco, California	$43K	-$9.42M	1	0%	Reduced
3541	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$39K	+$3.9K	5	0.01%	Increased
3542	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$31K	$0	2	0.02%	Maintained
3543	HP Harvey Partners Tarrytown, New York	$27K	-$718K	1	0.04%	Reduced
3544	TCM Tanaka Capital Management New York	$25K	-$1.72K	1	0.06%	Reduced
3545	AWA Artemis Wealth Advisors New York	$21.8K	$0	1	0.02%	Maintained
3546	Tortoise Capital Advisors Overland Park, Kansas	$20K	-$217	3	0%	Reduced
3547	LGWM Litman Gregory Wealth Management Larkspur, California	$15K	-$303K	2	0.01%	Reduced
3548	DPA Delphi Private Advisors San Diego, California	$14K	$0	1	0.05%	Maintained
3549	TODC Trustees of Dartmouth College Hanover, New Hampshire	$9K	$0	1	0.01%	Maintained
3550	SCM Stumpf Capital Management Scottsdale, Arizona	$8K	$0	1	0.01%	Maintained