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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
3551	BFG Bouchey Financial Group Troy, New York	$1M	+$50.8K	1	0.25%	Increased
3552	AC Antara Capital New York	$1M	+$977K	1	0.22%	New
3553	PWM Paulson Wealth Management Wheaton, Illinois	$991K	+$955	2	0.74%	Increased
3554	VCP Vista Capital Partners Portland, Oregon	$989K	-$13.4K	2	0.2%	Reduced
3555	Capula Management Grand Cayman, Cayman Islands	$982K	+$991K	2	0.2%	New
3556	FAG Financial Advisory Group Houston, Texas	$981K	+$103K	1	0.26%	Increased
3557	TCM TD Capital Management Memphis, Tennessee	$975K	+$44.6K	7	0.2%	Increased
3558	HFA Hoover Financial Advisors Malvern, Pennsylvania	$961K	-$4.06K	2	0.88%	Reduced
3559	NFGCM Norman Fields Gottscho Capital Management New York	$958K	+$102K	2	0.48%	Increased
3560	BPGAM BTG Pactual Global Asset Management Hamilton, Bermuda	$952K	+$903K	1	0.24%	New
3561	SMM Stadion Money Management Watkinsville, Georgia	$938K	-$1.21M	1	0.03%	Reduced
3562	WCM Wallace Capital Management Dallas, Texas	$935K	+$5.52K	2	0.12%	Increased
3563	AFA American Financial Advisors Marietta, Georgia	$934K	-$31.1K	1	0.18%	Reduced
3564	ACM AUA Capital Management Camp Hill, Pennsylvania	$931K	$0	7	0.75%	Maintained
3565	SFS Summit Financial Strategies Columbus, Ohio	$928K	-$16.5K	1	0.45%	Reduced
3566	PRC Pearl River Capital Niles, Michigan	$923K	-$1.69M	12	5.89%	Reduced
3567	RAM Riggs Asset Management Dallas, Pennsylvania	$923K	-$27.8K	7	0.52%	Reduced
3568	Check Capital Management Costa Mesa, California	$921K	+$3.81K	1	0.05%	Increased
3569	KWA KCS Wealth Advisory Los Angeles, California	$916K	+$1.36K	3	0.72%	Increased
3570	Advisory Alpha Holland, Michigan	$907K	-$362K	1	0.3%	Reduced
3571	AEPG American Economic Planning Group Warren, New Jersey	$903K	-$80.6K	2	0.27%	Reduced
3572	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$902K	-$4.38M	1	0.06%	Reduced
3573	HP HT Partners Centerbrook, Connecticut	$895K	+$35.2K	1	0.38%	Increased
3574	LAM Lingohr Asset Management Duesseldorf, Germany	$894K	-$1.26M	1	0.88%	Reduced
3575	NS NewDay Solutions Hampton, New Hampshire	$890K	+$833K	1	0.64%	New