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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
3601	EIG Ellenbecker Investment Group Waukesha, Wisconsin	$662K	-$237K	1	0.51%	Reduced
3602	IVAV Index Venture Associates V St. Helier, Channel Islands, Jersey	$660K	$0	1	0.13%	Maintained
3603	Orgel Wealth Management Altoona, Wisconsin	$652K	$0	1	0.2%	Maintained
3604	MWM MorganRosel Wealth Management Highlands Ranch, Colorado	$647K	+$682K	1	0.67%	New
3605	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$645K	-$102K	2	0.21%	Reduced
3606	TCM Towercrest Capital Management Newtown, Pennsylvania	$645K	+$1.07K	1	0.21%	Increased
3607	Advisory Alpha Holland, Michigan	$644K	+$655K	1	0.3%	New
3608	SIM Sadoff Investment Management Milwaukee, Wisconsin	$641K	+$278K	2	0.06%	Increased
3609	HR Hardy Reed Tupelo, Mississippi	$632K	+$666K	1	0.26%	New
3610	FAG Financial Advisory Group Houston, Texas	$630K	+$16.8K	1	0.19%	Increased
3611	EI Ellevest Inc New York	$625K	+$659K	15	0.32%	New
3612	SFWC Strategic Family Wealth Counselors Fairfield, New Jersey	$624K	+$670K	2	0.71%	New
3613	TF Trek Financial Scottsdale, Arizona	$621K	+$654K	1	0.12%	New
3614	WAM Watermark Asset Management San Ramon, California	$619K	+$30.4K	9	0.29%	Increased
3615	PCFFS Pacific Center for Financial Services San Ramon, California	$618K	-$33.9K	14	0.33%	Reduced
3616	LWA Lowe Wealth Advisors Columbia, Maryland	$613K	-$29.9K	10	0.42%	Reduced
3617	DLG Daniel L. Goodwin	$612K	$0	2	0.32%	Maintained
3618	PFA Paradigm Financial Advisors Des Peres, Missouri	$609K	-$10.6K	1	0.27%	Reduced
3619	GI Glovista Investments Jersey City, New Jersey	$606K	-$586K	2	0.17%	Reduced
3620	AFM Anson Funds Management Dallas, Texas	$599K	+$910K	2	0.35%	New
3621	VCP Vista Capital Partners Portland, Oregon	$593K	-$303K	1	0.14%	Reduced
3622	WMRU William Marsh Rice University Houston, Texas	$585K	+$614K	1	0.71%	New
3623	HP HT Partners Centerbrook, Connecticut	$584K	+$64.2K	1	0.28%	Increased
3624	IDA Intelligence Driven Advisers Carlsbad, California	$582K	+$629K	2	0.37%	New
3625	RPAM Rhenman & Partners Asset Management Stockholm, Sweden	$573K	$0	2	0.07%	Maintained