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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
3676	WPSG Wealth & Pension Services Group Atlanta, Georgia	$427K	+$1.39K	1	0.38%	Increased
3677	OBWP O'Brien Wealth Partners Waltham, Massachusetts	$421K	-$389K	2	0.29%	Reduced
3678	NWA New World Advisors Hingham, Massachusetts	$418K	+$463K	2	0.35%	New
3679	WP Wedgewood Partners St Louis, Missouri	$416K	-$16.9K	1	0.03%	Reduced
3680	IF Ironwood Financial Tucson, Arizona	$413K	+$37.1K	10	0.23%	Increased
3681	NVIM New Vernon Investment Management Highland Park, Illinois	$411K	-$1.12M	1	1.19%	Reduced
3682	HWM Highwater Wealth Management Glendale, Colorado	$410K	-$26.4M	1	1.91%	Reduced
3683	SAS Stelac Advisory Services New York	$406K	-$259K	3	0.2%	Reduced
3684	GSIS Global Strategic Investment Solutions Scottsdale, Arizona	$400K	+$422K	1	0.34%	New
3685	ECM EII Capital Management New York	$395K	$0	3	0.22%	Maintained
3686	HAC Harbor Advisory Corp Portsmouth, New Hampshire	$395K	-$266K	1	0.39%	Reduced
3687	BRA Biechele Royce Advisors Fishers, Indiana	$391K	$0	1	0.28%	Maintained
3688	HCA Heck Capital Advisors Rhinelander, Wisconsin	$391K	-$6.37K	1	0.14%	Reduced
3689	HS Horan Securities Cincinnati, United States	$390K	+$41.3K	5	0.46%	Increased
3690	GU Georgetown University Washington, District of Columbia	$389K	+$389K	1	0.71%	New
3691	CFG CKW Financial Group Honolulu, Hawaii	$388K	-$20.9K	5	0.09%	Reduced
3692	FFG Ford Financial Group Fresno, California	$386K	+$407K	1	0.29%	New
3693	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$385K	-$444K	1	0%	Reduced
3694	SDWMA Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania	$385K	-$39.6K	1	0.17%	Reduced
3695	RPG Resource Planning Group Atlanta, Georgia	$376K	+$1.18K	1	0.28%	Increased
3696	SPI Santori & Peters Inc Canonsburg, Pennsylvania	$376K	+$45.1K	1	0.33%	Increased
3697	BFG Barber Financial Group Lenexa, Kansas	$374K	-$1.93K	1	0.08%	Reduced
3698	GA Geller Advisors New York	$374K	$0	1	0.17%	Maintained
3699	FPGK Financial Partners Group (Kansas) Overland Park, Kansas	$369K	+$214	1	0.24%	Increased
3700	DPI Diversified Portfolios Inc Bloomfield Hills, Michigan	$365K	+$42.8K	1	0.23%	Increased