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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	XSC X-Square Capital Guaynabo, Puerto Rico	$527K	+$114K	1	0.34%	Increased
3677	PGA Premia Global Advisors Coral Gables, Florida	$526K	-$3.61M	1	0.82%	Reduced
3678	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$525K	+$18K	4	0.3%	Increased
3679	SIGI Susquehanna International Group (Ireland) Dublin, Ireland	$524K	-$3.31M	1	1.36%	Reduced
3680	KBFS Kohmann Bosshard Financial Services Fairlawn, Ohio	$520K	+$239K	2	0.22%	Increased
3681	A Apoletto Road Town, Tortola, British Virgin Islands	$519K	$0	1	0.72%	Maintained
3682	FPGK Financial Partners Group (Kansas) Overland Park, Kansas	$519K	+$29.6K	1	0.24%	Increased
3683	NF Nikulski Financial Bettendorf, Iowa	$516K	-$219K	2	0.44%	Reduced
3684	TI Telemetry Investments New York	$516K	-$25.4K	2	0.4%	Reduced
3685	RPAM Rhenman & Partners Asset Management Stockholm, Sweden	$510K	-$206K	2	0.06%	Reduced
3686	WP Wedgewood Partners St Louis, Missouri	$506K	-$21.1K	1	0.04%	Reduced
3687	PS Portfolio Strategies Monsey, New York	$505K	-$8.49K	2	0.33%	Reduced
3688	SPI Santori & Peters Inc Canonsburg, Pennsylvania	$502K	+$52.4K	1	0.37%	Increased
3689	PFM Probabilities Fund Management White Plains, New York	$498K	$0	1	1.14%	Maintained
3690	RPG Resource Planning Group Atlanta, Georgia	$496K	-$127	1	0.29%	Reduced
3691	PCM Price Capital Management Lafayette, Louisiana	$495K	+$477K	2	1.15%	New
3692	AWW Alan W. Weber	$494K	$0	1	0.19%	Maintained
3693	PSF Pacific Sun Financial Los Angeles, California	$491K	+$466K	1	0.47%	New
3694	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$489K	-$183K	23	0.63%	Reduced
3695	CCM Colorado Capital Management Boulder, Colorado	$488K	+$119K	1	0.36%	Increased
3696	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$483K	+$59.9K	1	0.04%	Increased
3697	BRA Biechele Royce Advisors Fishers, Indiana	$480K	$0	1	0.32%	Maintained
3698	FFW Fusion Family Wealth Woodbury, New York	$480K	+$250K	3	0.12%	Increased
3699	JAM Jolley Asset Management Rocky Mount, North Carolina	$479K	+$9.01K	1	0.31%	Increased
3700	PA Prism Advisors Studio City, California	$478K	+$29.6K	1	0.27%	Increased