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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
3701	SDWMA Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania	$447K	$0	1	0.17%	Maintained
3702	FFG Ford Financial Group Fresno, California	$446K	-$1.64K	1	0.32%	Reduced
3703	BCM Baltimore Capital Management Baltimore, Maryland	$444K	+$411K	1	0.72%	New
3704	HS Horan Securities Cincinnati, United States	$444K	-$6.79K	5	0.47%	Reduced
3705	PFM Probabilities Fund Management White Plains, New York	$439K	-$1.78M	1	1.02%	Reduced
3706	RPG Resource Planning Group Atlanta, Georgia	$437K	$0	1	0.29%	Maintained
3707	FPGK Financial Partners Group (Kansas) Overland Park, Kansas	$430K	+$873	1	0.23%	Increased
3708	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$430K	+$23.9K	1	0.21%	Increased
3709	CFG CKW Financial Group Honolulu, Hawaii	$429K	-$33.5K	4	0.08%	Reduced
3710	Giverny Capital Montreal, Quebec, Canada	$426K	+$378K	1	0.05%	New
3711	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$424K	$0	2	0.25%	Maintained
3712	CM Capital Management Glen Allen, Virginia	$421K	+$395K	2	0.12%	New
3713	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$421K	-$1.58M	1	0.05%	Reduced
3714	ICM Ionic Capital Management New York	$418K	-$10.6M	1	0.07%	Reduced
3715	BRA Biechele Royce Advisors Fishers, Indiana	$417K	$0	1	0.27%	Maintained
3716	JAM Jolley Asset Management Rocky Mount, North Carolina	$413K	-$3.55M	1	0.3%	Reduced
3717	TFA TPG Financial Advisors Portland, Oregon	$411K	$0	1	0.4%	Maintained
3718	SAS Stelac Advisory Services New York	$406K	$0	3	0.2%	Maintained
3719	CBOR Community Bank of Raymore Raymore, Missouri	$405K	+$43.1K	1	0.13%	Increased
3720	ODG O'Dell Group Cincinnati, Ohio	$405K	+$126K	1	0.26%	Increased
3721	WIC Water Island Capital New York	$396K	+$360K	2	0.02%	New
3722	JWM JFG Wealth Management Denver, Colorado	$395K	-$588K	1	0.33%	Reduced
3723	AH Allen Holding New York	$394K	+$365K	1	0.07%	New
3724	BSAM Blue Sky Asset Management Greenwood Village, Colorado	$393K	-$202K	4	0.9%	Reduced
3725	PA Prism Advisors Studio City, California	$393K	+$94.3K	1	0.23%	Increased