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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
3726	SM SG3 Management Dorado, Puerto Rico	$274K	-$11.9M	1	0.07%	Reduced
3727	TAM Taylor Asset Management Toronto, Ontario, Canada	$273K	-$2.01M	1	0.18%	Reduced
3728	FPIS Financial Planning & Information Services De Pere, Wisconsin	$272K	$0	1	0.13%	Maintained
3729	DSA Droms Strauss Advisors St. Louis, Missouri	$269K	+$283K	1	0.25%	New
3730	DK Darrell & King Charlottesville, Virginia	$265K	-$64.5M	1	0.05%	Reduced
3731	CF Corrigan Financial Middletown, Rhode Island	$264K	-$236K	1	0.21%	Reduced
3732	DSN D. Scott Neal Lexington, Kentucky	$262K	+$9K	1	0.14%	Increased
3733	RT Reliance Trust Atlanta, Georgia	$259K	+$44.9K	1	6.47%	Increased
3734	ACP Aveo Capital Partners Englewood, Colorado	$256K	+$3.54K	1	0.13%	Increased
3735	PWS Paragon Wealth Strategies Jacksonville, Florida	$256K	+$13.6K	1	0.18%	Increased
3736	EWF Epstein & White Financial San Diego, California	$254K	+$11.7K	1	0.16%	Increased
3737	FMP Financial Management Professionals Austin, Texas	$254K	+$23.3K	14	0.16%	Increased
3738	GPA Guidance Point Advisors Wellesley, Massachusetts	$252K	+$266K	1	0.16%	New
3739	KBFS Kohmann Bosshard Financial Services Fairlawn, Ohio	$252K	$0	2	0.14%	Maintained
3740	OAJ Ogorek Anthony Joseph Williamsville, New York	$252K	-$3K	10	0.2%	Reduced
3741	FCM FJ Capital Management Mclean, Virginia	$251K	+$291K	1	0.03%	New
3742	PA Prism Advisors Studio City, California	$251K	+$428	1	0.16%	Increased
3743	JA JVL Associates Wyoming, Michigan	$250K	$0	1	0.28%	Maintained
3744	SGS Sterling Global Strategies Carlsbad, California	$249K	+$263K	10	1.26%	New
3745	PFM Peak Financial Management Wellesley, Massachusetts	$245K	+$10.6K	1	0.12%	Increased
3746	BC Blueport Capital Fort Worth, Texas	$243K	-$321K	1	4.19%	Reduced
3747	HC Hamilton Capital Columbus, Ohio	$242K	+$242K	1	0.11%	New
3748	SWM Shakespeare Wealth Management Pewaukee, Wisconsin	$241K	$0	1	0.19%	Maintained
3749	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$239K	+$253K	5	0.26%	New
3750	TW Towerpoint Wealth Sacramento, California	$238K	+$48.2K	1	0.19%	Increased