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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	SPI Santori & Peters Inc Canonsburg, Pennsylvania	$393K	-$40.4K	1	0.33%	Reduced
3727	DWA Divergent Wealth Advisors South Jordan, Utah	$390K	$0	1	0.13%	Maintained
3728	TVAMP Tennessee Valley Asset Management Partners Knoxville, Tennessee	$389K	+$33.2K	1	0.34%	Increased
3729	CAM Crestone Asset Management Boulder, Colorado	$387K	+$358K	1	0.14%	New
3730	GCM Grisanti Capital Management New York	$379K	-$4.19M	3	0.23%	Reduced
3731	BA BCM Advisors Lafayette, Louisiana	$376K	$0	1	0.18%	Maintained
3732	PI Pachira Investments Dana Point, California	$376K	+$97.4K	1	0.34%	Increased
3733	ACM Ategra Capital Management Vienna, Virginia	$371K	+$343K	1	0.36%	New
3734	AWW Alan W. Weber	$367K	+$357K	1	0.16%	New
3735	DSA Droms Strauss Advisors St. Louis, Missouri	$364K	+$49.2K	1	0.28%	Increased
3736	MFGP Marshall Financial Group (Pennsylvania) Doylestown, Pennsylvania	$360K	$0	1	0.29%	Maintained
3737	XSC X-Square Capital Guaynabo, Puerto Rico	$358K	-$23.1K	1	0.25%	Reduced
3738	KIC Keating Investment Counselors Delray Beach, Florida	$355K	$0	1	0.16%	Maintained
3739	ACP Aveo Capital Partners Englewood, Colorado	$353K	+$51.5K	1	0.16%	Increased
3740	PIM Parker Investment Management Menlo Park, California	$353K	+$101K	1	0.11%	Increased
3741	Sageworth Trust Lancaster, Pennsylvania	$344K	+$267K	10	0.04%	Increased
3742	CF Corrigan Financial Middletown, Rhode Island	$338K	+$28.8K	1	0.25%	Increased
3743	HIM HGC Investment Management Toronto, Ontario, Canada	$335K	-$26.5M	1	0.08%	Reduced
3744	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$335K	+$54K	5	0.22%	Increased
3745	BA Bristol Advisors Conshohocken, Pennsylvania	$331K	+$82.2K	1	0.77%	Increased
3746	TA Thor Advisors New York	$330K	+$311K	9	4.09%	New
3747	G GenTrust Miami, Florida	$322K	+$47.9K	1	0.05%	Increased
3748	HCA Heck Capital Advisors Rhinelander, Wisconsin	$319K	-$129K	1	0.1%	Reduced
3749	BIA BHK Investment Advisors Birmingham, Alabama	$318K	+$294K	1	0.19%	New
3750	CCM Colorado Capital Management Boulder, Colorado	$318K	+$95.5K	1	0.24%	Increased