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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	ICM III Capital Management Boca Raton, Florida	$397K	+$376K	1	0.3%	New
3727	G GenTrust Miami, Florida	$396K	+$28.8K	1	0.06%	Increased
3728	IPC Invesco Private Capital New York	$396K	+$365K	1	0.11%	New
3729	DK Darrell & King Charlottesville, Virginia	$390K	+$38.1K	1	0.08%	Increased
3730	BA BCM Advisors Lafayette, Louisiana	$389K	$0	1	0.18%	Maintained
3731	DWA Divergent Wealth Advisors South Jordan, Utah	$387K	+$6.04K	1	0.12%	Increased
3732	ZIM ZPR Investment Management Orange City, Florida	$385K	+$445K	1	0.78%	New
3733	CF Corrigan Financial Middletown, Rhode Island	$384K	+$127	1	0.28%	Increased
3734	MFGP Marshall Financial Group (Pennsylvania) Doylestown, Pennsylvania	$382K	-$25.4K	1	0.29%	Reduced
3735	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$376K	$0	5	0.23%	Maintained
3736	OCM Osbon Capital Management Boston, Massachusetts	$368K	+$347K	1	0.39%	New
3737	VEA Virtus ETF Advisers New York	$355K	+$229K	10	0.07%	Increased
3738	KIC Keating Investment Counselors Delray Beach, Florida	$347K	$0	1	0.15%	Maintained
3739	Highbridge Capital Management New York	$343K	-$29.3M	1	0.02%	Reduced
3740	ST Sentinel Trust Houston, Texas	$341K	+$23.4K	1	0.09%	Increased
3741	GPA Guidance Point Advisors Wellesley, Massachusetts	$338K	+$4.82K	1	0.19%	Increased
3742	PW Price Wealth Austin, Texas	$333K	-$523K	10	0.11%	Reduced
3743	JA JVL Associates Wyoming, Michigan	$330K	$0	1	0.28%	Maintained
3744	PD Planning Directions Glen Mills, Pennsylvania	$324K	-$201K	1	0.33%	Reduced
3745	Rothschild & Co Wealth Management (UK) London, United Kingdom	$322K	+$331K	3	0.01%	New
3746	SM SG3 Management Dorado, Puerto Rico	$321K	-$4.08M	4	0.04%	Reduced
3747	SL Salomon & Ludwin Richmond, Virginia	$320K	+$42.7K	3	0.06%	Increased
3748	HCA Heck Capital Advisors Rhinelander, Wisconsin	$315K	+$10.2K	1	0.08%	Increased
3749	TAM Trust Asset Management Houston, Texas	$315K	+$298K	1	0.09%	New
3750	55I LLC Boston, Massachusetts	$314K	+$14.5K	1	0.18%	Increased