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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	PI Pachira Investments Dana Point, California	$444K	+$550	1	0.49%	Increased
3727	EVC Eidelman Virant Capital Saint Louis, Missouri	$434K	-$7.6K	1	0.25%	Reduced
3728	NFGCM Norman Fields Gottscho Capital Management New York	$431K	-$542K	1	0.22%	Reduced
3729	CCM Colorado Capital Management Boulder, Colorado	$430K	-$75.1K	1	0.32%	Reduced
3730	GPA Guidance Point Advisors Wellesley, Massachusetts	$430K	+$78.2K	1	0.24%	Increased
3731	BO Bach Option Wanchai, Hong Kong	$429K	+$439K	1	0.17%	New
3732	DSA Droms Strauss Advisors St. Louis, Missouri	$425K	-$8.11K	1	0.34%	Reduced
3733	UWM USAdvisors Wealth Management Eden Prairie, Minnesota	$425K	-$46.8K	1	0.22%	Reduced
3734	MCIA Mountain Capital Investment Advisors Westminster, Colorado	$423K	-$224K	2	0.37%	Reduced
3735	FMP Financial Management Professionals Austin, Texas	$420K	+$164K	11	0.16%	Increased
3736	OWM Opes Wealth Management Menlo Park, California	$418K	+$142K	1	0.28%	Increased
3737	G GenTrust Miami, Florida	$411K	+$138	1	0.06%	Increased
3738	CFG CKW Financial Group Honolulu, Hawaii	$408K	-$56.9K	4	0.08%	Reduced
3739	DWA Divergent Wealth Advisors South Jordan, Utah	$408K	$0	1	0.13%	Maintained
3740	Financial Engines Advisors Santa Clara, California	$403K	+$399K	1	0%	New
3741	AWW Alan W. Weber	$403K	$0	1	0.18%	Maintained
3742	SCM Stordahl Capital Management Greenwood Village, Colorado	$400K	-$292K	1	0.16%	Reduced
3743	CF Corrigan Financial Middletown, Rhode Island	$398K	$0	1	0.3%	Maintained
3744	MFGP Marshall Financial Group (Pennsylvania) Doylestown, Pennsylvania	$396K	$0	1	0.3%	Maintained
3745	BRA Biechele Royce Advisors Fishers, Indiana	$386K	$0	1	0.26%	Maintained
3746	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$386K	$0	5	0.23%	Maintained
3747	BA BCM Advisors Lafayette, Louisiana	$380K	$0	1	0.16%	Maintained
3748	CM Cornerstone Management Duluth, Georgia	$375K	-$431K	1	0.17%	Reduced
3749	SC Schoolcraft Capital Boulder, Colorado	$374K	-$74.3K	1	0.21%	Reduced
3750	JGGDR JGP Global Gestao de Recursos Rio De Janeiro, Brazil	$374K	+$417K	1	0.21%	New