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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
3751	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$237K	$0	5	0.18%	Maintained
3752	LYV Live Your Vision West Conshohocken, Pennsylvania	$235K	-$16.9K	6	0.08%	Reduced
3753	PI Pachira Investments Dana Point, California	$233K	+$10.4K	1	0.3%	Increased
3754	G GenTrust Miami, Florida	$232K	+$21.5K	1	0.04%	Increased
3755	ODG O'Dell Group Cincinnati, Ohio	$232K	+$750	1	0.17%	Increased
3756	TB Terril Brothers St. Louis, Missouri	$231K	$0	1	0.08%	Maintained
3757	PIM Parker Investment Management Menlo Park, California	$226K	-$1.42M	1	0.09%	Reduced
3758	WCAMG Woodard & Company Asset Management Group Bermuda Run, North Carolina	$226K	-$395K	1	2.29%	Reduced
3759	55I LLC Boston, Massachusetts	$225K	+$237K	1	0.23%	New
3760	SFA Spectrum Financial Alliance Nicholasville, Kentucky	$224K	-$1K	3	0.17%	Reduced
3761	GWM GSB Wealth Management Guilford, Connecticut	$220K	$0	1	1.16%	Maintained
3762	JC Jentner Corp Akron, Ohio	$220K	+$22.7K	1	0.2%	Increased
3763	PS Portfolio Strategies Monsey, New York	$219K	-$428K	1	0.19%	Reduced
3764	BA Ballew Advisors Jackson, Mississippi	$217K	-$117K	1	0.2%	Reduced
3765	BA Bristol Advisors Conshohocken, Pennsylvania	$216K	-$469K	1	0.26%	Reduced
3766	OA Opes Advisors Cupertino, California	$216K	-$254K	1	0.15%	Reduced
3767	GWAG Garrett Wealth Advisory Group Weatherford, Texas	$214K	+$226K	1	0.2%	New
3768	GA Gateway Advisory Westfield, New Jersey	$213K	$0	1	0.09%	Maintained
3769	RRC Relaxing Retirement Coach Wellesley, Massachusetts	$212K	$0	1	0.07%	Maintained
3770	CCA Conservest Capital Advisors Wynnewood, Pennsylvania	$211K	-$431K	1	0.03%	Reduced
3771	PD Planning Directions Glen Mills, Pennsylvania	$210K	-$223K	1	0.26%	Reduced
3772	UWPG Ullmann Wealth Partners Group Jacksonville Beach, Florida	$209K	-$219K	1	0.15%	Reduced
3773	CFIA Cantor Fitzgerald Investment Advisors New York	$208K	$0	1	0.03%	Maintained
3774	SL Salomon & Ludwin Richmond, Virginia	$206K	+$224K	4	0.05%	New
3775	AWC Abundance Wealth Counselors State College, Pennsylvania	$205K	+$216K	1	0.08%	New