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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	FTS Fifth Third Securities Cincinnati, Ohio	$311K	+$295K	1	0.08%	New
3752	FPIS Financial Planning & Information Services De Pere, Wisconsin	$310K	-$40.2K	1	0.13%	Reduced
3753	OAJ Ogorek Anthony Joseph Williamsville, New York	$310K	-$8.43K	11	0.21%	Reduced
3754	PFM Peak Financial Management Wellesley, Massachusetts	$301K	-$12.9K	1	0.14%	Reduced
3755	TIM Triad Investment Management Newport Beach, California	$295K	$0	1	0.31%	Maintained
3756	BWM Brickley Wealth Management San Mateo, California	$286K	+$52.4K	1	0.12%	Increased
3757	WCAMG Woodard & Company Asset Management Group Bermuda Run, North Carolina	$285K	$0	1	2.2%	Maintained
3758	CWM Capital Wealth Management W. Warwick, Rhode Island	$283K	+$6.73K	1	0.28%	Increased
3759	SJIC St. James Investment Company Southlake, Texas	$281K	+$283K	1	0.03%	New
3760	ARGA Investment Management Stamford, Connecticut	$278K	-$4.6M	1	0.04%	Reduced
3761	GWM GSB Wealth Management Guilford, Connecticut	$278K	$0	1	1.45%	Maintained
3762	JC Jentner Corp Akron, Ohio	$277K	-$12.7K	1	0.23%	Reduced
3763	NI NFC Investments Memphis, Tennessee	$276K	+$262K	1	0.08%	New
3764	SM Sabby Management Miami Beach, Florida	$270K	+$625K	1	0.34%	Increased
3765	GA Gateway Advisory Westfield, New Jersey	$268K	$0	1	0.07%	Maintained
3766	WCP Welch Capital Partners Harrison, New York	$267K	-$326K	1	0.09%	Reduced
3767	AWC Abundance Wealth Counselors State College, Pennsylvania	$266K	+$4.7K	1	0.08%	Increased
3768	TB Terril Brothers St. Louis, Missouri	$266K	-$14.5K	1	0.08%	Reduced
3769	BDF Black Diamond Financial Towson, Maryland	$264K	+$14.3K	1	0.23%	Increased
3770	CCA Conservest Capital Advisors Wynnewood, Pennsylvania	$264K	-$14.2K	1	0.04%	Reduced
3771	OWM Opes Wealth Management Menlo Park, California	$264K	+$250K	1	0.18%	New
3772	LK Lumbard & Kellner Hollis, New Hampshire	$261K	$0	1	0.14%	Maintained
3773	TAA TB Alternative Assets Grand Cayman, Cayman Islands	$261K	+$270K	1	0.06%	New
3774	RRC Relaxing Retirement Coach Wellesley, Massachusetts	$257K	$0	1	0.08%	Maintained
3775	FMP Financial Management Professionals Austin, Texas	$256K	+$29.1K	13	0.09%	Increased