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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	AW Avion Wealth The Woodlands, Texas	$366K	+$362K	1	0.35%	New
3752	KIC Keating Investment Counselors Delray Beach, Florida	$366K	$0	1	0.16%	Maintained
3753	DK Darrell & King Charlottesville, Virginia	$363K	-$41.3K	1	0.08%	Reduced
3754	ST Sentinel Trust Houston, Texas	$352K	-$1.24K	1	0.09%	Reduced
3755	VEA Virtus ETF Advisers New York	$345K	-$6.32K	10	0.07%	Reduced
3756	JA JVL Associates Wyoming, Michigan	$343K	$0	1	0.28%	Maintained
3757	GC Gibson Capital Wexford, Pennsylvania	$340K	+$340K	1	0.12%	New
3758	FBCM Fort Baker Capital Management Larkspur, California	$336K	+$330K	1	0.31%	New
3759	KLI Kelman-Lazarov Inc Memphis, Tennessee	$333K	+$329K	1	0.16%	New
3760	SL Salomon & Ludwin Richmond, Virginia	$331K	$0	3	0.07%	Maintained
3761	FCM Force Capital Management New York	$324K	-$951K	1	2.84%	Reduced
3762	OHS Odey Holdings (Switzerland) Zurich, Switzerland, Switzerland	$320K	+$96.3K	1	6.74%	Increased
3763	FPIS Financial Planning & Information Services De Pere, Wisconsin	$315K	-$6.33K	1	0.13%	Reduced
3764	HCA Heck Capital Advisors Rhinelander, Wisconsin	$314K	+$11.9K	1	0.1%	Increased
3765	BWM Brickley Wealth Management San Mateo, California	$311K	+$14K	1	0.13%	Increased
3766	OAJ Ogorek Anthony Joseph Williamsville, New York	$310K	+$1.98K	12	0.19%	Increased
3767	55I LLC Boston, Massachusetts	$308K	-$17.9K	1	0.15%	Reduced
3768	PFM Peak Financial Management Wellesley, Massachusetts	$306K	-$5.91K	1	0.14%	Reduced
3769	BIA BHK Investment Advisors Birmingham, Alabama	$299K	-$138K	1	0.17%	Reduced
3770	BWI Beacon Wealthcare Inc Raleigh, North Carolina	$291K	+$288K	1	0.21%	New
3771	JC Jentner Corp Akron, Ohio	$288K	$0	1	0.24%	Maintained
3772	NI NFC Investments Memphis, Tennessee	$287K	$0	1	0.08%	Maintained
3773	MCMT Moon Capital Management (Tennessee) Knoxville, Tennessee	$283K	-$577K	1	3.37%	Reduced
3774	TB Terril Brothers St. Louis, Missouri	$281K	$0	1	0.09%	Maintained
3775	GEM Global Endowment Management Charlotte, North Carolina	$278K	-$4.6M	1	0.02%	Reduced