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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
3776	JWM JFG Wealth Management Denver, Colorado	$256K	-$142K	1	0.21%	Reduced
3777	WCM Wealthcare Capital Management Richmond, Virginia	$254K	+$77.3K	8	0.04%	Increased
3778	LGWM Litman Gregory Wealth Management Larkspur, California	$248K	+$221K	5	0.07%	Increased
3779	BA Ballew Advisors Jackson, Mississippi	$246K	-$64.4K	1	0.22%	Reduced
3780	TW Towerpoint Wealth Sacramento, California	$243K	-$71.7K	1	0.17%	Reduced
3781	UIA UBP Investment Advisors Geneva, Switzerland	$243K	+$31.3K	1	0.22%	Increased
3782	LIM Longfellow Investment Management Boston, Massachusetts	$241K	-$3.2M	2	0.2%	Reduced
3783	ML McAdam LLC Philadelphia, Pennsylvania	$239K	+$226K	1	0.07%	New
3784	CM Capital Management Glen Allen, Virginia	$238K	-$197K	1	0.07%	Reduced
3785	GWA Guidant Wealth Advisors Palatine, Illinois	$237K	+$254	3	0.09%	Increased
3786	HM Harvest Management New York	$234K	$0	1	0.32%	Maintained
3787	FRM Foundation Resource Management Little Rock, Arkansas	$233K	+$10.4K	1	0.05%	Increased
3788	Reinhart Partners Mequon, Wisconsin	$228K	-$25.4K	1	0.02%	Reduced
3789	TC TradeLink Capital Chicago, Illinois	$228K	-$1.7M	1	3.41%	Reduced
3790	BMM Berkshire Money Management Dalton, Massachusetts	$223K	+$211K	1	0.05%	New
3791	BCA Biltmore Capital Advisors Princeton, New Jersey	$222K	+$206K	1	0.06%	New
3792	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$217K	+$644	5	0.1%	Increased
3793	MAP Milestone Advisory Partners Southern Pines, North Carolina	$215K	+$208K	1	0.13%	New
3794	RCA Reitz Capital Advisors Freeland, Michigan	$215K	+$203K	1	0.24%	New
3795	OHS Odey Holdings (Switzerland) Zurich, Switzerland, Switzerland	$214K	+$127K	1	2.73%	Increased
3796	PM Parametrica Management Wanchai, Hong Kong	$212K	-$2.72M	1	36.05%	Reduced
3797	Robertson Stephens Wealth Management San Francisco, California	$212K	-$1.09M	1	0.21%	Reduced
3798	LPWM Lake Point Wealth Management Rockwall, Texas	$210K	+$1.82K	16	0.07%	Increased
3799	SG Strid Group Newtown Square, Pennsylvania	$205K	+$194K	1	0.07%	New
3800	RCG Ruggie Capital Group Tavares, Florida	$204K	+$196K	20	0.34%	Increased