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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
3926	KHLMTHM Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel	$872K	$0	1	0.56%	Maintained
3927	IF Ironwood Financial Tucson, Arizona	$870K	$0	11	0.4%	Maintained
3928	AFA American Financial Advisors Marietta, Georgia	$854K	+$5.14K	1	0.15%	Increased
3929	Larson Financial Group St Louis, Missouri	$851K	-$134K	21	0.49%	Reduced
3930	Sageworth Trust Lancaster, Pennsylvania	$849K	-$515K	9	0.09%	Reduced
3931	MAM Marotta Asset Management Charlottesville, Virginia	$847K	+$737K	2	0.26%	New
3932	FC Fusion Capital Mt. Pleasant, South Carolina	$842K	+$784K	1	0.76%	New
3933	RWRC R.W. Roge & Company Bohemia, New York	$841K	+$777K	1	0.84%	New
3934	MCP Maso Capital Partners Hong Kong	$840K	+$842K	1	0.27%	New
3935	BC Beaconlight Capital New York	$836K	+$710K	1	0.18%	New
3936	SIS Sound Income Strategies Ft Lauderdale, Florida	$833K	+$62.8K	19	0.22%	Increased
3937	KPWG KFA Private Wealth Group Tysons, Virginia	$825K	+$769K	1	0.76%	New
3938	BJ Brouwer & Janachowski Mill Valley, California	$822K	-$80.5K	1	0.14%	Reduced
3939	AMG Advisors Management Group La Crosse, Wisconsin	$821K	+$33.5K	2	0.33%	Increased
3940	IDA Intelligence Driven Advisers Carlsbad, California	$818K	-$36.4K	2	0.37%	Reduced
3941	OWP Old Well Partners Charlotte, North Carolina	$818K	+$880K	2	0.66%	New
3942	RWM Reston Wealth Management Reston, Virginia	$816K	-$51.3K	1	0.65%	Reduced
3943	HPC Hobart Private Capital Charlotte, North Carolina	$813K	-$247K	2	0.5%	Reduced
3944	NCM New Capital Management Houston, Texas	$811K	+$933	6	1.34%	Increased
3945	PCFFS Pacific Center for Financial Services San Ramon, California	$803K	-$52.8K	13	0.35%	Reduced
3946	PFA Pettinga Financial Advisors Evansville, Indiana	$799K	-$1.18K	1	0.43%	Reduced
3947	OGC One68 Global Capital New York	$797K	+$798K	4	1.72%	New
3948	FM Fondren Management Houston, Texas	$795K	+$54.4K	2	0.81%	Increased
3949	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$795K	-$14.7K	2	0.01%	Reduced
3950	NCM Next Capital Management New York	$780K	-$656K	2	0.56%	Reduced