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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
4276	RPGK Retirement Planning Group (Kansas) Leawood, Kansas	$2.18M	+$28.5K	2	0.25%	Increased
4277	EP Eversept Partners New York	$2.17M	+$1.96M	1	0.14%	New
4278	EIA Eldridge Investment Advisors Manchester, New Hampshire	$2.17M	-$4.83K	2	0.79%	Reduced
4279	CWM CCG Wealth Management San Diego, California	$2.17M	+$463K	5	1.68%	Increased
4280	FWM FSA Wealth Management Needham, Massachusetts	$2.16M	-$45.1K	2	1.36%	Reduced
4281	ACM ACT Capital Management Wayne, Pennsylvania	$2.15M	+$1.84M	2	1.11%	New
4282	DSN D. Scott Neal Lexington, Kentucky	$2.15M	-$16K	2	0.97%	Reduced
4283	MA Minerva Advisors Bala Cynwyd, Pennsylvania	$2.14M	-$441K	1	1.13%	Reduced
4284	AP Advisors Preferred Rockville, Maryland	$2.13M	+$856K	4	0.21%	Increased
4285	JJIJ Johnson & Johnson Innovation - JJDC New Brunswick, New Jersey	$2.13M	$0	1	0.22%	Maintained
4286	EWA ERTS Wealth Advisors Marquette, Michigan	$2.13M	+$152K	2	0.58%	Increased
4287	EWP Engrave Wealth Partners The Woodlands, Texas	$2.13M	+$33K	2	0.64%	Increased
4288	DWM Defined Wealth Management Beaverton, Oregon	$2.12M	+$6.61K	4	1.89%	Increased
4289	GCP Gill Capital Partners Denver, Colorado	$2.12M	-$19.6K	2	0.99%	Reduced
4290	GI Glovista Investments Jersey City, New Jersey	$2.11M	-$54.3K	2	0.5%	Reduced
4291	ACM Avalon Capital Management Port Of Redwood City, California	$2.11M	-$74.4K	2	1.78%	Reduced
4292	SCA Sippican Capital Advisors Boston, Massachusetts	$2.11M	+$12.2K	3	1.84%	Increased
4293	PS Planned Solutions Folsom, California	$2.11M	$0	4	1.46%	Maintained
4294	MLM Mount Lucas Management Newtown, Pennsylvania	$2.1M	-$931K	1	0.56%	Reduced
4295	CDIA Capital Directions Investment Advisors Atlanta, Georgia	$2.1M	+$1.98M	8	0.63%	New
4296	ASFA All Season Financial Advisors Denver, Colorado	$2.1M	+$1.97M	5	1.5%	New
4297	NS Newman & Schimel Deerfield, Illinois	$2.1M	+$4.57K	2	1.32%	Increased
4298	TC Trilogy Capital Irvine, California	$2.09M	+$971K	2	0.15%	Increased
4299	NQWM Northwest Quadrant Wealth Management Bend, Oregon	$2.08M	-$2.25K	4	0.6%	Reduced
4300	SAM Satovsky Asset Management New York	$2.08M	+$192K	1	1.59%	Increased