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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
4326	CPC Consolidated Planning Corp Atlanta, Georgia	$1.93M	-$24.5K	3	1.43%	Reduced
4327	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$1.93M	-$386K	3	0.15%	Reduced
4328	KFS Kelly Financial Services Braintree, Massachusetts	$1.93M	+$126K	26	1.1%	Increased
4329	MC McMorgan & Co San Francisco, California	$1.93M	+$2.06M	2	0.42%	New
4330	TFIPS Towarzystwo Funduszy Inwestycyjnych PZU SA Warsaw,	$1.93M	+$185K	22	2.28%	Increased
4331	BA Bridge Advisory Pasadena, California	$1.92M	+$514K	2	0.98%	Increased
4332	FMP Financial Management Professionals Austin, Texas	$1.92M	+$178K	46	0.49%	Increased
4333	ODIJL One Day In July LLC Burlington, Vermont	$1.91M	+$91.6K	3	0.5%	Increased
4334	SFWC Strategic Family Wealth Counselors Fairfield, New Jersey	$1.91M	$0	2	0.63%	Maintained
4335	KPWG KFA Private Wealth Group Tysons, Virginia	$1.91M	-$174K	2	1.04%	Reduced
4336	SIM SummerHaven Investment Management Stamford, Connecticut	$1.9M	+$45.6K	2	1.08%	Increased
4337	AAA Affinity Asset Advisors New York	$1.89M	+$1.81M	1	0.68%	New
4338	PA Planning Alternatives Birmingham, Michigan	$1.89M	-$4.79K	2	0.31%	Reduced
4339	CRCM Corbett Road Capital Management Mclean, Virginia	$1.86M	+$68.5K	4	3.29%	Increased
4340	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$1.86M	+$277K	2	1.17%	Increased
4341	HS Horan Securities Cincinnati, United States	$1.85M	+$456K	15	1.32%	Increased
4342	Context Capital Management Lajolla, California	$1.85M	-$52.5K	1	0.17%	Reduced
4343	EPAM Euro Pacific Asset Management Dorado, Puerto Rico	$1.85M	+$2.04M	1	0.45%	New
4344	FA Fortis Advisors Wayne, Pennsylvania	$1.84M	+$478K	7	1.06%	Increased
4345	CCA Clearwater Capital Advisors Hoffman Estates, Illinois	$1.84M	+$2.54K	1	0.21%	Increased
4346	IA IFG Advisors St. Louis, Missouri	$1.84M	+$383K	2	0.88%	Increased
4347	P Palladiem Bryn Mawr, Pennsylvania	$1.84M	+$216K	3	1.48%	Increased
4348	SFG Sunburst Financial Group Vestavia Hills, Alabama	$1.83M	-$50.8K	1	1.17%	Reduced
4349	SCC Second Curve Capital Radnor, Pennsylvania	$1.81M	$0	1	2.31%	Maintained
4350	FEM Fulcrum Equity Management Plano, Texas	$1.81M	-$294K	2	0.68%	Reduced