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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
4676	BC Belmont Capital Los Angeles, California	$420K	-$144M	1	0.52%	Reduced
4677	CFG Compton Financial Group Towson, Maryland	$416K	+$46.4K	1	0.19%	Increased
4678	SCA SMH Capital Advisors Fort Worth, Texas	$413K	+$13.4K	1	0.92%	Increased
4679	BWL Beacon Wealthcare LLC Raleigh, North Carolina	$406K	+$399K	1	0.22%	New
4680	Flow Traders U.S. New York	$405K	-$97.5K	2	0.02%	Reduced
4681	DWM Denver Wealth Management Denver, Colorado	$399K	+$300K	1	0.42%	New
4682	PAM PVG Asset Management Golden, Colorado	$381K	+$344K	1	1.21%	New
4683	DWA Dorsey Wright & Associates Pasadena, California	$381K	-$18.9M	12	4.48%	Reduced
4684	MSWMA Market Street Wealth Management Advisors Indianapolis, Indiana	$378K	$0	1	0.22%	Maintained
4685	AFG Affinia Financial Group Burlington, Massachusetts	$374K	-$138K	1	0.23%	Reduced
4686	BP BCK Partners Corning, New York	$374K	+$928	1	0.27%	Increased
4687	CWM Chicago Wealth Management Chicago, Illinois	$370K	+$364K	1	0.29%	New
4688	MWM McNaughton Wealth Management San Diego, California	$365K	+$18.8K	1	0.28%	Increased
4689	BWM Benchmark Wealth Management Old Lyme, Connecticut	$359K	-$27.8K	1	0.27%	Reduced
4690	APC Asset Planning Corporation Knoxville, Tennessee	$357K	-$52K	1	0.37%	Reduced
4691	HWA Hilltop Wealth Advisors Chapel Hill, North Carolina	$357K	$0	1	0.27%	Maintained
4692	PHM Prospect Hill Management Short Hills, New Jersey	$355K	+$414K	1	0.28%	New
4693	GIA Goodwin Investment Advisory Woodstock, Georgia	$351K	+$311K	4	0.41%	Increased
4694	FWP Falcon Wealth Planning Ontario, California	$350K	+$19K	1	0.17%	Increased
4695	TA Tamarack Advisers Carlsbad, California	$347K	+$370K	1	0.07%	New
4696	AG Appleton Group Appleton, Wisconsin	$346K	+$329K	1	0.45%	New
4697	TA Trivest Advisors Hong Kong	$344K	-$34.4M	1	0.1%	Reduced
4698	WCM Wallace Capital Management Dallas, Texas	$343K	$0	1	0.05%	Maintained
4699	TAM Tucker Asset Management Littleton, Colorado	$343K	-$433K	6	0.18%	Reduced
4700	CM Cornerstone Management Duluth, Georgia	$340K	-$3.23K	1	0.1%	Reduced