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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	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$580K	-$97K	1	0.02%	Reduced
4677	MFG Monumental Financial Group Rockville, Maryland	$580K	-$2.46M	5	0.5%	Reduced
4678	NI NFC Investments Memphis, Tennessee	$572K	$0	1	0.15%	Maintained
4679	MWM MBE Wealth Management Tomah, Wisconsin	$570K	$0	1	0.3%	Maintained
4680	TLFA True Link Financial Advisors San Francisco, California	$566K	-$1.31M	12	0.08%	Reduced
4681	PD Planning Directions Glen Mills, Pennsylvania	$565K	+$76.3K	1	0.41%	Increased
4682	CIR Clear Investment Research Alpharetta, Georgia	$561K	+$254K	6	0.94%	Increased
4683	TPW Tiller Private Wealth Bethlehem, Pennsylvania	$559K	+$55.7K	1	0.6%	Increased
4684	GSAM Grant Street Asset Management Canonsburg, Pennsylvania	$546K	-$156K	2	0.32%	Reduced
4685	PCI Pacifica Capital Investments Leander, Texas	$541K	$0	1	0.18%	Maintained
4686	PWS Private Wealth Strategies New Albany, Ohio	$540K	-$334K	1	0.14%	Reduced
4687	GCM Glaxis Capital Management Sarasota, Florida	$539K	-$4.35M	1	0.67%	Reduced
4688	PIN Prudent Investors Network Lake Forest, California	$539K	-$6.61K	2	0.27%	Reduced
4689	JCP JB Capital Partners Armonk, New York	$532K	$0	1	0.13%	Maintained
4690	FWM Filbrandt Wealth Management Middleton, Wisconsin	$531K	+$26.3K	7	0.3%	Increased
4691	JMF Johnson Midwest Financial Glidden, Iowa	$530K	+$665	9	0.52%	Increased
4692	LL LPWM LLC Minneapolis, Minnesota	$527K	+$12K	2	0.32%	Increased
4693	Advent Capital Management New York	$526K	-$4.02M	2	0.01%	Reduced
4694	EW Element Wealth Ridgeland, Mississippi	$524K	+$26.4K	1	0.41%	Increased
4695	BRA Biechele Royce Advisors Fishers, Indiana	$521K	-$44.5K	2	0.23%	Reduced
4696	VCA VIEX Capital Advisors Sunny Isles Beach, Florida	$519K	-$9.32M	1	0.37%	Reduced
4697	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$517K	+$481K	4	3.84%	New
4698	PHM Prospect Hill Management Short Hills, New Jersey	$514K	+$134K	1	0.37%	Increased
4699	WCP Welch Capital Partners Harrison, New York	$512K	-$1.42M	1	0.12%	Reduced
4700	SPIO Seven Post Investment Office San Francisco, California	$503K	+$187K	2	0.15%	Increased