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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
4701	GIA Goodwin Investment Advisory Woodstock, Georgia	$502K	+$119K	5	0.55%	Increased
4702	RQS Ramsey Quantitative Systems Louisville, Kentucky	$502K	+$496K	2	2.76%	New
4703	AL ACAS LLC Rancho Santa Fe, California	$501K	-$12.7K	1	0.71%	Reduced
4704	CCA Conservest Capital Advisors Wynnewood, Pennsylvania	$501K	+$254	1	0.06%	Increased
4705	BF Blankinship & Foster Solana Beach, California	$496K	$0	1	0.2%	Maintained
4706	SWMG Sanchez Wealth Management Group Jacksonville, Florida	$496K	+$247K	2	0.23%	Increased
4707	BAM Banta Asset Management Newport Beach, California	$492K	$0	1	0.38%	Maintained
4708	JC Jentner Corp Akron, Ohio	$492K	+$254	1	0.34%	Increased
4709	WCM Wealthcare Capital Management Richmond, Virginia	$492K	-$512K	1	0.05%	Reduced
4710	Capital Markets Trading (UK) London, United Kingdom	$490K	-$285K	1	0.01%	Reduced
4711	EWM Echo Wealth Management Plymouth, Minnesota	$490K	-$216K	1	0.63%	Reduced
4712	NMC Nine Masts Capital Central, Hong Kong	$484K	+$243K	1	0.34%	Increased
4713	CCA Cruiser Capital Advisors Stamford, Connecticut	$482K	-$120K	1	0.41%	Reduced
4714	DFA DHJJ Financial Advisors Naperville, Illinois	$482K	-$3.56K	1	0.25%	Reduced
4715	SA swisspartners Advisors Zurich, Switzerland	$482K	+$463K	2	0.38%	New
4716	TFP Triune Financial Partners Overland Park, Kansas	$482K	+$461K	2	0.39%	New
4717	CCP Cassia Capital Partners Winston Salem, North Carolina	$480K	+$437K	2	0.36%	New
4718	MWM McNaughton Wealth Management San Diego, California	$479K	+$55.2K	1	0.34%	Increased
4719	CFG Compton Financial Group Towson, Maryland	$478K	$0	1	0.2%	Maintained
4720	NAM Nexpoint Asset Management Dallas, Texas	$477K	$0	1	0.1%	Maintained
4721	PMAM Penn Mutual Asset Management Conshohocken, Pennsylvania	$467K	+$289K	2	0.58%	Increased
4722	BWL Beacon Wealthcare LLC Raleigh, North Carolina	$466K	$0	1	0.23%	Maintained
4723	Charles Schwab Investment Advisory San Francisco, California	$462K	-$36.6K	1	0%	Reduced
4724	SCA SMH Capital Advisors Fort Worth, Texas	$454K	-$1.23K	1	0.91%	Reduced
4725	YAL Your Advocates Ltd Houston, Texas	$454K	+$348K	3	0.29%	Increased