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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
5026	PFM Peak Financial Management Wellesley, Massachusetts	$1.03M	-$191K	1	0.4%	Reduced
5027	BIA BHK Investment Advisors Birmingham, Alabama	$1.03M	+$96.2K	2	0.46%	Increased
5028	AIA Acute Investment Advisory Mesa, Arizona	$1.03M	+$1.09M	1	0.8%	New
5029	FWSM First Wilshire Securities Management Pasadena, California	$1.03M	+$67.9K	1	0.38%	Increased
5030	VA Verdad Advisers Boston, Massachusetts	$1.03M	-$2.17M	1	0.97%	Reduced
5031	TIS Tortoise Index Solutions Overland Park, Kansas	$1.02M	-$90.3K	7	0.19%	Reduced
5032	CFAM Center For Asset Management Palm Beach Gardens, Florida	$1.02M	-$1.44M	1	0.95%	Reduced
5033	AGA Arkos Global Advisors Houston, Texas	$1.02M	+$460K	2	0.29%	Increased
5034	IWP Innova Wealth Partners Newtown, Pennsylvania	$1.02M	+$27.1K	1	0.86%	Increased
5035	Belvedere Trading Chicago, Illinois	$1.02M	+$750K	2	0.03%	Increased
5036	TDC Thompson Davis & Co Richmond, Virginia	$1.01M	-$50.4K	2	1.66%	Reduced
5037	HG Harbor Group Bedford, New Hampshire	$1.01M	$0	3	0.74%	Maintained
5038	MAG Mayfair Advisory Group Birmingham, Alabama	$1.01M	+$59.2K	1	1.33%	Increased
5039	MFC Morris Financial Concepts Mount Pleasant, South Carolina	$1.01M	-$270	2	0.96%	Reduced
5040	LPU Lansdowne Partners (UK) London, United Kingdom	$1.01M	$0	1	0.14%	Maintained
5041	FPIS Financial Planning & Information Services De Pere, Wisconsin	$1M	+$221K	2	0.24%	Increased
5042	AFA American Financial Advisors Marietta, Georgia	$1M	-$1.06M	1	0.27%	Reduced
5043	BAG Briggs Advisory Group Lincoln, Rhode Island	$1M	+$325K	1	0.73%	Increased
5044	CSIA Carl Stuart Investment Advisor Austin, Texas	$1M	-$283K	2	0.87%	Reduced
5045	PWA PCG Wealth Advisors Overland Park, Kansas	$996K	+$9.77K	1	0.71%	Increased
5046	FSG Financial Strategies Group Okemos, Michigan	$992K	+$282K	1	0.42%	Increased
5047	PWM Prentice Wealth Management Rochester, New York	$991K	-$4.14M	7	1.01%	Reduced
5048	CCM Cerberus Capital Management New York	$988K	$0	1	0.02%	Maintained
5049	RWRC R.W. Roge & Company Bohemia, New York	$988K	$0	1	0.68%	Maintained
5050	NCG Newport Capital Group Red Bank, New Jersey	$987K	-$16.6K	1	1.02%	Reduced