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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
5276	PAA Peregrine Asset Advisers Portland, Oregon	$1.05M	+$413K	1	0.81%	Increased
5277	AS AM Squared Hong Kong	$1.05M	-$3.46M	12	1.2%	Reduced
5278	PFM Phillips Financial Management Fort Wayne, Indiana	$1.05M	+$84.9K	1	0.1%	Increased
5279	AWA Archvest Wealth Advisors Concord, California	$1.05M	+$627	1	0.86%	Increased
5280	AWM Activest Wealth Management Aventure, Florida	$1.05M	+$204K	15	0.73%	Increased
5281	WRBC W.R. Berkley Corp Greenwich, Connecticut	$1.05M	+$1.04M	1	0.06%	New
5282	MWA Martel Wealth Advisors Vancouver, Washington	$1.05M	+$58.3K	2	0.25%	Increased
5283	E ETFidea Syracuse, New York	$1.04M	+$9.81K	2	0.42%	Increased
5284	SPI Sutton Place Investors Katonah, New York	$1.04M	+$50.1K	1	1.44%	Increased
5285	QWM Quaker Wealth Management Moorestown, New Jersey	$1.04M	+$63.3K	2	0.47%	Increased
5286	SEA Stegent Equity Advisors Houston, Texas	$1.03M	-$14.4K	2	1.15%	Reduced
5287	FPIS Financial Planning & Information Services De Pere, Wisconsin	$1.03M	+$40.7K	1	0.19%	Increased
5288	RFP Roth Financial Partners Kingwood, Texas	$1.02M	+$254K	4	0.64%	Increased
5289	PCM Potomac Capital Management New York	$1.02M	-$1.49M	2	1.05%	Reduced
5290	VW Vance Wealth Santa Clarita, California	$1.02M	-$46.1K	1	0.46%	Reduced
5291	AA AJ Advisors Nashville, Tennessee	$1.02M	-$46.9K	2	0.71%	Reduced
5292	GWAM Guardian Wealth Advisors (Minnesota) St Louis Park, Minnesota	$1.02M	-$19K	3	0.75%	Reduced
5293	GWAG Garrett Wealth Advisory Group Weatherford, Texas	$1.01M	+$37.2K	2	0.45%	Increased
5294	SIM Spark Investment Management New York	$1.01M	$0	1	3.43%	Maintained
5295	EAM Eschler Asset Management London, United Kingdom	$1.01M	-$1.01M	1	1.43%	Reduced
5296	PPWM PFG Private Wealth Management Lutz, Florida	$1.01M	-$12.7K	9	0.59%	Reduced
5297	Karpus Investment Management Pittsford, New York	$1M	$0	2	0.03%	Maintained
5298	CFP Curran Financial Partners Daniel Island, South Carolina	$1M	+$9.4K	1	0.44%	Increased
5299	SRG SBB Research Group Northbrook, Illinois	$1M	-$281K	1	1.82%	Reduced
5300	SMF Sterling Manor Financial Saratoga Springs, New York	$999K	+$535K	2	0.84%	Increased