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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
5426	CIEP Constellation Investimentos e Participacoes Sao Paulo, Brazil	$369K	-$13.3M	1	0.16%	Reduced
5427	TFA Tobias Financial Advisors Plantation, Florida	$369K	-$4.47M	1	0.13%	Reduced
5428	LM Lockheed Martin Bethesda, Maryland	$368K	+$429K	1	0.2%	New
5429	OCM Orchard Capital Management Chicago, Illinois	$365K	$0	1	0.1%	Maintained
5430	AAM Ameraudi Asset Management New York	$364K	$0	1	0.13%	Maintained
5431	Simplicity Wealth Summit, New Jersey	$363K	+$59K	1	0.35%	Increased
5432	PIFP Partners in Financial Planning Salem, Virginia	$361K	$0	1	0.11%	Maintained
5433	AG Appleton Group Appleton, Wisconsin	$359K	+$450	1	0.5%	Increased
5434	PFG Pinnacle Financial Group Western Springs, Illinois	$356K	-$250K	1	0.29%	Reduced
5435	MFG MTM Financial Group Bethlehem, Pennsylvania	$353K	+$345K	1	0.37%	New
5436	DWM Dopkins Wealth Management Williamsville, New York	$344K	$0	1	0.37%	Maintained
5437	EC EJF Capital Arlington, Virginia	$344K	-$2.18M	1	0.04%	Reduced
5438	SAM Strategic Asset Management Rochester, Minnesota	$343K	-$9.51K	9	0.49%	Reduced
5439	JWBC John W. Brooker & Co Oakland, California	$342K	-$33K	4	0.19%	Reduced
5440	WFPG Waller Financial Planning Group Columbus, Ohio	$341K	+$6.02K	1	0.09%	Increased
5441	SCM Springhouse Capital Management Westport, Connecticut	$336K	$0	1	0.21%	Maintained
5442	EPWM Essex Private Wealth Management Topsfield, Massachusetts	$333K	-$272K	1	0.9%	Reduced
5443	WIC Whitegate Investment Counselors Concord, New Hampshire	$331K	+$602	1	0.1%	Increased
5444	Belvedere Trading Chicago, Illinois	$330K	+$337K	2	0.01%	Increased
5445	MAM MMA Asset Management Conshohocken, Pennsylvania	$329K	-$510K	1	0.26%	Reduced
5446	BWL Beacon Wealthcare LLC Raleigh, North Carolina	$326K	-$99K	1	0.16%	Reduced
5447	AFP Advus Financial Partners Winter Park, Florida	$325K	-$178K	1	0.22%	Reduced
5448	BP BCK Partners Corning, New York	$325K	$0	1	0.2%	Maintained
5449	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$320K	-$818K	16	0.15%	Reduced
5450	MWM MorganRosel Wealth Management Highlands Ranch, Colorado	$317K	+$14.1K	1	0.15%	Increased