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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
6026	PHM Prospect Hill Management Short Hills, New Jersey	$323K	$0	1	0.16%	Maintained
6027	SFPM Sensible Financial Planning & Management Waltham, Massachusetts	$319K	+$317K	1	0.06%	New
6028	LA LPF Advisors Sarasota, Florida	$317K	+$68.4K	1	0.27%	Increased
6029	OAP One Advisory Partners Overland Park, Kansas	$316K	+$88.1K	1	0.14%	Increased
6030	HWA Hillcrest Wealth Advisors Hazlet, New Jersey	$313K	$0	1	0.16%	Maintained
6031	FRM Foundation Resource Management Little Rock, Arkansas	$309K	$0	1	0.05%	Maintained
6032	AWA Aquire Wealth Advisors South Jordan, Utah	$308K	+$10.3K	1	0.1%	Increased
6033	CTA Camelot Technology Advisors San Francisco, California	$307K	$0	1	0.27%	Maintained
6034	SFA Spectrum Financial Alliance Nicholasville, Kentucky	$306K	+$53.4K	1	0.11%	Increased
6035	AAS Asset Allocation Strategies Farmington, Michigan	$303K	+$35.1K	1	0.09%	Increased
6036	DB Dravo Bay Rehoboth Beach, Delaware	$301K	-$113K	1	0.16%	Reduced
6037	PWAC Private Wealth Advisors (California) Fresno, California	$295K	+$44K	1	0.11%	Increased
6038	TCM Tuttle Capital Management Riverside, Connecticut	$295K	+$37.2K	2	1.6%	Increased
6039	DADR Dynamo Administracao de Recursos Rio De Janeiro, Brazil	$294K	-$642K	1	12.4%	Reduced
6040	CIEP Constellation Investimentos e Participacoes Sao Paulo, Brazil	$293K	-$9.98K	1	0.16%	Reduced
6041	SWA Safir Wealth Advisors Greenland, New Hampshire	$293K	$0	1	0.23%	Maintained
6042	BAM BTS Asset Management Lincoln, Massachusetts	$288K	+$286K	1	0.27%	New
6043	HWM Horizons Wealth Management Asheville, North Carolina	$287K	-$92.2K	4	0.22%	Reduced
6044	JHU Johns Hopkins University Baltimore, Maryland	$287K	+$242K	1	0.01%	New
6045	4FG 4Thought Financial Group Syosset, New York	$285K	$0	2	0.18%	Maintained
6046	MWM Mittelman Wealth Management Andover, Massachusetts	$285K	-$2.34M	1	0.16%	Reduced
6047	FIS Fischer Investment Strategies Westlake Village, California	$282K	+$29.9K	1	0.24%	Increased
6048	HFS Horizon Financial Services Winston Salem, North Carolina	$278K	+$3.63K	12	0.17%	Increased
6049	WWWM White Wing Wealth Management The Wodlands, Texas	$275K	+$13.3K	1	0.21%	Increased
6050	CM Cornerstone Management Duluth, Georgia	$269K	$0	1	0.06%	Maintained