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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
2476	PG Proffitt & Goodson Knoxville, Tennessee	$1.33M	-$1.22M	1	0.85%	Reduced
2477	VCP Vista Capital Partners Portland, Oregon	$1.32M	-$56.5K	3	0.46%	Reduced
2478	KPCM Kings Point Capital Management Great Neck, New York	$1.31M	-$2.15M	5	0.43%	Reduced
2479	WA WESPAC Advisors Orinda, California	$1.31M	-$133K	2	1.14%	Reduced
2480	SSG Summit Securities Group New York	$1.3M	-$8.46M	7	0.78%	Reduced
2481	Empirical Wealth Management Seattle, Washington	$1.29M	+$207K	1	0.34%	Increased
2482	TIM Tortoise Investment Management White Plains, New York	$1.29M	+$19.2K	3	0.59%	Increased
2483	FC FCA Corp Houston, Texas	$1.27M	+$401K	3	0.78%	Increased
2484	OAM Occidental Asset Management Burlingame, California	$1.27M	+$1.22M	3	2.27%	New
2485	GCA Gideon Capital Advisors New York	$1.26M	+$108K	4	0.7%	Increased
2486	VWM Vector Wealth Management Minneapolis, Minnesota	$1.25M	+$36.9K	2	0.9%	Increased
2487	CA Capital Advantage Walnut Creek, California	$1.24M	+$216K	3	0.86%	Increased
2488	AC Alexandria Capital Arlington, Virginia	$1.23M	-$36K	12	0.54%	Reduced
2489	CAM CMT Asset Management Chicago, Illinois	$1.23M	-$230K	1	0.15%	Reduced
2490	IIA IPG Investment Advisors San Diego, California	$1.22M	+$576K	3	0.57%	Increased
2491	SG Somerset Group Wayzata, Minnesota	$1.22M	-$493K	1	1.16%	Reduced
2492	OIM Orca Investment Management Roseburg, Oregon	$1.22M	-$1.88K	3	1.01%	Reduced
2493	RI Redwood Investments Boston, Massachusetts	$1.21M	+$82.5K	3	0.17%	Increased
2494	TDC Thompson Davis & Co Richmond, Virginia	$1.21M	-$141K	22	2.01%	Reduced
2495	VF Virtu Financial New York	$1.19M	+$1.13M	3	0.16%	New
2496	CCM Crossvault Capital Management San Antonio, Texas	$1.19M	+$1.02M	1	1.16%	Increased
2497	IAS INR Advisory Services Media, Pennsylvania	$1.19M	-$416K	2	0.27%	Reduced
2498	KCP Kenmare Capital Partners New York	$1.19M	$0	1	0.6%	Maintained
2499	LSC Lesa Sroufe & Co Seattle, Washington	$1.19M	+$7.62K	2	0.65%	Increased
2500	FUBT First United Bank & Trust Oakland, Maryland	$1.18M	-$98.9K	2	1.27%	Reduced