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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	AW Alpha Windward Westwood, Massachusetts	$2.67M	+$249K	15	1.95%	Increased
2477	WFG Wills Financial Group Richmond, Virginia	$2.67M	-$91.2K	2	2.35%	Reduced
2478	Prospera Financial Services Dallas, Texas	$2.66M	-$290K	3	0.58%	Reduced
2479	BOS Bank of Stockton Stockton, California	$2.66M	+$23.8K	5	1.52%	Increased
2480	BRF B. Riley Financial Los Angeles, California	$2.65M	+$2.53M	2	1.91%	New
2481	IAS INR Advisory Services Media, Pennsylvania	$2.63M	$0	2	0.5%	Maintained
2482	Moneta Group Investment Advisors St Louis, Missouri	$2.63M	-$634K	3	0.65%	Reduced
2483	FRM Fox Run Management Greenwich, Connecticut	$2.63M	+$2.63M	7	2.03%	New
2484	Garde Capital Seattle, Washington	$2.63M	-$2.83M	1	0.92%	Reduced
2485	PAM PVG Asset Management Golden, Colorado	$2.63M	+$2.68M	1	1.06%	New
2486	TCM Tieton Capital Management Yakima, Washington	$2.62M	-$2.32M	1	2.06%	Reduced
2487	Hengehold Capital Management Cincinnati, Ohio	$2.62M	-$110K	2	0.94%	Reduced
2488	Evanson Asset Management Carmel, California	$2.62M	-$209K	3	0.96%	Reduced
2489	MVA Mount Vernon Associates Baltimore, Maryland	$2.62M	+$14.1K	2	5.74%	Increased
2490	Versant Capital Management Phoenix, Arizona	$2.61M	+$2.56M	38	1.64%	New
2491	Landscape Capital Management Englewood, New Jersey	$2.61M	+$1.84M	7	0.33%	Increased
2492	FHC Forest Hill Capital Little Rock, Arkansas	$2.6M	$0	1	0.3%	Maintained
2493	JT Jump Trading Chicago, Illinois	$2.59M	+$993K	5	0.08%	Increased
2494	EFIC Eliot Finkel Investment Counsel Beverly Hills, California	$2.58M	+$2.62M	1	2.48%	New
2495	TNAM Terra Nova Asset Management New York	$2.58M	-$2.17M	2	2.86%	Reduced
2496	First Light Asset Management Edina, Minnesota	$2.57M	-$31.4K	1	1.08%	Reduced
2497	JWS Juncture Wealth Strategies Scottsdale, Arizona	$2.57M	+$339K	3	1.92%	Increased
2498	WP WealthPLAN Partners Omaha, Nebraska	$2.57M	+$7.41M	15	0.42%	New
2499	QGM Quality Growth Management Rancho Santa Fe, California	$2.56M	+$2.57M	1	2.83%	New
2500	CWA Asset Management Group Naples, Florida	$2.55M	+$2.47M	5	2.87%	New