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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
2501	Dynamic Advisor Solutions Phoenix, Arizona	$3.55M	+$501K	4	1.41%	Increased
2502	GEA Glen Eagle Advisors Kingston, New Jersey	$3.55M	+$3.45M	16	3.2%	New
2503	VNA Valley National Advisers Bethlehem, Pennsylvania	$3.54M	-$2.37M	18	1.63%	Reduced
2504	KP Keel Point Huntsville, Alabama	$3.54M	-$48.3K	6	0.8%	Reduced
2505	CC Cadinha & Co Honolulu, Hawaii	$3.54M	-$235K	2	0.61%	Reduced
2506	FIM FourPoints Investment Managers Paris, France	$3.54M	-$6.09M	2	3.13%	Reduced
2507	PA Perennial Advisors New York	$3.53M	+$3.42M	7	2.93%	New
2508	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$3.51M	+$275K	31	1.77%	Increased
2509	SIAP Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania	$3.5M	+$3.42M	6	2.8%	New
2510	Prospera Financial Services Dallas, Texas	$3.5M	-$79.7K	5	0.69%	Reduced
2511	TWM Torch Wealth Management Cincinnati, Ohio	$3.5M	-$207K	3	2.47%	Reduced
2512	KKAMG Kernodle & Katon Asset Management Group Searcy, Arkansas	$3.49M	+$18K	11	2.09%	Increased
2513	HCA Horan Capital Advisors Cincinnati, Ohio	$3.48M	+$722	2	2.6%	Increased
2514	NG Northstar Group New York	$3.48M	-$140K	5	2.4%	Reduced
2515	BCM BlueMar Capital Management Miami, Florida	$3.46M	-$1.86M	1	1.85%	Reduced
2516	BW Bison Wealth Atlanta, Georgia	$3.46M	+$114K	6	2.95%	Increased
2517	Waverly Advisors Birmingham, Alabama	$3.45M	+$837K	6	1.28%	Increased
2518	PAWC P.A.W. Capital Greenwich, Connecticut	$3.45M	-$1.48M	1	3.89%	Reduced
2519	BSWMG Barrington Strategic Wealth Management Group Chicago, Illinois	$3.44M	-$15.9K	2	1.85%	Reduced
2520	BOS Bingham Osborn & Scarborough San Francisco, California	$3.44M	-$56K	4	0.36%	Reduced
2521	Northeast Financial Consultants Westport, Connecticut	$3.42M	+$87.3K	6	1.53%	Increased
2522	IFB iAB Financial Bank Fort Wayne, Indiana	$3.4M	+$84.8K	4	1.92%	Increased
2523	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$3.4M	-$226K	3	2.52%	Reduced
2524	Plancorp LLC Saint Louis, Missouri	$3.38M	+$1.47M	3	0.96%	Increased
2525	CFP Cornerstone Financial Partners Huntersville, North Carolina	$3.38M	-$2.54M	5	1.08%	Reduced