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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
2526	KA KLCM Advisors Milwaukee, Wisconsin	$1.01M	-$95.8K	2	0.27%	Reduced
2527	Karpus Investment Management Pittsford, New York	$996K	-$361K	2	0.05%	Reduced
2528	Modera Wealth Management Westwood, New Jersey	$995K	-$743K	1	0.39%	Reduced
2529	CWM Confluence Wealth Management Portland, Oregon	$991K	+$924K	2	0.75%	New
2530	DOA D'Orazio & Associates Falls Church, Virginia	$983K	-$21.1K	4	0.77%	Reduced
2531	SC Saiers Capital New York	$982K	-$6.26M	1	0.28%	Reduced
2532	BCM Beck Capital Management Austin, Texas	$963K	-$13.9K	2	0.74%	Reduced
2533	CCM Concourse Capital Management Atlanta, Georgia	$963K	+$1.04M	1	0.67%	New
2534	MHS M Holdings Securities Portland, Oregon	$949K	-$1.48M	2	1%	Reduced
2535	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$946K	-$45.9K	2	0.65%	Reduced
2536	MS Marshall & Sullivan Seattle, Washington	$945K	-$19.3K	2	1.7%	Reduced
2537	TFO Tarbox Family Office Newport Beach, California	$930K	-$280K	15	0.83%	Reduced
2538	PAM Premier Asset Management Chicago, Illinois	$916K	+$212K	2	0.25%	Increased
2539	MCMT Moon Capital Management (Tennessee) Knoxville, Tennessee	$913K	-$6.04K	2	1.23%	Reduced
2540	FMA FNY Managed Accounts New York	$912K	-$663K	3	2.42%	Reduced
2541	SCP Syntal Capital Partners Midland, Texas	$909K	+$1.06M	3	0.53%	New
2542	Heritage Wealth Advisors Richmond, Virginia	$902K	-$224K	1	1.04%	Reduced
2543	SA SRH Advisors Salina, Kansas	$897K	+$227K	5	7.18%	Increased
2544	VCM Vigilant Capital Management Portland, Maine	$895K	+$52.4K	7	0.21%	Increased
2545	MWP Moller Wealth Partners	$894K	+$199K	2	0.46%	Increased
2546	KIA Kopp Investment Advisors Bloomington, Minnesota	$892K	+$45.1K	1	0.37%	Increased
2547	DWA Dorsey Wright & Associates Pasadena, California	$884K	-$24.5K	1	0.12%	Reduced
2548	HCP Holt Capital Partners Fort Worth, Texas	$881K	-$46.1K	3	0.51%	Reduced
2549	YCM Yorkville Capital Management New York	$880K	$0	1	0.67%	Maintained
2550	LWM Lenox Wealth Management Cincinnati, Ohio	$869K	-$34.9K	6	0.45%	Reduced