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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	Karpus Investment Management Pittsford, New York	$996K	-$3.03K	2	0.05%	Reduced
2527	VCM Vigilant Capital Management Portland, Maine	$990K	+$89.6K	7	0.21%	Increased
2528	Annex Advisory Services Brookfield, Wisconsin	$985K	+$213K	3	0.33%	Increased
2529	DOA D'Orazio & Associates Falls Church, Virginia	$985K	-$33K	4	0.72%	Reduced
2530	BCM Brightfield Capital Management New York	$977K	-$2.52M	1	1.21%	Reduced
2531	TFO Tarbox Family Office Newport Beach, California	$969K	+$27.7K	17	0.87%	Increased
2532	RPA Rock Point Advisors Burlington, Vermont	$951K	-$100K	2	0.46%	Reduced
2533	ZTNA Zions Trust National Association Salt Lake City, Utah	$944K	-$119K	3	1.31%	Reduced
2534	AC Amiya Capital London, United Kingdom	$938K	-$660K	1	1.29%	Reduced
2535	SA SRH Advisors Salina, Kansas	$934K	+$8.88K	10	7.2%	Increased
2536	ACM Argonaut Capital Management New York	$927K	+$892K	1	1.26%	New
2537	RP Raiff Partners New York	$927K	+$892K	1	0.95%	New
2538	Merriman Wealth Management Seattle, Washington	$920K	+$439K	1	1.19%	Increased
2539	KCP Kenmare Capital Partners New York	$903K	$0	1	0.46%	Maintained
2540	PC Pecaut & Co Sioux City, Iowa	$901K	-$250K	1	0.89%	Reduced
2541	New York Life Investment Management New York	$894K	+$16.5K	3	0.15%	Increased
2542	PHK Point72 Hong Kong Hong Kong	$889K	+$853K	14	0.49%	New
2543	SCA Stillwater Capital Advisors Devon, Pennsylvania	$880K	+$199K	2	0.29%	Increased
2544	CAL Capital Advisors Ltd Shaker Heights, Ohio	$868K	-$64.7K	4	0.49%	Reduced
2545	HF Hoxton Financial Shepherdstown, West Virginia	$863K	+$1.33K	7	0.38%	Increased
2546	BEC Blue Edge Capital Richmond, Virginia	$854K	$0	1	0.6%	Maintained
2547	MG MDE Group Morristown, New Jersey	$846K	-$309K	1	0.21%	Reduced
2548	FMA FNY Managed Accounts New York	$845K	+$359K	6	2.53%	Increased
2549	KFA Kays Financial Advisory Atlanta, Georgia	$844K	+$55K	1	0.62%	Increased
2550	NC NewSquare Capital Newtown Square, Pennsylvania	$842K	+$38.8K	7	0.3%	Increased