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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	Asset Dedication LLC San Francisco, California	$2.52M	-$2.06M	15	1.85%	Reduced
2527	BCA Benchmark Capital Advisors New York	$2.51M	-$666K	1	2.21%	Reduced
2528	SWA Sutton Wealth Advisors Tampa, Florida	$2.51M	+$2.31M	32	2.38%	New
2529	BRF B. Riley Financial Los Angeles, California	$2.49M	-$52.4K	2	1.83%	Reduced
2530	TRUE Private Wealth Advisors Salem, Oregon	$2.49M	+$652K	4	0.97%	Increased
2531	Landscape Capital Management Englewood, New Jersey	$2.49M	-$247K	3	0.3%	Reduced
2532	HC Hawkins Capital Houston, Texas	$2.48M	$0	1	0.95%	Maintained
2533	LCP Legacy Capital Partners Milwaukee, Wisconsin	$2.48M	-$63.8K	2	1.6%	Reduced
2534	IMA Advisory Services Denver, Colorado	$2.48M	+$25.7K	2	1.44%	Increased
2535	JNBA Financial Advisors Bloomington, Minnesota	$2.47M	-$87.7K	8	0.89%	Reduced
2536	Koshinski Asset Management Decatur, Illinois	$2.46M	+$750K	4	1.59%	Increased
2537	MCMT Moon Capital Management (Tennessee) Knoxville, Tennessee	$2.46M	+$16.7K	1	3.13%	Increased
2538	SSCM Summit Street Capital Management New York	$2.45M	$0	1	2.54%	Maintained
2539	Prospera Financial Services Dallas, Texas	$2.44M	-$247K	3	0.54%	Reduced
2540	Annex Advisory Services Brookfield, Wisconsin	$2.44M	-$67.5K	3	0.69%	Reduced
2541	Keel Point Huntsville, Alabama	$2.43M	+$151K	4	1.23%	Increased
2542	WM WCG Management New York	$2.43M	-$2.94M	1	2.93%	Reduced
2543	CCM Courage Capital Management Nashville, Tennessee	$2.41M	$0	1	1.15%	Maintained
2544	SIG Schooner Investment Group Wayne, Pennsylvania	$2.41M	-$164K	3	4.63%	Reduced
2545	GPC Guardian Point Capital Charlottesville, Virginia	$2.41M	+$2.46M	1	2.06%	New
2546	CSA Cottage Street Advisors Marion, Massachusetts	$2.41M	+$76.5K	2	2.11%	Increased
2547	HPCM High Pointe Capital Management Chicago, Illinois	$2.39M	-$1.8M	1	3.46%	Reduced
2548	Quinn Opportunity Partners Charlottesville, Virginia	$2.38M	$0	1	0.91%	Maintained
2549	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$2.38M	+$1.21K	3	1.46%	Increased
2550	EDRS Edmond de Rothschild (Suisse) Geneva, Switzerland	$2.36M	+$478K	7	0.98%	Increased