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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	MCMT Moon Capital Management (Tennessee) Knoxville, Tennessee	$2.45M	-$7.59K	1	3.06%	Reduced
2527	CWM Confluence Wealth Management Portland, Oregon	$2.44M	-$262K	3	1.2%	Reduced
2528	Empirical Wealth Management Seattle, Washington	$2.43M	-$37.1K	2	0.64%	Reduced
2529	GP Geneva Partners Lake Geneva, Wisconsin	$2.4M	+$1.86M	2	2.15%	New
2530	BRF B. Riley Financial Los Angeles, California	$2.39M	$0	2	1.38%	Maintained
2531	FHC First Heartland Consultants Lake St. Louis, Missouri	$2.39M	+$263K	3	0.26%	Increased
2532	MCWS McKinley Carter Wealth Services Wheeling, West Virginia	$2.38M	-$826K	5	1.24%	Reduced
2533	NBG Nancy B. Gardiner	$2.38M	+$206K	4	7.64%	Increased
2534	QOP Quinn Opportunity Partners Charlottesville, Virginia	$2.38M	$0	1	0.93%	Maintained
2535	RIG Roosevelt Investment Group New York	$2.38M	-$981K	3	0.18%	Reduced
2536	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$2.37M	-$186K	6	1.93%	Reduced
2537	OAM Occidental Asset Management Burlingame, California	$2.36M	+$55.7K	5	2.07%	Increased
2538	QCMC Quantum Capital Management (California) San Francisco, California	$2.35M	-$302K	4	0.33%	Reduced
2539	WIP Wellesley Investment Partners Wellesley, Massachusetts	$2.35M	+$239K	3	1.26%	Increased
2540	DIP DT Investment Partners Chadds Ford, Pennsylvania	$2.34M	+$338K	3	0.63%	Increased
2541	SRCM Swift Run Capital Management Charlottesville, Virginia	$2.33M	+$208K	4	1.49%	Increased
2542	BCA Benchmark Capital Advisors New York	$2.33M	-$1.98K	2	1.9%	Reduced
2543	LCP Legacy Capital Partners Milwaukee, Wisconsin	$2.33M	-$116K	2	1.45%	Reduced
2544	RFA Reilly Financial Advisors La Mesa, California	$2.32M	+$467K	20	0.43%	Increased
2545	CCP Cardan Capital Partners Denver, Colorado	$2.32M	+$32.6K	1	0.57%	Increased
2546	SIC Shoker Investment Counsel Oxford, Ohio	$2.32M	-$22K	3	2.06%	Reduced
2547	NFG Nadler Financial Group Deerfield, Illinois	$2.31M	+$31.8K	3	0.97%	Increased
2548	RQS Ramsey Quantitative Systems Louisville, Kentucky	$2.3M	+$875K	3	2.52%	Increased
2549	DVM Dreman Value Management West Palm Beach, Florida	$2.3M	-$6.9M	5	1.42%	Reduced
2550	Capital Wealth Planning Naples, Florida	$2.29M	-$5.75M	2	1.72%	Reduced