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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	NBG Nancy B. Gardiner	$3.38M	-$15.4K	4	8.58%	Reduced
2527	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$3.35M	+$5.63K	3	1.47%	Increased
2528	PH Pinnacle Holdings Tulsa, Oklahoma	$3.35M	-$213K	2	1.3%	Reduced
2529	BTIS BB&T Investment Services Charlotte, North Carolina	$3.33M	+$3.29M	28	2.45%	New
2530	KC Kingfisher Capital Charlotte, North Carolina	$3.33M	-$1.92M	2	2.51%	Reduced
2531	MFW Mosaic Family Wealth St. Louis, Missouri	$3.33M	-$289K	16	1.53%	Reduced
2532	Capital Wealth Planning Naples, Florida	$3.32M	+$1.62M	2	2.93%	Increased
2533	RA Rational Advisors Huntington, New York	$3.32M	-$1.11M	3	3.16%	Reduced
2534	WPA Winning Points Advisors Boca Raton, Florida	$3.32M	+$3.2M	2	3.62%	New
2535	Ronald Blue & Co Roswell, Georgia	$3.31M	-$91.3K	3	0.13%	Reduced
2536	CSA Cottage Street Advisors Marion, Massachusetts	$3.3M	-$226K	2	2.52%	Reduced
2537	Hawk Ridge Capital Management Los Angeles, California	$3.28M	+$3.68M	1	1.64%	New
2538	Hillsdale Investment Management Toronto, Ontario, Canada	$3.25M	-$866K	17	0.68%	Reduced
2539	TCM Teza Capital Management Chicago, Illinois	$3.25M	+$3.27M	11	4.55%	New
2540	NFG Nadler Financial Group Deerfield, Illinois	$3.24M	+$734K	3	1.2%	Increased
2541	RCMC RK Capital Management (Colorado) Denver, Colorado	$3.23M	-$614K	1	0.67%	Reduced
2542	MM Midas Management New York	$3.22M	-$63.7K	2	1.52%	Reduced
2543	HA Hamel Associates Chatham, New Jersey	$3.22M	-$116K	3	1.66%	Reduced
2544	VAM Visionary Asset Management Houston, Texas	$3.22M	+$178K	1	1.05%	Increased
2545	GCMG Gyroscope Capital Management Group Naples, Florida	$3.22M	+$606K	4	2.15%	Increased
2546	TPWA TRUE Private Wealth Advisors Salem, Oregon	$3.22M	+$338K	4	0.79%	Increased
2547	QCMNJ Quantum Capital Management (New Jersey) Northfield, New Jersey	$3.2M	+$3.59M	1	1.02%	New
2548	Kovitz Investment Group Partners Chicago, Illinois	$3.2M	+$346K	2	0.19%	Increased
2549	Annex Advisory Services Brookfield, Wisconsin	$3.2M	+$603K	3	0.78%	Increased
2550	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$3.2M	-$451K	2	1.69%	Reduced