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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
2551	B Bellecapital Zurich, Switzerland	$1.94M	-$1.2M	3	2.64%	Reduced
2552	New York Life Investment Management New York	$1.93M	+$979K	7	0.23%	Increased
2553	GWM Graybill Wealth Management Elmhurst, Illinois	$1.87M	-$24.5K	1	1.42%	Reduced
2554	SEC Seven Eight Capital New York	$1.87M	-$1.28M	15	3.11%	Reduced
2555	SCG Sonata Capital Group Seattle, Washington	$1.87M	+$1.86M	2	1.69%	New
2556	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$1.86M	-$44.4K	3	1.3%	Reduced
2557	GAG GM Advisory Group Melville, New York	$1.86M	-$228K	3	1.01%	Reduced
2558	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$1.86M	-$107K	10	1.22%	Reduced
2559	FWM Frontier Wealth Management Kansas City, Missouri	$1.86M	+$1.87M	4	0.35%	New
2560	BCM Boyle Capital Management West Des Moines, Iowa	$1.85M	+$965K	1	1.71%	Increased
2561	CRIG Charter Research & Investment Group Southport, Connecticut	$1.84M	+$1.83M	4	2.01%	New
2562	GWS Glassman Wealth Services Vienna, Virginia	$1.82M	+$1.8M	10	1.32%	New
2563	JC Jetstream Capital Brentwood, Tennessee	$1.82M	+$1.83M	3	0.14%	New
2564	SC Shellback Capital Boston, Massachusetts	$1.82M	+$1.75M	1	0.21%	New
2565	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$1.8M	+$1.77M	2	1.91%	New
2566	SIC Shoker Investment Counsel Oxford, Ohio	$1.8M	-$294K	2	1.67%	Reduced
2567	EWM Evermay Wealth Management Arlington, Virginia	$1.79M	-$78.7K	3	1.16%	Reduced
2568	OC Oakworth Capital Birmingham, Alabama	$1.78M	+$192K	15	0.92%	Increased
2569	WFG Wills Financial Group Richmond, Virginia	$1.78M	-$956	2	1.44%	Reduced
2570	PAA Peregrine Asset Advisers Portland, Oregon	$1.78M	-$3.13M	4	1.25%	Reduced
2571	NVIM New Vernon Investment Management Highland Park, Illinois	$1.77M	+$1.79M	1	1.2%	New
2572	Heritage Wealth Advisors Richmond, Virginia	$1.77M	+$567K	4	1.58%	Increased
2573	SAM Summit Asset Management Memphis, Tennessee	$1.77M	-$20.8K	2	1.28%	Reduced
2574	TPCM Three Peaks Capital Management Castle Rock, Colorado	$1.76M	-$1.96M	1	0.87%	Reduced
2575	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$1.75M	+$1.75M	6	1.33%	New