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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
2576	PO Private Ocean San Rafael, California	$682K	+$111K	6	0.51%	Increased
2577	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$678K	+$98K	11	1.82%	Increased
2578	Van Lanschot Kempen Investment Management Amsterdam, Netherlands	$673K	$0	1	0.06%	Maintained
2579	NC NewSquare Capital Newtown Square, Pennsylvania	$666K	+$155	4	0.27%	Increased
2580	VCAM Valentine Capital Asset Management Danville, California	$654K	-$37K	1	0.14%	Reduced
2581	LFG LifePlan Financial Group Dayton, Ohio	$648K	+$22.2K	8	0.51%	Increased
2582	Edgewood Management Greenwich, Connecticut	$641K	+$205K	2	0.01%	Increased
2583	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$633K	-$634K	3	0.44%	Reduced
2584	MLM Mount Lucas Management Newtown, Pennsylvania	$633K	-$144K	3	0.09%	Reduced
2585	KBG Kahn Brothers Group New York	$632K	$0	1	0.09%	Maintained
2586	STIA Stone Toro Investment Advisers Princeton, New Jersey	$631K	+$614K	1	0.89%	New
2587	TT Tiedemann Trust Wilmington, Delaware	$630K	$0	2	0.07%	Maintained
2588	ESBC E.S. Barr & Co Lexington, Kentucky	$628K	$0	2	0.08%	Maintained
2589	SCM Steward Capital Management Bloomfield Hills, Michigan	$626K	$0	1	1.08%	Maintained
2590	HCM Hilton Capital Management Garden City, New York	$625K	+$187K	2	0.24%	Increased
2591	IOOF Independent Order of Foresters Toronto, Ontario, Canada	$623K	-$176K	1	0.57%	Reduced
2592	NEPWA New England Private Wealth Advisors Wellesley, Massachusetts	$618K	-$8.14K	2	0.26%	Reduced
2593	GC Gratry & Company Beachwood, Ohio	$616K	-$1.5K	1	0.22%	Reduced
2594	SCA Stillwater Capital Advisors Devon, Pennsylvania	$612K	+$35.5K	1	0.22%	Increased
2595	LIA LBMC Investment Advisors Brentwood, Tennessee	$605K	+$15.5K	1	0.15%	Increased
2596	HIM Hanlon Investment Management Egg Harbor Township, New Jersey	$603K	+$643K	1	0.27%	New
2597	VFP Verus Financial Partners Richmond, Virginia	$599K	+$110K	2	0.33%	Increased
2598	EWM Evermay Wealth Management Arlington, Virginia	$597K	+$561K	2	0.64%	New
2599	TCM TD Capital Management Memphis, Tennessee	$587K	+$10.6K	3	0.14%	Increased
2600	HP HT Partners Centerbrook, Connecticut	$576K	-$1.85M	2	0.38%	Reduced