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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	LWA Lenox Wealth Advisors New York	$714K	-$22.3K	5	0.32%	Reduced
2577	Edgewood Management Greenwich, Connecticut	$706K	-$53.4K	2	0.01%	Reduced
2578	NEIRG New England Investment & Retirement Group North Andover, Massachusetts	$702K	+$34K	1	0.32%	Increased
2579	IOOF Independent Order of Foresters Toronto, Ontario, Canada	$686K	-$17.8K	1	0.69%	Reduced
2580	PNAA Pictet North America Advisors Geneva 73, Switzerland	$685K	+$486K	1	0.16%	Increased
2581	LCM Landscape Capital Management Englewood, New Jersey	$680K	+$326K	4	0.47%	Increased
2582	NIM NuWave Investment Management Parsippany, New Jersey	$679K	-$615K	9	1.95%	Reduced
2583	VAM Verity Asset Management Durham, North Carolina	$671K	+$646K	1	0.76%	New
2584	RAM Riggs Asset Management Dallas, Pennsylvania	$667K	+$199K	6	0.39%	Increased
2585	MCMT Moon Capital Management (Tennessee) Knoxville, Tennessee	$652K	$0	1	1.08%	Maintained
2586	AIP ARS Investment Partners New York	$651K	+$161K	1	0.1%	Increased
2587	RVP Relative Value Partners Northbrook, Illinois	$648K	$0	1	0.08%	Maintained
2588	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$647K	+$10.1K	2	0.44%	Increased
2589	TAM Thornmark Asset Management Toronto, Ontario, Canada	$646K	$0	1	1.66%	Maintained
2590	VFP Verus Financial Partners Richmond, Virginia	$641K	+$580	2	0.36%	Increased
2591	EP Edgestream Partners Princeton, New Jersey	$640K	-$549K	1	0.56%	Reduced
2592	HCM Harvey Capital Management Palm Beach, Florida	$635K	$0	1	0.25%	Maintained
2593	LIA LBMC Investment Advisors Brentwood, Tennessee	$635K	+$638K	1	0.15%	New
2594	IC IKOS CIF Limassol, Cyprus	$626K	-$1.81M	6	0.9%	Reduced
2595	MWP Moller Wealth Partners	$619K	$0	1	0.29%	Maintained
2596	GAM Gould Asset Management Claremont, California	$618K	+$112K	2	0.3%	Increased
2597	SCM Steward Capital Management Bloomfield Hills, Michigan	$617K	$0	1	1.66%	Maintained
2598	TCM TD Capital Management Memphis, Tennessee	$610K	$0	3	0.14%	Maintained
2599	FWSM First Wilshire Securities Management Pasadena, California	$606K	$0	1	0.11%	Maintained
2600	FMA Fiduciary Management Associates Chicago, Illinois	$602K	+$56.2K	1	0.04%	Increased