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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	AWS Aris Wealth Services State College, Pennsylvania	$1.75M	+$97.6K	13	1.6%	Increased
2577	Northeast Financial Consultants Westport, Connecticut	$1.75M	+$392K	4	0.78%	Increased
2578	KA KLCM Advisors Milwaukee, Wisconsin	$1.75M	+$629K	4	0.44%	Increased
2579	VWM Vector Wealth Management Minneapolis, Minnesota	$1.73M	+$38.8K	3	1.36%	Increased
2580	TAA TB Alternative Assets Grand Cayman, Cayman Islands	$1.72M	+$1.36M	1	2.26%	Increased
2581	SG Swarthmore Group Philadelphia, Pennsylvania	$1.72M	+$216K	3	0.16%	Increased
2582	CRIG Charter Research & Investment Group Southport, Connecticut	$1.72M	$0	4	1.91%	Maintained
2583	FI FCM Investments Dallas, Texas	$1.72M	-$2.44K	3	0.82%	Reduced
2584	SIC Shoker Investment Counsel Oxford, Ohio	$1.72M	-$36.8K	2	1.61%	Reduced
2585	GWS Glassman Wealth Services Vienna, Virginia	$1.71M	+$54.7K	9	1.38%	Increased
2586	SAM Shamrock Asset Management Dallas, Texas	$1.69M	-$234K	9	0.79%	Reduced
2587	EWM Evermay Wealth Management Arlington, Virginia	$1.68M	-$60K	3	1%	Reduced
2588	NO Ninety One Cape Town, South Africa	$1.68M	+$1.73M	4	1.54%	New
2589	LI Longer Investments Fayetteville, Arkansas	$1.67M	-$1.79M	1	1.47%	Reduced
2590	CCM Carlson Capital Management Northfield, Minnesota	$1.66M	+$1.71K	2	0.63%	Increased
2591	Heritage Wealth Advisors Richmond, Virginia	$1.66M	-$201K	3	1.38%	Reduced
2592	CL CIM LLC Albany, New York	$1.66M	-$8.89M	4	0.79%	Reduced
2593	ECM Empirical Capital Management Hendersonville, Tennessee	$1.66M	$0	2	1.52%	Maintained
2594	FIM Fernwood Investment Management Quincy, Massachusetts	$1.65M	-$206K	5	1.3%	Reduced
2595	ACI Advance Capital I Southfield, Michigan	$1.64M	-$624K	2	1.08%	Reduced
2596	ACM Americafirst Capital Management Roseville, California	$1.64M	-$241K	2	0.89%	Reduced
2597	CCM Condor Capital Management Martinsville, New Jersey	$1.63M	+$173K	4	0.39%	Increased
2598	TL TowerView LLC New York	$1.63M	$0	1	0.79%	Maintained
2599	PCI Pacifica Capital Investments Leander, Texas	$1.63M	$0	2	1%	Maintained
2600	SS Sunbelt Securities Houston, Texas	$1.62M	+$426K	3	2.23%	Increased