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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
2601	WCA Westover Capital Advisors Wilmington, Delaware	$1.6M	-$104K	3	1.37%	Reduced
2602	MUFG Securities EMEA London, United Kingdom	$1.59M	-$1.8M	2	0.42%	Reduced
2603	Wealth Enhancement Advisory Services Plymouth, Minnesota	$1.59M	+$1.52M	2	0.63%	New
2604	NYLT New York Life Trust New York	$1.59M	+$541K	8	6.26%	Increased
2605	PIM Parasol Investment Management Westmont, Illinois	$1.56M	+$348K	4	1.08%	Increased
2606	CA Capital Advantage Walnut Creek, California	$1.56M	+$445K	3	0.64%	Increased
2607	AF Affiance Financial St. Louis Park, Minnesota	$1.56M	+$1.54M	4	2.73%	New
2608	AIM Advantage Investment Management Cedar Rapids, Iowa	$1.55M	+$1.53M	16	1.15%	New
2609	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$1.54M	-$34.2K	6	0.4%	Reduced
2610	WCA Whetstone Capital Advisors Shawnee Mission, Kansas	$1.54M	+$94.3K	1	0.74%	Increased
2611	BHA Beech Hill Advisors New York	$1.54M	-$1.13M	3	0.77%	Reduced
2612	SIC SFE Investment Counsel Los Angeles, California	$1.54M	-$34.2K	2	0.63%	Reduced
2613	CFA Capstone Financial Advisors Downers Grove, Illinois	$1.54M	-$188K	2	0.48%	Reduced
2614	JIP Jaffetilchin Investment Partners Tampa, Florida	$1.53M	-$2.1M	4	0.52%	Reduced
2615	ECM EII Capital Management New York	$1.53M	+$1.59M	1	0.18%	New
2616	Kohlberg Kravis Roberts & Co New York	$1.52M	+$1.5M	1	0.02%	New
2617	AC Alexandria Capital Arlington, Virginia	$1.52M	-$5.77K	16	0.6%	Reduced
2618	AIC Atlantic Investment Company Atlanta, Georgia	$1.51M	+$1.51M	3	2.12%	New
2619	TT Tiedemann Trust Wilmington, Delaware	$1.5M	+$205K	3	0.13%	Increased
2620	DDC Daniel Devine & Co Parkland, Florida	$1.5M	+$1.48M	1	1.07%	New
2621	CCB Cutter & Co Brokerage Ballwin, Missouri	$1.49M	+$18.4K	2	0.57%	Increased
2622	DLHL Donald L. Hagan LLC Sarasota, Florida	$1.48M	+$1.49M	3	1.38%	New
2623	VNB Valley National Bancorp New York	$1.47M	-$364K	9	1.79%	Reduced
2624	RWM Raffa Wealth Management Washington, District of Columbia	$1.45M	-$1.8K	26	0.88%	Reduced
2625	AWS Aris Wealth Services State College, Pennsylvania	$1.45M	-$1.36M	4	1.61%	Reduced