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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	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$1.51M	+$77.8K	9	0.71%	Increased
2602	MSS Mitchell Sinkler & Starr Philadelphia, Pennsylvania	$1.5M	+$23.3K	2	1.69%	Increased
2603	WCM Wealthcare Capital Management Richmond, Virginia	$1.47M	+$1.49M	33	0.18%	Increased
2604	BHA Beech Hill Advisors New York	$1.46M	-$7.93K	3	0.68%	Reduced
2605	PCM Princeton Capital Management Red Bank, New Jersey	$1.45M	-$1.5M	1	1.42%	Reduced
2606	Northeast Financial Consultants Westport, Connecticut	$1.45M	$0	3	0.66%	Maintained
2607	JDR Jay D. Rosenbaum	$1.45M	-$409K	2	0.31%	Reduced
2608	CA Capital Advantage Walnut Creek, California	$1.44M	-$15.4K	3	0.59%	Reduced
2609	BWM Baystate Wealth Management Boston, Massachusetts	$1.43M	+$41.3K	1	0.39%	Increased
2610	SEC Seven Eight Capital New York	$1.42M	-$536K	11	2.37%	Reduced
2611	REMPR Roof Eidam Maycock Peralta (REMP) San Francisco, California	$1.42M	-$1.2M	3	1.14%	Reduced
2612	WCM Waterstone Capital Management St. Louis Park, Minnesota	$1.42M	+$1.37M	1	0.69%	New
2613	AIC Atlantic Investment Company Atlanta, Georgia	$1.41M	$0	3	2.77%	Maintained
2614	TCM TCS Capital Management New York	$1.41M	$0	1	0.92%	Maintained
2615	EP Edgestream Partners Princeton, New Jersey	$1.41M	+$424K	1	1.83%	Increased
2616	LOCC Lombard Odier & Cie (Canada) Montreal, Quebec, Canada	$1.4M	-$786K	5	2.19%	Reduced
2617	VCAM Valentine Capital Asset Management Danville, California	$1.4M	-$115K	1	0.41%	Reduced
2618	SIA Starfire Investment Advisers Southfield, Michigan	$1.4M	+$1.43M	3	0.91%	New
2619	DC Deschaine & Company Belleville, Illinois	$1.39M	-$9.58K	1	2.29%	Reduced
2620	JC Jetstream Capital Brentwood, Tennessee	$1.39M	-$523K	2	0.09%	Reduced
2621	Plancorp LLC Saint Louis, Missouri	$1.39M	+$600K	3	1.39%	Increased
2622	KWMG King Wealth Management Group Naples, Florida	$1.39M	-$762K	3	0.8%	Reduced
2623	Annex Advisory Services Brookfield, Wisconsin	$1.38M	+$259K	3	0.44%	Increased
2624	AMG Asset Management Group Stamford, Connecticut	$1.38M	-$1.67K	2	0.64%	Reduced
2625	SMC Smith, Moore & Co Clayton, Missouri	$1.37M	+$85.1K	4	0.72%	Increased