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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	KA Kovack Advisors Ft. Lauderdale, Florida	$1.62M	-$4.53K	5	1.14%	Reduced
2602	NIS National Investment Services Milwaukee, Wisconsin	$1.61M	-$3.31M	1	1.68%	Reduced
2603	KFA Kays Financial Advisory Atlanta, Georgia	$1.59M	+$65.8K	2	0.92%	Increased
2604	LMAM Legg Mason Asset Management Tokyo, Japan	$1.59M	-$586K	3	1.44%	Reduced
2605	DW Domani Wealth Lancaster, Pennsylvania	$1.58M	+$1.46M	3	0.86%	Increased
2606	MVM McClain Value Management New Canaan, Connecticut	$1.58M	+$347K	1	0.39%	Increased
2607	KCM KSA Capital Management Morristown, New Jersey	$1.58M	+$1.63M	1	0.58%	New
2608	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$1.57M	-$375K	11	1.77%	Reduced
2609	DC Deschaine & Company Belleville, Illinois	$1.57M	+$56.7K	1	2.47%	Increased
2610	AF Affiance Financial St. Louis Park, Minnesota	$1.54M	$0	4	1.96%	Maintained
2611	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$1.53M	-$13.3K	6	0.87%	Reduced
2612	New York Life Investment Management New York	$1.52M	+$308K	5	0.17%	Increased
2613	HA Harfst & Associates Sheridan, Wyoming	$1.52M	+$1.56M	9	0.85%	New
2614	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$1.51M	-$8.94K	9	0.78%	Reduced
2615	DDC Daniel Devine & Co Parkland, Florida	$1.51M	$0	1	1.04%	Maintained
2616	IAM Ion Asset Management Herzliya, Israel	$1.51M	+$1.03M	2	1.76%	Increased
2617	GAG GM Advisory Group Melville, New York	$1.5M	-$561K	2	0.59%	Reduced
2618	FA FCG Advisors Chatham, New Jersey	$1.5M	-$429K	3	1.17%	Reduced
2619	TC TradeLink Capital Chicago, Illinois	$1.48M	-$917K	3	2.2%	Reduced
2620	WMC Westwood Management Corporation Chicago, Illinois	$1.48M	-$210K	1	0.25%	Reduced
2621	JDR Jay D. Rosenbaum	$1.46M	-$90K	2	0.33%	Reduced
2622	VCM Vigilant Capital Management Portland, Maine	$1.44M	+$626K	8	0.26%	Increased
2623	MSS Mitchell Sinkler & Starr Philadelphia, Pennsylvania	$1.44M	+$3.84K	2	1.7%	Increased
2624	LBG Lloyds Banking Group London, United Kingdom	$1.43M	-$3.99M	3	9.19%	Reduced
2625	REMPR Roof Eidam Maycock Peralta (REMP) San Francisco, California	$1.43M	-$4.4K	3	1.18%	Reduced