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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
2626	EA Elm Advisors Burlingame, California	$1.45M	-$14.1K	2	1.32%	Reduced
2627	MSS Mitchell Sinkler & Starr Philadelphia, Pennsylvania	$1.45M	-$645K	2	1.62%	Reduced
2628	DBT Dubuque Bank & Trust Dubuque, Iowa	$1.44M	-$61.8K	17	0.23%	Reduced
2629	Northeast Financial Consultants Westport, Connecticut	$1.44M	-$94.5K	3	0.76%	Reduced
2630	LPU Lansdowne Partners (UK) London, United Kingdom	$1.44M	-$3.48M	2	0.01%	Reduced
2631	PA Planning Alternatives Birmingham, Michigan	$1.42M	+$106K	2	0.31%	Increased
2632	SFM Signature Financial Management Norfolk, Virginia	$1.41M	-$1.26M	4	0.99%	Reduced
2633	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$1.41M	-$271K	6	3.98%	Reduced
2634	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$1.41M	+$236K	14	0.22%	Increased
2635	KA Kovack Advisors Ft. Lauderdale, Florida	$1.41M	-$28.6K	5	1.45%	Reduced
2636	BFPW BOK Financial Private Wealth Denver, Colorado	$1.4M	-$55.2K	2	0.23%	Reduced
2637	AP AlpInvest Partners Amsterdam, Netherlands	$1.4M	-$226K	2	3.47%	Reduced
2638	BWA Burt Wealth Advisors North Bethesda, Maryland	$1.39M	+$1.42M	5	1.48%	New
2639	SNS Financial Group Minneapolis, Minnesota	$1.39M	+$686K	2	0.55%	Increased
2640	BWM Baystate Wealth Management Boston, Massachusetts	$1.39M	-$221K	1	0.44%	Reduced
2641	PFA Paradigm Financial Advisors Des Peres, Missouri	$1.38M	-$356K	3	1.12%	Reduced
2642	MVM McClain Value Management New Canaan, Connecticut	$1.37M	+$1.12M	1	0.28%	New
2643	VWM Vector Wealth Management Minneapolis, Minnesota	$1.37M	-$151K	3	1.03%	Reduced
2644	TIM Tortoise Investment Management White Plains, New York	$1.35M	+$127K	8	0.54%	Increased
2645	AMG Asset Management Group Stamford, Connecticut	$1.35M	+$9.32K	2	0.68%	Increased
2646	ODCM Old Dominion Capital Management Charlottesville, Virginia	$1.35M	-$117K	2	1.39%	Reduced
2647	TDC Thompson Davis & Co Richmond, Virginia	$1.35M	-$35.1K	34	1.56%	Reduced
2648	PSC Piper Sandler & Co Minneapolis, Minnesota	$1.34M	+$458K	2	0.65%	Increased
2649	SG Somerset Group Wayzata, Minnesota	$1.34M	-$46.9K	1	1.19%	Reduced
2650	WI Wedgewood Investors Erie, Pennsylvania	$1.34M	+$31.9K	2	1.32%	Increased