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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	AIC Atlantic Investment Company Atlanta, Georgia	$1.43M	-$26.2K	3	3.42%	Reduced
2627	WA WealthTrust-Arizona Scottsdale, Arizona	$1.43M	+$75K	29	0.86%	Increased
2628	EA Elm Advisors Burlingame, California	$1.42M	+$206K	2	1.34%	Increased
2629	KWMG King Wealth Management Group Naples, Florida	$1.4M	-$17.8K	3	0.77%	Reduced
2630	SM Southport Management Wilson, Wyoming	$1.39M	$0	1	1.8%	Maintained
2631	DP DSAM Partners London, United Kingdom	$1.39M	+$1.3M	1	0.25%	New
2632	SIA Starfire Investment Advisers Southfield, Michigan	$1.39M	-$19.9K	3	0.92%	Reduced
2633	CHP Cable Hill Partners Portland, Oregon	$1.38M	+$83.6K	22	1.04%	Increased
2634	AMG Asset Management Group Stamford, Connecticut	$1.38M	+$10.5K	2	0.62%	Increased
2635	TIM Tortoise Investment Management White Plains, New York	$1.38M	-$7.98K	6	0.52%	Reduced
2636	CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota	$1.36M	+$545K	2	0.27%	Increased
2637	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$1.36M	+$11.8K	5	4.02%	Increased
2638	BWA Burt Wealth Advisors North Bethesda, Maryland	$1.35M	+$528	4	1.47%	Increased
2639	TT Tiedemann Trust Wilmington, Delaware	$1.34M	-$60.3K	2	0.11%	Reduced
2640	CFA Capstone Financial Advisors Downers Grove, Illinois	$1.34M	-$253K	2	0.52%	Reduced
2641	Rothschild & Co Wealth Management (UK) London, United Kingdom	$1.34M	-$991K	2	0.14%	Reduced
2642	DR Davis Rea Toronto, Ontario, Canada	$1.33M	$0	2	0.82%	Maintained
2643	SWM Strategic Wealth Management Kirkland, Washington	$1.32M	$0	1	1.53%	Maintained
2644	BWM Baystate Wealth Management Boston, Massachusetts	$1.32M	-$132K	1	0.35%	Reduced
2645	KCM Keane Capital Management Charlotte, North Carolina	$1.3M	-$1.02M	1	1.34%	Reduced
2646	TMC Trellus Management Company Delray Beach, Florida	$1.3M	-$246K	3	1.47%	Reduced
2647	CCM Canal Capital Management Richmond, Virginia	$1.3M	+$51.9K	1	1.21%	Increased
2648	EWMCB EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey	$1.3M	+$626K	2	1%	Increased
2649	ODCM Old Dominion Capital Management Charlottesville, Virginia	$1.28M	-$12.5K	2	1.48%	Reduced
2650	WI Wedgewood Investors Erie, Pennsylvania	$1.28M	-$9.13K	2	1.23%	Reduced