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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	JDR Jay D. Rosenbaum	$1.83M	+$92.7K	2	0.26%	Increased
2627	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$1.83M	+$417K	9	1.37%	Increased
2628	SAM Summit Asset Management Memphis, Tennessee	$1.82M	+$8.43K	2	1.16%	Increased
2629	KFA Kays Financial Advisory Atlanta, Georgia	$1.82M	+$223K	1	0.82%	Increased
2630	NIS National Investment Services Milwaukee, Wisconsin	$1.82M	+$1.78M	1	2.08%	New
2631	SMC Smith, Moore & Co Clayton, Missouri	$1.81M	-$449K	5	0.75%	Reduced
2632	SIM SSI Investment Management Los Angeles, California	$1.81M	-$209K	3	0.17%	Reduced
2633	CHP Cable Hill Partners Portland, Oregon	$1.81M	+$460K	22	1.33%	Increased
2634	MIM Midwest Investment Management Cleveland, Ohio	$1.79M	+$31K	1	1.46%	Increased
2635	AFP Ausdal Financial Partners Davenport, Iowa	$1.78M	+$66.4K	3	0.91%	Increased
2636	NCM Northside Capital Management Hood River, Oregon	$1.77M	$0	2	0.84%	Maintained
2637	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$1.77M	-$3.41M	4	0.44%	Reduced
2638	AMG Asset Management Group Stamford, Connecticut	$1.77M	+$13K	3	0.77%	Increased
2639	KKAMG Kernodle & Katon Asset Management Group Searcy, Arkansas	$1.77M	+$59.1K	9	1.63%	Increased
2640	TSS Two Sigma Securities New York	$1.76M	+$1.06M	6	0.96%	Increased
2641	BFPW BOK Financial Private Wealth Denver, Colorado	$1.75M	+$567K	2	0.28%	Increased
2642	PTCG Pring Turner Capital Group Alamo, California	$1.69M	-$1.3M	1	2.21%	Reduced
2643	NAP New Amsterdam Partners New York	$1.68M	-$16.7M	2	0.41%	Reduced
2644	AF Affiance Financial St. Louis Park, Minnesota	$1.67M	-$79.9K	4	1.41%	Reduced
2645	DE Day & Ennis Macon, Georgia	$1.67M	+$9.4K	3	1.81%	Increased
2646	EL Elberon LLC Austin, Texas	$1.66M	$0	1	3.31%	Maintained
2647	MCP Mirador Capital Partners Pleasanton, California	$1.65M	+$153K	4	1.66%	Increased
2648	GA GFS Advisors Houston, Texas	$1.65M	-$2.42M	1	0.4%	Reduced
2649	NAM Needelman Asset Management Ladera Ranch, California	$1.65M	-$16.8K	2	4.72%	Reduced
2650	NFGCM Norman Fields Gottscho Capital Management New York	$1.65M	-$15K	2	1.15%	Reduced