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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
2651	Kovack Advisors Ft. Lauderdale, Florida	$1.68M	+$6.92K	5	1.11%	Increased
2652	VWM Vector Wealth Management Minneapolis, Minnesota	$1.67M	+$7.34K	2	1.3%	Increased
2653	Koshinski Asset Management Decatur, Illinois	$1.67M	-$17.5K	3	1.17%	Reduced
2654	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$1.67M	-$711K	8	1.35%	Reduced
2655	JC JBF Capital Aspen, Colorado	$1.66M	+$1.58M	1	0.2%	New
2656	IC IKOS CIF Limassol, Cyprus	$1.66M	-$94.2K	9	5.07%	Reduced
2657	FNYS First New York Securities New York	$1.64M	+$6.39K	1	14.15%	Increased
2658	CRIG Charter Research & Investment Group Southport, Connecticut	$1.64M	-$43.4K	4	1.9%	Reduced
2659	LI Longer Investments Fayetteville, Arkansas	$1.64M	-$450K	1	1.44%	Reduced
2660	WI WrapManager Inc Mill Valley, California	$1.64M	+$1.61M	3	0.79%	New
2661	Raffa Wealth Management Washington, District of Columbia	$1.62M	-$13.4K	27	0.97%	Reduced
2662	TAA TB Alternative Assets Grand Cayman, Cayman Islands	$1.62M	$0	1	1.58%	Maintained
2663	RPg Family Wealth Advisory Burlington, Massachusetts	$1.62M	+$1.67M	6	1.48%	New
2664	PKO Investment Management Joint-Stock Warsaw, Poland	$1.61M	-$4.27M	1	1.17%	Reduced
2665	AMG Asset Management Group Stamford, Connecticut	$1.61M	+$305K	3	0.73%	Increased
2666	Affiance Financial St. Louis Park, Minnesota	$1.61M	+$41.9K	4	1.65%	Increased
2667	HCM Harvest Capital Management Concord, New Hampshire	$1.61M	-$3.29K	2	0.73%	Reduced
2668	SG Somerset Group Wayzata, Minnesota	$1.6M	-$12.1K	1	1.7%	Reduced
2669	SFM Signature Financial Management Norfolk, Virginia	$1.6M	+$267K	4	0.78%	Increased
2670	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$1.59M	+$11K	6	0.92%	Increased
2671	MIM Midwest Investment Management Cleveland, Ohio	$1.59M	-$34.6K	1	1.35%	Reduced
2672	EM Endicott Management New York	$1.58M	+$1.25M	2	0.6%	Increased
2673	Cornerstone Advisory Hunt Valley, Maryland	$1.57M	+$1.55M	3	1.35%	New
2674	SJIM St. Johns Investment Management Jacksonville, Florida	$1.57M	-$108K	2	1.41%	Reduced
2675	SAM Shamrock Asset Management Dallas, Texas	$1.57M	-$82.5K	6	0.88%	Reduced