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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	PCM Princeton Capital Management Red Bank, New Jersey	$1.71M	+$320K	1	1.93%	Increased
2652	DW Domani Wealth Lancaster, Pennsylvania	$1.7M	-$253K	3	0.64%	Reduced
2653	AF Affiance Financial St. Louis Park, Minnesota	$1.7M	+$10.2K	4	1.63%	Increased
2654	KKAMG Kernodle & Katon Asset Management Group Searcy, Arkansas	$1.7M	+$968K	9	1.61%	Increased
2655	NC NewSquare Capital Newtown Square, Pennsylvania	$1.68M	+$585K	10	0.48%	Increased
2656	BIM Beach Investment Management West Conshohocken, Pennsylvania	$1.68M	+$765K	1	3.06%	Increased
2657	DE Day & Ennis Macon, Georgia	$1.68M	+$56.9K	2	1.86%	Increased
2658	RCM Reynolds Capital Management Las Vegas, Nevada	$1.68M	-$1.58M	4	2.91%	Reduced
2659	DRS Deane Retirement Strategies New Orleans, Louisiana	$1.67M	+$1.59M	1	1.56%	New
2660	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$1.67M	-$86.9K	12	0.93%	Reduced
2661	KIC Keating Investment Counselors Delray Beach, Florida	$1.67M	-$1.81M	2	0.82%	Reduced
2662	SMC S. Muoio & Co New York	$1.66M	-$157K	1	0.97%	Reduced
2663	SFA Stewardship Financial Advisors Stockbridge, Georgia	$1.66M	-$2.92M	2	1.31%	Reduced
2664	CA Capital Advantage Walnut Creek, California	$1.65M	+$48K	2	0.59%	Increased
2665	NFGCM Norman Fields Gottscho Capital Management New York	$1.65M	$0	2	1.1%	Maintained
2666	SJIM St. Johns Investment Management Jacksonville, Florida	$1.65M	-$76.1K	2	1.46%	Reduced
2667	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$1.64M	-$6.6K	6	0.92%	Reduced
2668	RWM Raffa Wealth Management Washington, District of Columbia	$1.64M	+$20.6K	27	0.94%	Increased
2669	TC Tairen Capital Hong Kong	$1.64M	$0	1	0.43%	Maintained
2670	TAAM Top Ace Asset Management Hong Kong	$1.64M	+$1.59M	1	2.32%	New
2671	RGI River Global Investors London, United Kingdom	$1.63M	+$1.5M	3	1.05%	Increased
2672	Wolverine Asset Management Chicago, Illinois	$1.63M	-$7.16M	2	0.05%	Reduced
2673	OLA Oliver Luxxe Assets Gladstone, New Jersey	$1.62M	+$16K	1	1.66%	Increased
2674	PAA Peregrine Asset Advisers Portland, Oregon	$1.61M	-$5M	3	1.23%	Reduced
2675	PIMJS PKO Investment Management Joint-Stock Warsaw, Poland	$1.61M	$0	1	1.07%	Maintained