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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	FCAG First Capital Advisors Group Little Silver, New Jersey	$2.52M	+$2.44M	3	2.34%	New
2652	PCP Proficio Capital Partners Newton, Massachusetts	$2.52M	+$30.9K	36	1.07%	Increased
2653	CCM CWH Capital Management Spokane, Washington	$2.51M	-$135K	1	1.53%	Reduced
2654	AI ArchPoint Investors Coral Gables, Florida	$2.5M	$0	1	1.47%	Maintained
2655	KWMG King Wealth Management Group Naples, Florida	$2.5M	+$678K	3	1.12%	Increased
2656	GWM Graybill Wealth Management Elmhurst, Illinois	$2.5M	+$40.8K	1	2.13%	Increased
2657	CCI Credit Capital Investments Livingston, New Jersey	$2.49M	-$93.1K	1	3.17%	Reduced
2658	WCM Washington Capital Management Seattle, Washington	$2.49M	-$627K	7	3.06%	Reduced
2659	NSB Norway Savings Bank Portland, Maine	$2.48M	+$2.47M	9	2.32%	New
2660	IHT Wealth Management Chicago, Illinois	$2.48M	+$2.38M	33	1.88%	New
2661	Waldron Private Wealth Bridgeville, Pennsylvania	$2.48M	-$1.79M	5	0.85%	Reduced
2662	AGUR Provident & Training Funds Management Tel Aviv, Israel	$2.48M	+$905K	1	3.27%	Increased
2663	FNB Farmers National Bank Danville, Kentucky	$2.46M	+$3.29K	4	1.42%	Increased
2664	JCM Jacobi Capital Management Pittston, Pennsylvania	$2.46M	-$821K	11	1.5%	Reduced
2665	SIC Shoker Investment Counsel Oxford, Ohio	$2.46M	+$4.36K	3	2.03%	Increased
2666	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$2.45M	+$472K	2	2.38%	Increased
2667	AWA ARS Wealth Advisors St. Petersburg, Florida	$2.45M	+$240K	4	1.1%	Increased
2668	CHP Cable Hill Partners Portland, Oregon	$2.44M	-$9.29K	25	1.1%	Reduced
2669	PSC Prentiss Smith & Co Brattleboro, Vermont	$2.44M	+$387K	8	1.49%	Increased
2670	FA FCG Advisors Chatham, New Jersey	$2.43M	-$287K	4	1.09%	Reduced
2671	CC Cedar Capital Barrington, Illinois	$2.43M	+$180K	6	0.96%	Increased
2672	RIM Ranger International Management Lake Forest, Illinois	$2.43M	-$5.61M	3	7.82%	Reduced
2673	PK Pflug Koory Omaha, Nebraska	$2.42M	+$2.35M	10	2.08%	New
2674	RIM Rampart Investment Management Hartford, Connecticut	$2.42M	-$7.65K	4	0.88%	Reduced
2675	MS Marshall & Sullivan Seattle, Washington	$2.41M	-$11.8K	3	2.93%	Reduced