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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	WIP Wellesley Investment Partners Wellesley, Massachusetts	$2.73M	+$79.6K	3	1.21%	Increased
2652	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$2.72M	-$196K	6	1.73%	Reduced
2653	PK Pflug Koory Omaha, Nebraska	$2.69M	+$61.3K	10	2.35%	Increased
2654	AFP Ausdal Financial Partners Davenport, Iowa	$2.67M	+$177K	3	1.2%	Increased
2655	LA Lau Associates Greenville, Delaware	$2.67M	+$394K	2	2.39%	Increased
2656	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$2.67M	+$88.7K	2	2.42%	Increased
2657	WRM Weybosset Research & Management Province, Rhode Island	$2.66M	-$141K	2	1.8%	Reduced
2658	CCM CWH Capital Management Spokane, Washington	$2.66M	$0	1	1.38%	Maintained
2659	KWMG King Wealth Management Group Naples, Florida	$2.66M	+$30.9K	3	1.11%	Increased
2660	IHT Wealth Management Chicago, Illinois	$2.65M	+$15.9K	33	1.76%	Increased
2661	RQS Ramsey Quantitative Systems Louisville, Kentucky	$2.63M	+$815K	5	3.01%	Increased
2662	MS Marshall & Sullivan Seattle, Washington	$2.63M	-$18.4K	3	2.28%	Reduced
2663	DM Delphi Management Brookline, Massachusetts	$2.62M	+$269K	1	1.5%	Increased
2664	GWS Glassman Wealth Services Vienna, Virginia	$2.61M	+$192K	23	1.8%	Increased
2665	HCP Holt Capital Partners Fort Worth, Texas	$2.6M	-$14.3K	2	0.92%	Reduced
2666	ODCM Old Dominion Capital Management Charlottesville, Virginia	$2.6M	+$1.51M	4	2.87%	Increased
2667	AGUR Provident & Training Funds Management Tel Aviv, Israel	$2.59M	-$772K	1	3.4%	Reduced
2668	EAM Evanson Asset Management Carmel, California	$2.59M	+$81.1K	4	0.64%	Increased
2669	HP Harvey Partners Tarrytown, New York	$2.58M	+$2.3M	1	3.11%	New
2670	RCM RB Capital Management Reno, Nevada	$2.58M	+$29.8K	4	2.44%	Increased
2671	TG TLP Group Evanston, Illinois	$2.57M	+$1.3M	12	1.75%	Increased
2672	ACM Armbruster Capital Management Pittsford, New York	$2.55M	-$137K	11	1.43%	Reduced
2673	VNA Valley National Advisers Bethlehem, Pennsylvania	$2.55M	-$1.06M	14	0.97%	Reduced
2674	KFBMI Kentucky Farm Bureau Mutual Insurance Louisville, Kentucky	$2.55M	$0	2	1.33%	Maintained
2675	NC NewSquare Capital Newtown Square, Pennsylvania	$2.54M	+$275K	7	0.61%	Increased