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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	RCM Rivernorth Capital Management West Palm Beach, Florida	$2.82M	$0	2	0.22%	Maintained
2652	NWP Northstar Wealth Partners West Hartford, Connecticut	$2.81M	-$87K	4	2.56%	Reduced
2653	PI Pettee Investors Rowayton, Connecticut	$2.8M	$0	2	2.48%	Maintained
2654	CWM Catamount Wealth Management Westport, Connecticut	$2.8M	+$2.07M	9	1.7%	Increased
2655	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$2.78M	-$113K	6	1.63%	Reduced
2656	QCM Quadrant Capital Management Fairfield, New Jersey	$2.78M	-$55.8K	1	2.17%	Reduced
2657	FAN Financial Advisors Network Tustin, California	$2.77M	+$230K	4	2.3%	Increased
2658	HIM HGC Investment Management Toronto, Ontario, Canada	$2.77M	+$2.74M	2	2.11%	New
2659	PCA Peddock Capital Advisors Braintree, Massachusetts	$2.77M	+$135K	11	1.47%	Increased
2660	CAM CMT Asset Management Chicago, Illinois	$2.77M	+$2.78M	2	0.18%	New
2661	CPA Clear Perspective Advisors Aurora, Illinois	$2.77M	+$109K	9	2.32%	Increased
2662	CSA Cottage Street Advisors Marion, Massachusetts	$2.76M	-$1.04M	2	1.87%	Reduced
2663	LAIC Lederer & Associates Investment Counsel Long Beach, California	$2.75M	-$1.65M	1	2.65%	Reduced
2664	JDR Jay D. Rosenbaum	$2.75M	-$192K	2	5.43%	Reduced
2665	PAA Peregrine Asset Advisers Portland, Oregon	$2.74M	+$145K	5	1.75%	Increased
2666	KWMG King Wealth Management Group Naples, Florida	$2.74M	+$54.5K	3	1.09%	Increased
2667	DCM Dean Capital Management Overland Park, Kansas	$2.73M	+$756K	1	1.31%	Increased
2668	CCP Centaur Capital Partners Southlake, Texas	$2.73M	+$1.6M	2	7.2%	Increased
2669	PK Pflug Koory Omaha, Nebraska	$2.73M	-$5K	9	2.3%	Reduced
2670	WRM Weybosset Research & Management Province, Rhode Island	$2.72M	-$223K	2	1.75%	Reduced
2671	AGUR Provident & Training Funds Management Tel Aviv, Israel	$2.71M	$0	1	4.2%	Maintained
2672	KFA Kays Financial Advisory Atlanta, Georgia	$2.7M	+$94.1K	1	0.91%	Increased
2673	ZP Zimmer Partners New York	$2.69M	+$2.57M	1	0.06%	Increased
2674	ODCM Old Dominion Capital Management Charlottesville, Virginia	$2.69M	+$87.7K	4	2.81%	Increased
2675	NSB Norway Savings Bank Portland, Maine	$2.69M	+$28.6K	9	2.62%	Increased