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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
2676	Modera Wealth Management Westwood, New Jersey	$1.16M	-$200K	2	0.45%	Reduced
2677	KFA Kays Financial Advisory Atlanta, Georgia	$1.16M	+$435K	2	0.78%	Increased
2678	Aspiriant LLC Los Angeles, California	$1.15M	+$735K	2	0.15%	Increased
2679	KBG Kahn Brothers Group New York	$1.15M	-$16.7K	1	0.2%	Reduced
2680	TFCP Twin Focus Capital Partners Boston, Massachusetts	$1.14M	-$89.7K	3	1.33%	Reduced
2681	CM Cornerstone Management Duluth, Georgia	$1.12M	+$1.16M	1	0.87%	New
2682	LFA Landmark Financial Advisors Bowling Green, Kentucky	$1.12M	+$1.08M	3	1.15%	New
2683	SRCM Swift Run Capital Management Charlottesville, Virginia	$1.1M	-$1.46M	1	0.53%	Reduced
2684	TSS Thomas Story & Son Culver, Indiana	$1.09M	-$2.09M	2	0.66%	Reduced
2685	PGH Partners Group Holding Baar-Zug, Switzerland	$1.09M	+$1.16M	1	0.25%	New
2686	SG Swarthmore Group Philadelphia, Pennsylvania	$1.08M	+$422K	2	0.1%	Increased
2687	Cooke & Bieler Philadelphia, Pennsylvania	$1.08M	-$79.8K	2	0.02%	Reduced
2688	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$1.07M	-$120K	2	0.14%	Reduced
2689	JGGDR JGP Global Gestao de Recursos Rio De Janeiro, Brazil	$1.07M	+$1.08M	1	0.08%	New
2690	SWM Strategic Wealth Management Kirkland, Washington	$1.06M	-$248K	1	1.03%	Reduced
2691	NV Nair Vinay	$1.05M	+$1.08M	3	1.29%	New
2692	FUBT First United Bank & Trust Oakland, Maryland	$1.05M	+$1.61K	2	1.01%	Increased
2693	FA Fagan Associates Troy, New York	$1.04M	+$640K	1	0.83%	Increased
2694	TI Telemetry Investments New York	$1.02M	+$1.04M	3	0.63%	New
2695	WA WESPAC Advisors Orinda, California	$1.01M	-$200K	2	0.71%	Reduced
2696	LCM Landscape Capital Management Englewood, New Jersey	$1.01M	+$337K	4	0.5%	Increased
2697	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$1.01M	-$17.6K	4	0.59%	Reduced
2698	PM Parametrica Management Wanchai, Hong Kong	$1.01M	+$972K	3	9.79%	New
2699	MCF Advisors Covington, Kentucky	$1.01M	-$65.8K	7	0.28%	Reduced
2700	KCP Kenmare Capital Partners New York	$1.01M	$0	1	0.63%	Maintained