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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	PFA Paradigm Financial Advisors Des Peres, Missouri	$1.13M	-$182K	3	0.87%	Reduced
2677	Cornerstone Management Duluth, Georgia	$1.12M	$0	1	0.85%	Maintained
2678	Alexandria Capital Arlington, Virginia	$1.11M	-$363K	15	0.4%	Reduced
2679	GI Glovista Investments Jersey City, New Jersey	$1.11M	-$3.29M	3	0.12%	Reduced
2680	CCP Centaur Capital Partners Southlake, Texas	$1.11M	+$1.15M	1	1.54%	New
2681	Aspiriant LLC Los Angeles, California	$1.1M	+$65.3K	2	0.14%	Increased
2682	LSC Lesa Sroufe & Co Seattle, Washington	$1.09M	-$46.3K	2	0.72%	Reduced
2683	FUBT First United Bank & Trust Oakland, Maryland	$1.09M	+$94.4K	2	0.99%	Increased
2684	SCG Sonata Capital Group Seattle, Washington	$1.08M	-$601K	1	0.95%	Reduced
2685	Beacon Capital Management Inc (Ohio) Dayton, Ohio	$1.08M	+$6.51K	5	0.1%	Increased
2686	KAH Kathryn A. Hall	$1.08M	+$437K	3	0.37%	Increased
2687	KCM Karp Capital Management Sausalito, California	$1.06M	-$1.36M	8	0.72%	Reduced
2688	Modera Wealth Management Westwood, New Jersey	$1.06M	-$16.2K	2	0.42%	Reduced
2689	MCF Advisors Covington, Kentucky	$1.04M	+$69.6K	7	0.26%	Increased
2690	BIM Beach Investment Management West Conshohocken, Pennsylvania	$1.04M	-$1.3M	1	1.52%	Reduced
2691	CP Cinque Partners Los Angeles, California	$1.03M	-$1.76M	1	1.57%	Reduced
2692	SCM Seamans Capital Management Boston, Massachusetts	$1.03M	+$932K	1	2.46%	Increased
2693	Summit Financial Wealth Advisors Lafayette, Louisiana	$1.03M	-$1.09K	5	0.69%	Reduced
2694	HCM HM Capital Management Clayton, Missouri	$1.02M	+$217K	2	1.06%	Increased
2695	CCB Cutter & Co Brokerage Ballwin, Missouri	$1.01M	-$483K	2	0.41%	Reduced
2696	GCMG Gyroscope Capital Management Group Naples, Florida	$1.01M	-$3.08M	1	0.83%	Reduced
2697	BKA Brick & Kyle Associates Newtown, Pennsylvania	$1M	+$64.1K	11	0.86%	Increased
2698	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$998K	+$1.02M	3	0.47%	New
2699	Vantage Investment Partners Kansas City, Missouri	$990K	-$2.34M	1	0.43%	Reduced
2700	Nottingham Advisors Amherst, New York	$980K	+$732K	2	0.16%	Increased