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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	WA WealthTrust-Arizona Scottsdale, Arizona	$1.49M	+$130K	28	0.92%	Increased
2677	NAM Nichols Asset Management Sudbury, Massachusetts	$1.49M	-$37.1M	4	3.02%	Reduced
2678	RWM Raffa Wealth Management Washington, District of Columbia	$1.48M	-$46.5K	27	0.82%	Reduced
2679	Simplicity Solutions Minneapolis, Minnesota	$1.48M	+$299K	3	0.8%	Increased
2680	SG Somerset Group Wayzata, Minnesota	$1.48M	$0	1	1.55%	Maintained
2681	CI CAZ Investments Houston, Texas	$1.48M	-$593K	1	1.57%	Reduced
2682	GCIA Gabelli & Co Investment Advisers Rye, New York	$1.47M	$0	2	0.19%	Maintained
2683	PBO Peoples Bank (Ohio) Marietta, Ohio	$1.44M	-$44.1K	3	0.9%	Reduced
2684	DW Domani Wealth Lancaster, Pennsylvania	$1.44M	-$214K	3	0.56%	Reduced
2685	SAMC Spectrum Asset Management (California) Newport Beach, California	$1.43M	+$520	1	1.69%	Increased
2686	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$1.43M	+$1.2M	2	1.47%	Increased
2687	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$1.42M	+$15.6K	5	4.46%	Increased
2688	TH Timber Hill Greenwich, Connecticut	$1.41M	-$7.4M	2	0.01%	Reduced
2689	PV Private Vista Chicago, Illinois	$1.41M	$0	2	0.47%	Maintained
2690	FI FormulaFolio Investments Grand Rapids, Michigan	$1.4M	+$24K	3	0.24%	Increased
2691	TA TMD & Associates Scottsdale, Arizona	$1.39M	+$1.41M	1	1.23%	New
2692	BIG Bellwether Investment Group Chattanooga, Tennessee	$1.39M	+$1.39M	17	1.52%	New
2693	FIM Fernwood Investment Management Quincy, Massachusetts	$1.38M	+$201K	4	1.35%	Increased
2694	AIC Ayalon Insurance Company Ramat Gan, Israel	$1.37M	-$491K	4	1.15%	Reduced
2695	BKA Brick & Kyle Associates Newtown, Pennsylvania	$1.36M	+$64.5K	13	1.12%	Increased
2696	NFG Nations Financial Group Cedar Rapids, Iowa	$1.36M	+$126K	3	1.43%	Increased
2697	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$1.36M	-$49.9K	2	0.99%	Reduced
2698	JPC Jackson Park Capital Alpine, Utah	$1.34M	-$627K	1	1.83%	Reduced
2699	DAM Doheny Asset Management Los Angeles, California	$1.34M	$0	2	0.67%	Maintained
2700	PAG Pinnacle Advisory Group Columbia, Maryland	$1.34M	-$42.7K	2	0.1%	Reduced