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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	PAG Pinnacle Advisory Group Columbia, Maryland	$1.75M	+$328K	2	0.15%	Increased
2677	IAS IMA Advisory Services Denver, Colorado	$1.75M	-$543K	2	1%	Reduced
2678	MCF Advisors Covington, Kentucky	$1.75M	-$247K	12	0.41%	Reduced
2679	VWM Vector Wealth Management Minneapolis, Minnesota	$1.71M	-$33.5K	2	1.17%	Reduced
2680	PAS Professional Advisory Services Vero Beach, Florida	$1.7M	-$9.44M	4	0.39%	Reduced
2681	HJA Hugh Johnson Advisors Albany, New York	$1.7M	+$912K	3	0.63%	Increased
2682	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$1.7M	-$538K	8	0.49%	Reduced
2683	Plancorp LLC Saint Louis, Missouri	$1.7M	+$1.66M	1	1.08%	New
2684	KWMG King Wealth Management Group Naples, Florida	$1.69M	+$496K	3	0.84%	Increased
2685	AF Affiance Financial St. Louis Park, Minnesota	$1.68M	-$4.66K	4	1.37%	Reduced
2686	SJIM St. Johns Investment Management Jacksonville, Florida	$1.68M	+$44.1K	2	1.41%	Increased
2687	VIA Vantage Investment Advisors State College, Pennsylvania	$1.67M	-$367K	17	0.74%	Reduced
2688	SG Somerset Group Wayzata, Minnesota	$1.66M	$0	1	1.71%	Maintained
2689	RWM Raffa Wealth Management Washington, District of Columbia	$1.66M	+$7.63K	29	0.9%	Increased
2690	EM Endicott Management New York	$1.65M	+$721K	1	0.74%	Increased
2691	Horizon Investments Charlotte, North Carolina	$1.65M	-$2.53M	3	0.11%	Reduced
2692	RGNCM R.G. Niederhoffer Capital Management New York	$1.65M	+$1.68M	2	7.99%	New
2693	MIM Midwest Investment Management Cleveland, Ohio	$1.65M	-$69.5K	1	1.43%	Reduced
2694	CA Cornerstone Advisory Hunt Valley, Maryland	$1.65M	-$14.3K	3	1.35%	Reduced
2695	CL CSS LLC Chicago, Illinois	$1.64M	-$42.9K	5	0.08%	Reduced
2696	HPCM High Pointe Capital Management Chicago, Illinois	$1.64M	-$719K	2	2.91%	Reduced
2697	NCM Northroad Capital Management New York	$1.63M	-$4.4M	1	3.71%	Reduced
2698	Krilogy Financial St. Louis, Missouri	$1.6M	+$363K	13	0.51%	Increased
2699	UAM UAS Asset Management New York	$1.6M	+$517K	1	1.1%	Increased
2700	WA WealthTrust-Arizona Scottsdale, Arizona	$1.6M	-$58.9K	28	0.96%	Reduced