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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
2701	DPI Diversified Portfolios Inc Bloomfield Hills, Michigan	$1.01M	+$985K	3	0.6%	New
2702	EML Eos Management LP New York	$1M	$0	1	0.36%	Maintained
2703	APU Alpine Partners USVI St. Thomas, U.S. Virgin Islands	$1M	+$989K	4	3.32%	New
2704	W Wealthquest Cincinnati, Ohio	$1M	+$1.03M	2	1.02%	New
2705	C CFO4Life Coppell, Texas	$997K	+$1.01M	1	0.82%	New
2706	CCM Connective Capital Management Palo Alto, California	$994K	+$976K	1	1.62%	New
2707	BKA Brick & Kyle Associates Newtown, Pennsylvania	$981K	+$990K	9	0.85%	New
2708	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$980K	+$984K	5	0.68%	New
2709	Merriman Wealth Management Seattle, Washington	$976K	+$104K	1	1.4%	Increased
2710	EP Edgestream Partners Princeton, New Jersey	$972K	+$427K	2	2.22%	Increased
2711	Bain Capital Investors Boston, Massachusetts	$968K	$0	1	0.01%	Maintained
2712	ESBC E.S. Barr & Co Lexington, Kentucky	$966K	-$37.9K	3	0.11%	Reduced
2713	CPR CSU Producer Resources Fairfield, Ohio	$963K	$0	1	8.45%	Maintained
2714	AWM AllSquare Wealth Management Albany, New York	$960K	+$982K	7	0.94%	New
2715	AC Argentiere Capital Zug, Switzerland	$957K	-$3.66M	1	0.18%	Reduced
2716	LWM Lenox Wealth Management Cincinnati, Ohio	$949K	+$132K	6	0.62%	Increased
2717	TFF The Family Firm Bethesda, Maryland	$946K	+$952K	2	0.49%	New
2718	KCM KSA Capital Management Morristown, New Jersey	$943K	-$690K	1	0.25%	Reduced
2719	ACM Argonaut Capital Management New York	$929K	$0	1	1.34%	Maintained
2720	HCM HM Capital Management Clayton, Missouri	$909K	-$636K	1	0.93%	Reduced
2721	Karpus Investment Management Pittsford, New York	$905K	-$2.22K	2	0.04%	Reduced
2722	PA Parkside Advisors Berkeley, California	$899K	-$214K	1	0.65%	Reduced
2723	CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota	$897K	-$12K	1	0.19%	Reduced
2724	Klingman & Associates New York	$896K	+$891K	8	0.37%	New
2725	VCP Vista Capital Partners Portland, Oregon	$890K	-$472K	3	0.28%	Reduced