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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	FMA FNY Managed Accounts New York	$1.03M	+$202K	11	1.21%	Increased
2702	MCF Advisors Covington, Kentucky	$1.02M	-$35.4K	9	0.26%	Reduced
2703	WCM Windsor Capital Management Phoenix, Arizona	$1.02M	+$374K	2	0.59%	Increased
2704	GCMG Gyroscope Capital Management Group Naples, Florida	$1.02M	-$4.02K	1	0.83%	Reduced
2705	KSA Ken Stern & Associates San Diego, California	$1.01M	-$51.1K	1	0.73%	Reduced
2706	MCM MV Capital Management Bethesda, Maryland	$1.01M	+$173K	10	0.41%	Increased
2707	NA Nottingham Advisors Amherst, New York	$1.01M	-$4.47K	2	0.17%	Reduced
2708	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$1.01M	-$183K	1	0.05%	Reduced
2709	GEM Global Endowment Management Charlotte, North Carolina	$1M	-$2.4M	3	0.14%	Reduced
2710	PSI Pinnacle Summer Investments Fairfax, Virginia	$996K	-$7.01M	5	0.21%	Reduced
2711	ICAP Independence Capital Asset Partners Denver, Colorado	$990K	+$932K	1	1.54%	New
2712	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$987K	+$31.1K	5	0.61%	Increased
2713	LA Linden Advisors New York	$985K	+$1.1M	1	0.12%	New
2714	W Wealthquest Cincinnati, Ohio	$980K	-$19.1K	2	1.44%	Reduced
2715	WCA Westover Capital Advisors Wilmington, Delaware	$978K	-$222K	2	0.78%	Reduced
2716	IHM Iguana Healthcare Management New York	$977K	-$667K	1	0.31%	Reduced
2717	CPR CSU Producer Resources Fairfield, Ohio	$976K	$0	1	7.82%	Maintained
2718	Klingman & Associates New York	$975K	+$95.6K	10	0.38%	Increased
2719	FHB First Hawaiian Bank Honolulu, Hawaii	$965K	+$2.98K	2	0.15%	Increased
2720	CPP Crow Point Partners Boston, Massachusetts	$961K	+$317K	5	0.14%	Increased
2721	DCM Decade Capital Management New York	$957K	+$895K	1	0.12%	New
2722	DOA D'Orazio & Associates Falls Church, Virginia	$956K	-$10.8K	4	0.64%	Reduced
2723	EML Eos Management LP New York	$955K	$0	1	0.54%	Maintained
2724	PFA Paradigm Financial Advisors Des Peres, Missouri	$952K	-$184K	3	0.72%	Reduced
2725	FI FormulaFolio Investments Grand Rapids, Michigan	$951K	+$771K	2	0.27%	Increased