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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	NAP New Amsterdam Partners New York	$1.59M	-$14.9K	2	0.37%	Reduced
2702	CA Capital Advantage Walnut Creek, California	$1.59M	-$59.8K	2	0.45%	Reduced
2703	FUBT First United Bank & Trust Oakland, Maryland	$1.58M	+$653K	3	1.31%	Increased
2704	NAM Nichols Asset Management Sudbury, Massachusetts	$1.58M	$0	4	2.95%	Maintained
2705	SAMC Spectrum Asset Management (California) Newport Beach, California	$1.57M	-$38.4K	1	1.7%	Reduced
2706	Capital Wealth Planning Naples, Florida	$1.57M	-$782K	1	1.21%	Reduced
2707	NFGCM Norman Fields Gottscho Capital Management New York	$1.56M	-$133K	2	1.03%	Reduced
2708	NAM Needelman Asset Management Ladera Ranch, California	$1.56M	-$272K	2	4.68%	Reduced
2709	SMC S. Muoio & Co New York	$1.56M	-$169K	1	0.77%	Reduced
2710	ZCA Zeke Capital Advisors Berwyn, Pennsylvania	$1.55M	+$1.52M	3	0.7%	New
2711	BHA Beech Hill Advisors New York	$1.55M	-$158K	4	0.95%	Reduced
2712	TG TLP Group Evanston, Illinois	$1.54M	-$2.77M	12	1.62%	Reduced
2713	PG Proffitt & Goodson Knoxville, Tennessee	$1.52M	+$270K	2	0.79%	Increased
2714	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$1.52M	-$58.2K	6	0.93%	Reduced
2715	BKA Brick & Kyle Associates Newtown, Pennsylvania	$1.52M	+$44.1K	14	1.22%	Increased
2716	PCMM Private Capital Management (Minnesota) Eagan, Minnesota	$1.51M	-$70.1K	3	1.59%	Reduced
2717	PBO Peoples Bank (Ohio) Marietta, Ohio	$1.5M	-$3.63K	3	0.92%	Reduced
2718	CFA Capstone Financial Advisors Downers Grove, Illinois	$1.47M	+$113K	2	0.78%	Increased
2719	MCM Millie Capital Management Walnut Creek, California	$1.46M	+$152	2	1.61%	Increased
2720	FIM Fernwood Investment Management Quincy, Massachusetts	$1.46M	+$5.62K	4	1.33%	Increased
2721	BWM Baystate Wealth Management Boston, Massachusetts	$1.45M	+$270K	2	0.31%	Increased
2722	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$1.45M	+$2.2K	2	1.05%	Increased
2723	Avidian Wealth Enterprises Houston, Texas	$1.44M	+$1.15M	3	0.58%	Increased
2724	FMA FNY Managed Accounts New York	$1.44M	+$440K	6	1.22%	Increased
2725	HHGA Halbert Hargrove Global Advisors Long Beach, California	$1.44M	-$204K	4	0.4%	Reduced