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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
2726	DOA D'Orazio & Associates Falls Church, Virginia	$889K	-$33.2K	4	0.6%	Reduced
2727	EEG E.E. Geduld	$889K	+$324K	2	0.48%	Increased
2728	ZTNA Zions Trust National Association Salt Lake City, Utah	$876K	-$11.7K	4	1.26%	Reduced
2729	CAL Capital Advisors Ltd Shaker Heights, Ohio	$873K	+$88	4	0.48%	Increased
2730	MCM Millie Capital Management Walnut Creek, California	$873K	+$882K	1	0.9%	New
2731	Plancorp LLC Saint Louis, Missouri	$873K	-$930K	2	0.91%	Reduced
2732	SHWM Smith & Howard Wealth Management Atlanta, Georgia	$872K	$0	1	0.42%	Maintained
2733	TFO Tarbox Family Office Newport Beach, California	$867K	-$42.5K	20	0.8%	Reduced
2734	SA SRH Advisors Salina, Kansas	$864K	$0	10	5.88%	Maintained
2735	PC Pecaut & Co Sioux City, Iowa	$852K	-$93.4K	1	0.8%	Reduced
2736	NC NewSquare Capital Newtown Square, Pennsylvania	$847K	-$3.19K	7	0.29%	Reduced
2737	MG MDE Group Morristown, New Jersey	$837K	-$11K	1	0.2%	Reduced
2738	NA NSB Advisors Fishkill, New York	$830K	-$54.2K	2	0.83%	Reduced
2739	QCMNJ Quantum Capital Management (New Jersey) Northfield, New Jersey	$824K	-$2.48M	1	0.26%	Reduced
2740	MCM MV Capital Management Bethesda, Maryland	$823K	+$830K	16	0.37%	New
2741	RPA Rock Point Advisors Burlington, Vermont	$806K	-$66.5K	2	0.37%	Reduced
2742	DA Dunvegan Associates Santa Barbara, California	$804K	+$265K	6	0.7%	Increased
2743	FNYS First New York Securities New York	$797K	-$610K	2	1.42%	Reduced
2744	AWA Arete Wealth Advisors Chicago, Illinois	$787K	+$368K	1	0.56%	Increased
2745	AAP Ardsley Advisory Partners Stamford, Connecticut	$786K	-$4.44M	1	0.12%	Reduced
2746	BP BBR Partners New York	$779K	+$298K	2	0.1%	Increased
2747	GC Gruss & Co West Palm Beach, Florida	$776K	+$784K	1	1.1%	New
2748	FWP FAS Wealth Partners Leawood, Kansas	$774K	+$18.8K	2	0.41%	Increased
2749	DIP DT Investment Partners Chadds Ford, Pennsylvania	$765K	-$688K	1	0.24%	Reduced
2750	PCI Pacifica Capital Investments Leander, Texas	$759K	+$357K	2	0.49%	Increased