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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	Klingman & Associates New York	$870K	+$13.9K	8	0.36%	Increased
2727	BP BBR Partners New York	$861K	-$6.04K	2	0.12%	Reduced
2728	QCMNJ Quantum Capital Management (New Jersey) Northfield, New Jersey	$848K	$0	1	0.26%	Maintained
2729	JCM JS Capital Management New York	$844K	+$846K	1	0.21%	New
2730	SA SRH Advisors Salina, Kansas	$841K	$0	10	5.56%	Maintained
2731	NC NewSquare Capital Newtown Square, Pennsylvania	$840K	+$88.2K	7	0.26%	Increased
2732	LFA Landmark Financial Advisors Bowling Green, Kentucky	$837K	-$194K	2	0.88%	Reduced
2733	TFO Tarbox Family Office Newport Beach, California	$836K	-$14.4K	20	0.73%	Reduced
2734	VCM Vigilant Capital Management Portland, Maine	$826K	-$389K	9	0.16%	Reduced
2735	F FutureAdvisor San Francisco, California	$813K	+$284K	2	0.19%	Increased
2736	MCM MV Capital Management Bethesda, Maryland	$813K	+$5.41K	10	0.34%	Increased
2737	CAL Capital Advisors Ltd Shaker Heights, Ohio	$810K	$0	4	0.42%	Maintained
2738	MWAN Mariner Wealth Advisors (NYC) Overland Park, Kansas	$794K	+$807K	24	0.38%	New
2739	BPCA Bank Pictet & Cie (Asia) Singapore	$772K	+$792K	3	0.57%	New
2740	MCM Millie Capital Management Walnut Creek, California	$764K	$0	1	0.71%	Maintained
2741	WA WESPAC Advisors Orinda, California	$764K	-$300K	1	0.58%	Reduced
2742	DA Dunvegan Associates Santa Barbara, California	$763K	$0	6	0.68%	Maintained
2743	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$756K	-$318K	1	0.09%	Reduced
2744	KPF K2 Principal Fund Toronto, Ontario, Canada	$756K	$0	1	0.16%	Maintained
2745	RPA Rock Point Advisors Burlington, Vermont	$753K	-$758	2	0.38%	Reduced
2746	QC QCM Cayman Houston, Texas	$742K	-$1.28M	3	0.39%	Reduced
2747	CCM Concourse Capital Management Atlanta, Georgia	$741K	+$781K	1	0.41%	New
2748	Global X Management Company New York	$740K	-$19.2M	6	0.04%	Reduced
2749	HW Hedeker Wealth Lincolnshire, Illinois	$738K	$0	2	0.61%	Maintained
2750	EWMCB EisnerAmper Wealth Management Corporate Benefits Iselin, New Jersey	$737K	+$61.8K	1	0.56%	Increased