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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	PSI Pinnacle Summer Investments Fairfax, Virginia	$1.27M	-$5.33M	12	0.19%	Reduced
2727	HWP Hefty Wealth Partners Auburn, Indiana	$1.26M	+$1.28M	8	1.2%	New
2728	SA Springowl Associates New York	$1.26M	+$1.38M	1	9.07%	New
2729	TA TMD & Associates Scottsdale, Arizona	$1.26M	+$1.22M	2	1.15%	New
2730	ABFS Appropriate Balance Financial Services Bellevue, Washington	$1.25M	+$1.21M	2	0.86%	New
2731	PIM Parasol Investment Management Westmont, Illinois	$1.25M	+$1.8K	2	1.2%	Increased
2732	KWMG King Wealth Management Group Naples, Florida	$1.23M	-$253K	3	0.68%	Reduced
2733	PCA Prospect Capital Advisors Sausalito, California	$1.23M	+$817K	1	1.04%	New
2734	BFPW BOK Financial Private Wealth Denver, Colorado	$1.23M	-$9.27K	2	0.21%	Reduced
2735	LP LGL Partners Philadelphia, Pennsylvania	$1.22M	+$1.17M	2	0.66%	New
2736	EA Elm Advisors Burlingame, California	$1.21M	+$168K	2	1.2%	Increased
2737	NYLT New York Life Trust New York	$1.21M	-$189K	10	5.2%	Reduced
2738	PG Proffitt & Goodson Knoxville, Tennessee	$1.21M	-$295K	1	0.71%	Reduced
2739	EWM Evermay Wealth Management Arlington, Virginia	$1.21M	-$428K	2	0.71%	Reduced
2740	CFA Capstone Financial Advisors Downers Grove, Illinois	$1.2M	-$23K	2	0.43%	Reduced
2741	PIM Partner Investment Management San Francisco, California	$1.2M	-$215K	3	1.97%	Reduced
2742	EML Eos Management LP New York	$1.2M	$0	1	0.81%	Maintained
2743	BKA Brick & Kyle Associates Newtown, Pennsylvania	$1.2M	-$43.4K	12	1.05%	Reduced
2744	Brinker Capital Investments Berwyn, Pennsylvania	$1.2M	+$557K	18	0.05%	Increased
2745	EEG E.E. Geduld	$1.19M	+$1.01M	3	0.74%	Increased
2746	NFG Nations Financial Group Cedar Rapids, Iowa	$1.19M	+$1.19M	3	1.55%	New
2747	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$1.19M	+$449K	2	0.31%	Increased
2748	Merriman Wealth Management Seattle, Washington	$1.18M	+$178K	1	1.72%	Increased
2749	CFA Camarda Financial Advisors Fleming Island, Florida	$1.18M	+$428K	8	0.72%	Increased
2750	CM Cornerstone Management Duluth, Georgia	$1.17M	+$211K	1	0.77%	Increased