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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	PIM Parasol Investment Management Westmont, Illinois	$1.34M	+$33.9K	2	1.3%	Increased
2727	RWG Regal Wealth Group Seal Beach, California	$1.33M	+$3.62K	8	1.28%	Increased
2728	PV Private Vista Chicago, Illinois	$1.33M	-$13K	2	0.47%	Reduced
2729	BBNB Baker Boyer National Bank Walla Walla, Washington	$1.32M	-$15.7K	2	6.16%	Reduced
2730	BKA Brick & Kyle Associates Newtown, Pennsylvania	$1.31M	+$79.6K	12	1.14%	Increased
2731	PM Parametrica Management Wanchai, Hong Kong	$1.3M	+$954K	5	4.67%	Increased
2732	CFA Capstone Financial Advisors Downers Grove, Illinois	$1.29M	+$10.8K	2	0.51%	Increased
2733	GS Girard Securities San Diego, California	$1.29M	-$240K	4	1.27%	Reduced
2734	SAM Sunnymeath Asset Management Red Bank, New Jersey	$1.29M	+$111K	2	1.97%	Increased
2735	BEC Blue Edge Capital Richmond, Virginia	$1.29M	+$534K	1	0.76%	Increased
2736	MM Meridian Management Little Rock, Arkansas	$1.28M	$0	1	0.79%	Maintained
2737	EA Elm Advisors Burlingame, California	$1.28M	-$26.7K	2	1.24%	Reduced
2738	RQS Ramsey Quantitative Systems Louisville, Kentucky	$1.27M	-$1.1M	2	1.29%	Reduced
2739	VAS Valicenti Advisory Services Elmira, New York	$1.27M	+$304K	2	0.83%	Increased
2740	MCF Advisors Covington, Kentucky	$1.26M	+$49.8K	10	0.33%	Increased
2741	CWA Asset Management Group Naples, Florida	$1.26M	-$1.3M	1	1.29%	Reduced
2742	PA Planning Alternatives Birmingham, Michigan	$1.26M	-$88.8K	2	0.28%	Reduced
2743	BFPW BOK Financial Private Wealth Denver, Colorado	$1.25M	$0	2	0.21%	Maintained
2744	MUS Mitsubishi UFJ Securities Tokyo, Japan	$1.25M	+$260K	9	1.65%	Increased
2745	NFG Nations Financial Group Cedar Rapids, Iowa	$1.25M	-$10.4K	3	1.44%	Reduced
2746	SAM Sequent Asset Management Houston, Texas	$1.25M	-$373K	1	0.86%	Reduced
2747	BGA Belmont Global Advisors Dallas, Texas	$1.22M	+$1.13M	2	1.24%	New
2748	PCA Peddock Capital Advisors Braintree, Massachusetts	$1.22M	-$182K	2	0.92%	Reduced
2749	ABFS Appropriate Balance Financial Services Bellevue, Washington	$1.21M	+$4.93K	2	0.84%	Increased
2750	PG Proffitt & Goodson Knoxville, Tennessee	$1.2M	-$5.24K	1	0.69%	Reduced