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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	KAM Kavi Asset Management New York	$1.43M	+$287K	1	1.23%	Increased
2727	OMC Overbrook Management Corp New York	$1.43M	-$42.2K	2	0.33%	Reduced
2728	NFG Nations Financial Group Cedar Rapids, Iowa	$1.43M	-$3.31K	3	1.42%	Reduced
2729	BBNB Baker Boyer National Bank Walla Walla, Washington	$1.43M	+$39.4K	2	5.88%	Increased
2730	DAM Doheny Asset Management Los Angeles, California	$1.42M	-$3.04K	2	0.73%	Reduced
2731	EWM Evermay Wealth Management Arlington, Virginia	$1.42M	+$13K	2	0.72%	Increased
2732	FNBOH First National Bank of Hutchinson Hutchinson, Kansas	$1.42M	+$1.36M	3	0.9%	New
2733	BWA Burt Wealth Advisors North Bethesda, Maryland	$1.4M	-$9.67K	5	1.5%	Reduced
2734	IIA IPG Investment Advisors San Diego, California	$1.4M	+$334K	3	0.59%	Increased
2735	HCM Herndon Capital Management Atlanta, Georgia	$1.4M	-$1.81M	19	0.07%	Reduced
2736	ADBIC A.D. Beadell Investment Counsel Mequon, Wisconsin	$1.38M	$0	1	1.15%	Maintained
2737	Private Management Group Irvine, California	$1.38M	-$1.9M	1	0.09%	Reduced
2738	SA SL Advisors Westfield, New Jersey	$1.37M	-$577K	2	1.1%	Reduced
2739	VCM Vigilant Capital Management Portland, Maine	$1.37M	+$84.9K	15	0.24%	Increased
2740	SM Sciencast Management Princeton, New Jersey	$1.37M	-$6.13M	3	4.06%	Reduced
2741	PV Private Vista Chicago, Illinois	$1.36M	$0	2	0.34%	Maintained
2742	MM Meridian Management Little Rock, Arkansas	$1.36M	+$11.8K	1	0.78%	Increased
2743	BEC Blue Edge Capital Richmond, Virginia	$1.35M	$0	1	0.74%	Maintained
2744	PIM Parasol Investment Management Westmont, Illinois	$1.34M	-$26.7K	3	1.4%	Reduced
2745	NorthRock Partners Minneapolis, Minnesota	$1.34M	+$323K	5	0.57%	Increased
2746	SG StoneX Group New York	$1.33M	+$1.32M	2	2.97%	New
2747	JPC Jackson Park Capital Alpine, Utah	$1.32M	$0	1	1.71%	Maintained
2748	BCM Boyle Capital Management West Des Moines, Iowa	$1.32M	-$1.58M	1	1.79%	Reduced
2749	VAS Valicenti Advisory Services Elmira, New York	$1.32M	-$38.9K	2	0.86%	Reduced
2750	EA Elm Advisors Burlingame, California	$1.31M	-$26.2K	2	1.22%	Reduced