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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
2751	PWAM Park West Asset Management San Francisco, California	$755K	-$4.7M	1	0.12%	Reduced
2752	SRSA S.R. Schill & Associates Mercer Island, Washington	$751K	+$758K	1	0.69%	New
2753	IF IRON Financial Northbrook, Illinois	$746K	+$53.2K	2	0.75%	Increased
2754	CFG Cambridge Financial Group Columbus, Ohio	$745K	+$662K	1	3.62%	New
2755	AGA Accuvest Global Advisors Provo, Utah	$737K	+$767K	1	0.16%	New
2756	HW Hedeker Wealth Lincolnshire, Illinois	$736K	+$685K	4	0.59%	New
2757	BEC Blue Edge Capital Richmond, Virginia	$722K	$0	1	0.49%	Maintained
2758	BCM Basso Capital Management Stamford, Connecticut	$721K	+$214K	1	0.12%	Increased
2759	KPF K2 Principal Fund Toronto, Ontario, Canada	$719K	+$694K	1	0.17%	New
2760	NEIRG New England Investment & Retirement Group North Andover, Massachusetts	$717K	+$14.6K	1	0.28%	Increased
2761	LWA Lenox Wealth Advisors New York	$698K	+$6.68K	10	0.29%	Increased
2762	AWA ARS Wealth Advisors St. Petersburg, Florida	$697K	-$33.3K	2	0.3%	Reduced
2763	GAM Gould Asset Management Claremont, California	$696K	+$140K	2	0.34%	Increased
2764	NCA New Century Advisors Chevy Chase, Maryland	$693K	+$700K	1	0.58%	New
2765	HF Hoxton Financial Shepherdstown, West Virginia	$691K	-$106K	10	0.29%	Reduced
2766	ACM Alethea Capital Management Mercer Island, Washington	$689K	+$697K	1	0.7%	New
2767	KIA Kopp Investment Advisors Bloomington, Minnesota	$689K	-$44.4K	1	0.33%	Reduced
2768	SMG Spectrum Management Group Indianapolis, Indiana	$684K	+$23.5K	3	0.3%	Increased
2769	BWM Biltmore Wealth Management Tempe, Arizona	$683K	+$690K	1	0.59%	New
2770	KA KLCM Advisors Milwaukee, Wisconsin	$679K	+$22K	1	0.18%	Increased
2771	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$678K	+$101K	4	0.42%	Increased
2772	FC FCA Corp Houston, Texas	$677K	-$135K	2	0.39%	Reduced
2773	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$674K	+$136K	12	1.38%	Increased
2774	KAH Kathryn A. Hall	$673K	+$653K	2	0.19%	New
2775	VAM Verity Asset Management Durham, North Carolina	$672K	$0	1	0.65%	Maintained