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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	FMA FNY Managed Accounts New York	$729K	-$2.04M	4	0.6%	Reduced
2752	DCM Dean Capital Management Overland Park, Kansas	$723K	+$704K	1	1.38%	New
2753	BEC Blue Edge Capital Richmond, Virginia	$722K	$0	1	0.48%	Maintained
2754	SAM Selway Asset Management	$716K	-$2.24M	2	0.38%	Reduced
2755	HJA Hugh Johnson Advisors Albany, New York	$715K	-$3.64M	2	0.24%	Reduced
2756	DIP DT Investment Partners Chadds Ford, Pennsylvania	$707K	+$39.7K	1	0.21%	Increased
2757	MG MDE Group Morristown, New Jersey	$691K	-$44.6K	1	0.18%	Reduced
2758	RAM Riggs Asset Management Dallas, Pennsylvania	$690K	+$199K	5	0.33%	Increased
2759	Edgewood Management Greenwich, Connecticut	$678K	-$16.1K	2	0.01%	Reduced
2760	FWP FAS Wealth Partners Leawood, Kansas	$677K	-$36.1K	2	0.35%	Reduced
2761	LWM Lenox Wealth Management Cincinnati, Ohio	$676K	-$290K	6	0.47%	Reduced
2762	CFG CKW Financial Group Honolulu, Hawaii	$671K	+$65.1K	11	0.27%	Increased
2763	SRSA S.R. Schill & Associates Mercer Island, Washington	$669K	+$12.7K	1	0.45%	Increased
2764	PC Pecaut & Co Sioux City, Iowa	$664K	-$270K	1	0.65%	Reduced
2765	SHJ Sharkey, Howes & Javer Denver, Colorado	$664K	+$680K	5	0.43%	New
2766	LWA Lenox Wealth Advisors New York	$662K	-$7.19K	10	0.27%	Reduced
2767	SMG Spectrum Management Group Indianapolis, Indiana	$656K	-$26K	3	0.24%	Reduced
2768	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$634K	-$23.8K	5	0.37%	Reduced
2769	WCM Windsor Capital Management Phoenix, Arizona	$634K	+$322K	2	0.37%	Increased
2770	MWP Moller Wealth Partners	$633K	$0	1	0.29%	Maintained
2771	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$632K	-$28.2M	1	0.03%	Reduced
2772	BWP BSW Wealth Partners Boulder, Colorado	$631K	$0	1	0.4%	Maintained
2773	YCM Yorkville Capital Management New York	$630K	$0	1	0.43%	Maintained
2774	CPP Crow Point Partners Boston, Massachusetts	$614K	+$556K	3	0.08%	New
2775	IWA Inspirion Wealth Advisors Libertyville, Illinois	$611K	$0	1	0.49%	Maintained