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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	LWA Lenox Wealth Advisors New York	$627K	+$172K	11	0.22%	Increased
2752	BWM Biltmore Wealth Management Tempe, Arizona	$623K	-$9.97K	1	0.56%	Reduced
2753	Brinker Capital Berwyn, Pennsylvania	$622K	-$14.2M	1	0.06%	Reduced
2754	RVPG Relative Value Partners Group	$621K	$0	1	0.08%	Maintained
2755	TCMG TSP Capital Management Group Summit, New Jersey	$620K	$0	1	0.35%	Maintained
2756	Pathstone Family Office Englewood, New Jersey	$617K	+$69.9K	9	1.66%	Increased
2757	IWA Inspirion Wealth Advisors Libertyville, Illinois	$612K	+$94.5K	1	0.48%	Increased
2758	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$611K	-$85.9K	1	0.04%	Reduced
2759	SCA Stillwater Capital Advisors Devon, Pennsylvania	$602K	+$9.34K	1	0.21%	Increased
2760	MP Manifold Partners San Francisco, California	$596K	-$185K	3	0.56%	Reduced
2761	SHJ Sharkey, Howes & Javer Denver, Colorado	$591K	-$319K	7	0.46%	Reduced
2762	IOOF Independent Order of Foresters Toronto, Ontario, Canada	$589K	$0	1	0.5%	Maintained
2763	UFA US Financial Advisors Braintree, Massachusetts	$589K	+$106K	16	0.98%	Increased
2764	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$585K	-$546K	1	0.16%	Reduced
2765	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$578K	$0	5	0.33%	Maintained
2766	VAM Verity Asset Management Durham, North Carolina	$577K	-$26.3K	1	0.58%	Reduced
2767	Brinker Capital Investments Berwyn, Pennsylvania	$561K	+$355K	10	0.02%	Increased
2768	Pacer Advisors Malvern, Pennsylvania	$561K	$0	2	1.37%	Maintained
2769	BWP BSW Wealth Partners Boulder, Colorado	$560K	-$10.3K	1	0.33%	Reduced
2770	TFF The Family Firm Bethesda, Maryland	$552K	-$27.9K	1	0.3%	Reduced
2771	FWSM First Wilshire Securities Management Pasadena, California	$547K	-$22.5K	1	0.14%	Reduced
2772	HF Hoxton Financial Shepherdstown, West Virginia	$544K	+$48.7K	11	0.26%	Increased
2773	Karpus Investment Management Pittsford, New York	$536K	-$469K	2	0.02%	Reduced
2774	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$534K	-$138K	1	0.1%	Reduced
2775	CFS Commonwealth Financial Services Vienna, West Virginia	$531K	$0	3	0.62%	Maintained