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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	PSC Prentiss Smith & Co Brattleboro, Vermont	$2.12M	-$467K	7	1.2%	Reduced
2752	SAM Summit Asset Management Memphis, Tennessee	$2.1M	+$5.88K	2	1.22%	Increased
2753	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$2.1M	-$51.4K	12	0.99%	Reduced
2754	KKAMG Kernodle & Katon Asset Management Group Searcy, Arkansas	$2.1M	-$1.51M	11	1.26%	Reduced
2755	BWA Burt Wealth Advisors North Bethesda, Maryland	$2.1M	+$154K	6	1.51%	Increased
2756	AAM American Asset Management Boca Raton, Florida	$2.08M	+$25.3K	3	1.3%	Increased
2757	KS Karpas Strategies Litchfield, Connecticut	$2.08M	+$1.92K	2	0.95%	Increased
2758	MCF Advisors Covington, Kentucky	$2.08M	+$177K	12	0.44%	Increased
2759	SM Southport Management Wilson, Wyoming	$2.08M	-$2.57M	1	4.51%	Reduced
2760	SST S Squared Technology New York	$2.08M	-$1.25M	2	1.95%	Reduced
2761	HHGA Halbert Hargrove Global Advisors Long Beach, California	$2.07M	+$221K	4	0.53%	Increased
2762	BFPW BOK Financial Private Wealth Denver, Colorado	$2.07M	-$14.8K	2	0.29%	Reduced
2763	DE Day & Ennis Macon, Georgia	$2.06M	+$36.9K	2	1.95%	Increased
2764	CC Cedar Capital Barrington, Illinois	$2.05M	-$632K	5	0.85%	Reduced
2765	SH Svenska Handelsbanken Stockholm, Sweden	$2.04M	$0	2	2.73%	Maintained
2766	RC Reik & Co New York	$2.02M	-$3.95M	3	0.68%	Reduced
2767	CAM CGOV Asset Management Toronto, Ontario, Canada	$2.02M	-$362K	2	0.07%	Reduced
2768	CCM Coe Capital Management Highland Park, Illinois	$1.99M	+$142K	2	2.4%	Increased
2769	RWM Raffa Wealth Management Washington, District of Columbia	$1.99M	-$32.4K	14	0.97%	Reduced
2770	CCM Cobalt Capital Management Short Hills, New Jersey	$1.99M	+$1.09M	1	0.32%	Increased
2771	GBA Garrison Bradford & Associates New York	$1.96M	-$17.6K	2	1.73%	Reduced
2772	CASB Cape Ann Savings Bank Glocuster, Massachusetts	$1.95M	-$195K	3	2.62%	Reduced
2773	PG Proffitt & Goodson Knoxville, Tennessee	$1.95M	+$22.5K	2	0.91%	Increased
2774	TWA Tillar-Wenstrup Advisors Centerville, Ohio	$1.95M	+$26.5K	1	1.49%	Increased
2775	PE Point72 Europe London, United Kingdom	$1.95M	+$1.95M	1	0.43%	New