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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
2776	Pathstone Family Office Englewood, New Jersey	$606K	+$23.5K	5	0.98%	Increased
2777	KIA Kopp Investment Advisors Bloomington, Minnesota	$601K	+$19.9K	1	0.27%	Increased
2778	WCM Weatherstone Capital Management Denver, Colorado	$597K	+$42.9K	2	0.37%	Increased
2779	BWM Biltmore Wealth Management Tempe, Arizona	$596K	-$2.05K	1	0.5%	Reduced
2780	PAM PT Asset Management Chicago, Illinois	$585K	+$409K	1	0.15%	Increased
2781	NEIRG New England Investment & Retirement Group North Andover, Massachusetts	$584K	-$46.6K	1	0.26%	Reduced
2782	MUS Mitsubishi UFJ Securities Tokyo, Japan	$582K	+$579K	8	1.53%	New
2783	AA Apriem Advisors Irvine, California	$580K	-$4.96M	9	0.2%	Reduced
2784	UFA US Financial Advisors Braintree, Massachusetts	$578K	+$220K	8	0.53%	Increased
2785	NEPWA New England Private Wealth Advisors Wellesley, Massachusetts	$570K	+$97.3K	2	0.22%	Increased
2786	Pacer Advisors Malvern, Pennsylvania	$570K	+$584K	2	1.18%	New
2787	RVP Relative Value Partners Northbrook, Illinois	$570K	+$2.39K	1	0.06%	Increased
2788	VAM Verity Asset Management Durham, North Carolina	$570K	-$19.8K	1	0.55%	Reduced
2789	MFS Madrona Financial Services Everett, Washington	$568K	+$22.1K	1	0.57%	Increased
2790	ZCA Zeke Capital Advisors Berwyn, Pennsylvania	$568K	-$17.1K	1	0.44%	Reduced
2791	ACM Alpha Capital Management Austin, Texas	$552K	$0	1	0.39%	Maintained
2792	RP Raiff Partners New York	$552K	-$2M	2	0.52%	Reduced
2793	SCA Stillwater Capital Advisors Devon, Pennsylvania	$544K	+$9.49K	1	0.17%	Increased
2794	SC Sophrosyne Capital New York	$543K	+$374K	1	0.93%	Increased
2795	IOOF Independent Order of Foresters Toronto, Ontario, Canada	$542K	+$43.5K	1	0.51%	Increased
2796	CA Continental Advisors Park City, Utah	$529K	+$584K	1	0.12%	New
2797	DRW Securities Chicago, Illinois	$529K	+$247K	1	0.08%	Increased
2798	HF Hoxton Financial Shepherdstown, West Virginia	$525K	-$155K	10	0.22%	Reduced
2799	FWSM First Wilshire Securities Management Pasadena, California	$522K	-$9.4K	1	0.11%	Reduced
2800	GP Grow Partners San Diego, California	$511K	+$564K	1	10.63%	New