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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	AA Apriem Advisors Irvine, California	$525K	-$61.1K	8	0.19%	Reduced
2777	B Bellecapital Zurich, Switzerland	$509K	-$197K	1	0.75%	Reduced
2778	SCP Syntal Capital Partners Midland, Texas	$505K	-$238K	4	0.71%	Reduced
2779	AEPG American Economic Planning Group Warren, New Jersey	$498K	+$181K	2	0.22%	Increased
2780	TSU TD Securities (USA) New York	$497K	-$363M	15	4.57%	Reduced
2781	FBFS First Business Financial Services Madison, Wisconsin	$494K	+$3.54K	1	0.16%	Increased
2782	KL Kinsight LLC Birmingham, Alabama	$482K	$0	2	0.32%	Maintained
2783	BCCM Blue Clay Capital Management Minneapolis, Minnesota	$480K	+$7.47K	1	0.38%	Increased
2784	AWA ARS Wealth Advisors St. Petersburg, Florida	$478K	-$26.5K	1	0.24%	Reduced
2785	RAM Riggs Asset Management Dallas, Pennsylvania	$467K	-$46.8K	5	0.29%	Reduced
2786	TCM Traynor Capital Management Malvern, Pennsylvania	$466K	-$120K	2	0.4%	Reduced
2787	TAM Taylor Asset Management Toronto, Ontario, Canada	$453K	-$11.8M	1	0.1%	Reduced
2788	TCM TD Capital Management Memphis, Tennessee	$451K	$0	4	0.14%	Maintained
2789	ACM Alethea Capital Management Mercer Island, Washington	$449K	+$13.3K	1	0.68%	Increased
2790	YCM Yorkville Capital Management New York	$446K	$0	1	0.45%	Maintained
2791	GCM Grisanti Capital Management New York	$445K	$0	2	0.18%	Maintained
2792	LM Luminus Management Houston, Texas	$442K	-$2.88M	1	0.01%	Reduced
2793	NCM Northside Capital Management Hood River, Oregon	$436K	$0	1	0.33%	Maintained
2794	SAM Selway Asset Management	$436K	+$207K	2	0.28%	Increased
2795	Miracle Mile Advisors Los Angeles, California	$435K	+$463K	1	0.15%	New
2796	LIA LBMC Investment Advisors Brentwood, Tennessee	$434K	+$3.84K	1	0.1%	Increased
2797	Capital Advisors Inc Tulsa, Oklahoma	$434K	-$237K	1	0.08%	Reduced
2798	OHS Odey Holdings (Switzerland) Zurich, Switzerland, Switzerland	$431K	-$268K	1	2.86%	Reduced
2799	GWI Grace & White Inc Ny, New York	$428K	$0	1	0.1%	Maintained
2800	NEPWA New England Private Wealth Advisors Wellesley, Massachusetts	$426K	-$24.7K	2	0.18%	Reduced