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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	RVPG Relative Value Partners Group	$1.01M	-$35.5K	2	0.15%	Reduced
2777	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$1M	-$373K	8	1.08%	Reduced
2778	NYLT New York Life Trust New York	$1M	-$92.4K	6	4.87%	Reduced
2779	FFSOTS Fiduciary Financial Services of The Southwest Dallas, Texas	$999K	+$4.31K	2	0.32%	Increased
2780	PO Private Ocean San Rafael, California	$996K	-$5.18K	5	0.72%	Reduced
2781	NA Nottingham Advisors Amherst, New York	$986K	-$66.9K	2	0.18%	Reduced
2782	JSAM J. Safra Asset Management New York	$976K	-$5.33M	11	1.59%	Reduced
2783	LSC Lesa Sroufe & Co Seattle, Washington	$971K	-$23.3K	1	0.85%	Reduced
2784	CLA Cranberry Lake Advisors Houston, Texas	$965K	$0	1	0.63%	Maintained
2785	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$964K	+$163K	5	0.85%	Increased
2786	FWP FAS Wealth Partners Leawood, Kansas	$961K	+$69.5K	2	0.35%	Increased
2787	ODCM Old Dominion Capital Management Charlottesville, Virginia	$957K	-$1.77K	1	1.14%	Reduced
2788	Tiedemann Advisors New York	$957K	$0	1	0.92%	Maintained
2789	Rothschild & Co Wealth Management (UK) London, United Kingdom	$953K	+$54.9K	2	0.07%	Increased
2790	LFA Landmark Financial Advisors Bowling Green, Kentucky	$946K	+$312	2	0.88%	Increased
2791	GS Girard Securities San Diego, California	$931K	-$322K	3	0.85%	Reduced
2792	HCM Highlander Capital Management Short Hills, New Jersey	$924K	$0	8	0.84%	Maintained
2793	PIM Parker Investment Management Menlo Park, California	$924K	+$1.1K	2	0.34%	Increased
2794	KIC Keating Investment Counselors Delray Beach, Florida	$922K	-$715K	2	0.45%	Reduced
2795	IIA IPG Investment Advisors San Diego, California	$922K	+$160K	2	0.38%	Increased
2796	Glazer Capital LLC New York	$914K	-$4.21M	1	0.12%	Reduced
2797	SA SRH Advisors Salina, Kansas	$912K	$0	9	4.85%	Maintained
2798	CPR CSU Producer Resources Fairfield, Ohio	$911K	$0	1	5.75%	Maintained
2799	AWM AllSquare Wealth Management Albany, New York	$909K	+$69.7K	4	0.91%	Increased
2800	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$904K	-$77.3K	4	0.58%	Reduced