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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	$1.94M	-$161K	20	1.07%	Reduced
2777	DRS Deane Retirement Strategies New Orleans, Louisiana	$1.91M	-$2.98M	1	1.59%	Reduced
2778	WAS Winch Advisory Services Appleton, Wisconsin	$1.91M	+$827K	6	1.21%	Increased
2779	SG Somerset Group Wayzata, Minnesota	$1.9M	$0	1	1.8%	Maintained
2780	Ruane, Cunniff & Goldfarb New York	$1.89M	-$208K	3	0.02%	Reduced
2781	FPA Fieldpoint Private Advisors New York	$1.88M	-$4.37M	3	5.07%	Reduced
2782	RW REDW Wealth Albuquerque, New Mexico	$1.86M	-$196K	3	1.9%	Reduced
2783	HJA Hugh Johnson Advisors Albany, New York	$1.86M	-$13.1K	3	0.61%	Reduced
2784	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$1.86M	+$265K	5	1.49%	Increased
2785	IIA IPG Investment Advisors San Diego, California	$1.86M	+$805K	4	0.84%	Increased
2786	FIM Farmhouse Investment Management Greenbrae, California	$1.85M	+$1.73M	2	0.92%	New
2787	BBNB Baker Boyer National Bank Walla Walla, Washington	$1.84M	+$206K	3	7.54%	Increased
2788	CA Cornerstone Advisory Hunt Valley, Maryland	$1.84M	-$124K	3	0.93%	Reduced
2789	PWSG Pacific Wealth Strategies Group Santa Barbara, California	$1.83M	+$707K	2	1.59%	Increased
2790	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$1.82M	-$8.16K	3	7.24%	Reduced
2791	GIM Guardian Investment Management Tiburon, California	$1.82M	-$103K	1	1.98%	Reduced
2792	EWM Evermay Wealth Management Arlington, Virginia	$1.82M	+$70.6K	3	0.81%	Increased
2793	DCM Dean Capital Management Overland Park, Kansas	$1.82M	+$2.04M	1	1.25%	New
2794	GHAM Gilman Hill Asset Management New Canaan, Connecticut	$1.81M	-$418K	3	0.79%	Reduced
2795	GKFF George Kaiser Family Foundation Tulsa, Oklahoma	$1.81M	-$1.3M	1	0.73%	Reduced
2796	LMAM Legg Mason Asset Management Tokyo, Japan	$1.81M	-$373K	2	2.09%	Reduced
2797	FFSOTS Fiduciary Financial Services of The Southwest Dallas, Texas	$1.81M	+$471K	2	0.57%	Increased
2798	CMT Capital Markets Trading Frankfurt, Germany	$1.8M	-$686K	1	0.19%	Reduced
2799	SJIM St. Johns Investment Management Jacksonville, Florida	$1.79M	-$21.3K	2	1.42%	Reduced
2800	SMC S. Muoio & Co New York	$1.78M	$0	1	0.82%	Maintained