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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	RIM Ranger International Management Lake Forest, Illinois	$2.05M	-$426K	3	9.32%	Reduced
2777	BFPW BOK Financial Private Wealth Denver, Colorado	$2.04M	-$58.2K	2	0.29%	Reduced
2778	TWA Tillar-Wenstrup Advisors Centerville, Ohio	$2.03M	+$4.53K	1	1.58%	Increased
2779	Arax Advisory Partners Denver, Colorado	$2.02M	+$259K	17	0.97%	Increased
2780	OFW Omnia Family Wealth Aventura, Florida	$2.02M	-$164K	31	0.97%	Reduced
2781	PCMM Private Capital Management (Minnesota) Eagan, Minnesota	$1.99M	+$379K	4	2.21%	Increased
2782	BHB Bank Hapoalim BM Tel Aviv, Israel	$1.98M	+$614K	4	0.47%	Increased
2783	PV Private Vista Chicago, Illinois	$1.96M	+$187K	3	0.47%	Increased
2784	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$1.95M	+$93.7K	3	8.03%	Increased
2785	SAM Summit Asset Management Memphis, Tennessee	$1.95M	-$26.3K	2	1.03%	Reduced
2786	MC Mitra Capital Boston, Massachusetts	$1.94M	-$3.35M	1	7.16%	Reduced
2787	ACM AidennLair Capital Management New York	$1.92M	+$916K	1	1.1%	Increased
2788	IIA IPG Investment Advisors San Diego, California	$1.92M	-$71K	2	0.77%	Reduced
2789	RC Reik & Co New York	$1.91M	-$63.2K	3	0.64%	Reduced
2790	WA WealthTrust-Arizona Scottsdale, Arizona	$1.91M	+$73K	25	0.99%	Increased
2791	CASB Cape Ann Savings Bank Glocuster, Massachusetts	$1.91M	-$124K	3	2.54%	Reduced
2792	SWA SFMG Wealth Advisors Plano, Texas	$1.91M	+$335K	5	0.4%	Increased
2793	SG Somerset Group Wayzata, Minnesota	$1.91M	-$80.6K	1	1.77%	Reduced
2794	PWSG Pacific Wealth Strategies Group Santa Barbara, California	$1.9M	+$57.7K	2	1.62%	Increased
2795	RW REDW Wealth Albuquerque, New Mexico	$1.9M	-$17.9K	3	1.85%	Reduced
2796	GKFF George Kaiser Family Foundation Tulsa, Oklahoma	$1.89M	$0	1	0.87%	Maintained
2797	GAMC Garner Asset Management Corp Plano, Texas	$1.89M	+$1.92M	2	1.78%	New
2798	WAS Winch Advisory Services Appleton, Wisconsin	$1.89M	-$140K	4	1.19%	Reduced
2799	GLA Good Life Advisors Reading, Pennsylvania	$1.89M	+$105K	4	0.83%	Increased
2800	FIM Farmhouse Investment Management Greenbrae, California	$1.89M	$0	2	0.9%	Maintained