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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
2801	ACM Alpha Capital Management Austin, Texas	$552K	+$134K	1	0.39%	Increased
2802	Blackhill Capital Morristown, New Jersey	$552K	+$250K	1	0.07%	Increased
2803	Pathstone Family Office Englewood, New Jersey	$546K	+$117K	5	1.86%	Increased
2804	CAM Cypress Asset Management Houston, Texas	$542K	-$128K	1	0.1%	Reduced
2805	CFS Commonwealth Financial Services Vienna, West Virginia	$539K	+$545K	2	0.48%	New
2806	PO Private Ocean San Rafael, California	$538K	+$100K	6	0.4%	Increased
2807	LIA LBMC Investment Advisors Brentwood, Tennessee	$537K	+$318	1	0.12%	Increased
2808	NIS National Investment Services Milwaukee, Wisconsin	$528K	-$3.6M	2	5%	Reduced
2809	SFS Summit Financial Strategies Columbus, Ohio	$523K	+$534K	2	0.42%	New
2810	NEPWA New England Private Wealth Advisors Wellesley, Massachusetts	$518K	+$261K	2	0.2%	Increased
2811	TSS Two Sigma Securities New York	$515K	+$528K	2	0.44%	New
2812	RAM Riggs Asset Management Dallas, Pennsylvania	$505K	-$103K	5	0.25%	Reduced
2813	AIP ARS Investment Partners New York	$495K	-$57K	1	0.08%	Reduced
2814	GCM Grisanti Capital Management New York	$487K	-$16.3M	2	0.18%	Reduced
2815	AP Advisors Preferred Rockville, Maryland	$471K	+$439K	3	0.22%	Increased
2816	T Tahithromos New York	$468K	+$431K	1	0.22%	New
2817	NCM Northside Capital Management Hood River, Oregon	$457K	+$462K	1	0.33%	New
2818	AIA Arbor Investment Advisors Winston Salem, North Carolina	$451K	-$237K	1	0.25%	Reduced
2819	CCM Courage Capital Management Nashville, Tennessee	$450K	-$332K	1	0.51%	Reduced
2820	TAM Thornmark Asset Management Toronto, Ontario, Canada	$448K	-$281K	1	1.34%	Reduced
2821	CWM Catamount Wealth Management Westport, Connecticut	$445K	+$460K	3	0.42%	New
2822	LA Linden Advisors New York	$435K	+$419K	1	0.08%	New
2823	Horizon Investments Charlotte, North Carolina	$418K	-$2.51M	2	0.04%	Reduced
2824	RCA Rex Capital Advisors Providence, Rhode Island	$417K	$0	1	0.4%	Maintained
2825	VFP Verus Financial Partners Richmond, Virginia	$417K	-$225K	1	0.22%	Reduced