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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	IWA Inspirion Wealth Advisors Libertyville, Illinois	$587K	-$33.6K	1	0.43%	Reduced
2802	KIA Kopp Investment Advisors Bloomington, Minnesota	$584K	+$453	1	0.26%	Increased
2803	HighPoint Advisor Group Downers Grove, Illinois	$579K	-$2.33M	1	0.89%	Reduced
2804	CWM Catamount Wealth Management Westport, Connecticut	$578K	+$161K	4	0.45%	Increased
2805	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$573K	+$157K	4	0.67%	Increased
2806	RP Raiff Partners New York	$569K	+$28.7K	2	0.62%	Increased
2807	FWSM First Wilshire Securities Management Pasadena, California	$567K	$0	1	0.13%	Maintained
2808	AIC AWM Investment Company New York	$560K	-$5.86M	2	0.08%	Reduced
2809	RAM Riggs Asset Management Dallas, Pennsylvania	$559K	-$143K	5	0.28%	Reduced
2810	CFA Camarda Financial Advisors Fleming Island, Florida	$551K	+$173K	6	0.31%	Increased
2811	DA Dunvegan Associates Santa Barbara, California	$551K	-$248K	6	0.61%	Reduced
2812	GPCM Granite Point Capital Management Boston, Massachusetts	$540K	-$4.96M	1	0.16%	Reduced
2813	CFS Commonwealth Financial Services Vienna, West Virginia	$535K	-$7.99K	3	0.58%	Reduced
2814	UFA US Financial Advisors Braintree, Massachusetts	$533K	-$79K	14	0.5%	Reduced
2815	NVCHI New Vernon Capital Holdings II Morristown, New Jersey	$532K	+$524K	1	2.13%	New
2816	FBFS First Business Financial Services Madison, Wisconsin	$522K	+$514K	1	0.15%	New
2817	HF Hoxton Financial Shepherdstown, West Virginia	$520K	-$14K	10	0.22%	Reduced
2818	SMG Spectrum Management Group Indianapolis, Indiana	$517K	-$154K	2	0.19%	Reduced
2819	Avior Wealth Management Omaha, Nebraska	$511K	+$85.9K	7	0.4%	Increased
2820	KL Kinsight LLC Birmingham, Alabama	$511K	-$22.5K	2	0.26%	Reduced
2821	EEG E.E. Geduld	$509K	-$394K	2	0.32%	Reduced
2822	AWA ARS Wealth Advisors St. Petersburg, Florida	$503K	+$6.75K	1	0.22%	Increased
2823	SC Sumit Capital New York	$502K	+$299K	2	3.02%	Increased
2824	LWA Lenox Wealth Advisors New York	$500K	-$180K	9	0.21%	Reduced
2825	AWM Affinity Wealth Management Wilmington, Delaware	$496K	+$514K	2	0.32%	New