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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	VCM Vigilant Capital Management Portland, Maine	$974K	-$205K	7	0.19%	Reduced
2802	VCP Vista Capital Partners Portland, Oregon	$960K	-$139K	4	0.3%	Reduced
2803	Klingman & Associates New York	$943K	$0	8	0.34%	Maintained
2804	HCM Highlander Capital Management Short Hills, New Jersey	$942K	-$207K	8	0.88%	Reduced
2805	ODCM Old Dominion Capital Management Charlottesville, Virginia	$936K	-$32K	1	1.12%	Reduced
2806	FWP FAS Wealth Partners Leawood, Kansas	$932K	+$38.2K	2	0.48%	Increased
2807	DOA D'Orazio & Associates Falls Church, Virginia	$921K	+$23.3K	4	0.39%	Increased
2808	SA SRH Advisors Salina, Kansas	$919K	$0	9	5.06%	Maintained
2809	Park Avenue Securities New York	$916K	+$313K	3	0.17%	Increased
2810	CPR CSU Producer Resources Fairfield, Ohio	$909K	$0	1	6.25%	Maintained
2811	CLA Cranberry Lake Advisors Houston, Texas	$907K	+$71.2K	1	0.58%	Increased
2812	PFA Paradigm Financial Advisors Des Peres, Missouri	$905K	-$152K	3	0.35%	Reduced
2813	PIM Parker Investment Management Menlo Park, California	$901K	+$845K	2	0.34%	New
2814	FUBT First United Bank & Trust Oakland, Maryland	$900K	-$9.12K	2	0.83%	Reduced
2815	Rothschild & Co Wealth Management (UK) London, United Kingdom	$895K	-$14K	1	0.06%	Reduced
2816	LOCC Lombard Odier & Cie (Canada) Montreal, Quebec, Canada	$894K	-$92.5K	1	2.38%	Reduced
2817	NorthRock Partners Minneapolis, Minnesota	$888K	+$205K	4	0.46%	Increased
2818	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$875K	+$40.1K	2	0.12%	Increased
2819	CAL Capital Advisors Ltd Shaker Heights, Ohio	$873K	+$128	3	0.43%	Increased
2820	IIA IPG Investment Advisors San Diego, California	$858K	+$56.2K	2	0.39%	Increased
2821	AWM AllSquare Wealth Management Albany, New York	$853K	+$48.9K	4	0.84%	Increased
2822	VFP Verus Financial Partners Richmond, Virginia	$852K	-$103K	2	0.39%	Reduced
2823	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$846K	-$14K	1	0.05%	Reduced
2824	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$846K	+$117K	4	0.77%	Increased
2825	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$845K	-$16.4K	13	0.82%	Reduced