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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	IAS IMA Advisory Services Denver, Colorado	$1.67M	-$190K	2	1.03%	Reduced
2802	EWM Evermay Wealth Management Arlington, Virginia	$1.67M	+$156K	3	0.82%	Increased
2803	NFGCM Norman Fields Gottscho Capital Management New York	$1.67M	$0	2	1.13%	Maintained
2804	NAM Nichols Asset Management Sudbury, Massachusetts	$1.67M	$0	4	3.28%	Maintained
2805	SIC SFE Investment Counsel Los Angeles, California	$1.67M	-$498K	2	0.64%	Reduced
2806	BIM Beach Investment Management West Conshohocken, Pennsylvania	$1.66M	+$1.36M	1	2.84%	Increased
2807	NAM Needelman Asset Management Ladera Ranch, California	$1.66M	-$14.4K	2	4.59%	Reduced
2808	SJIM St. Johns Investment Management Jacksonville, Florida	$1.65M	-$54.9K	2	1.36%	Reduced
2809	CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota	$1.65M	+$644K	2	0.19%	Increased
2810	WVP Worth Venture Partners Fort Lee, New Jersey	$1.64M	+$1.65M	3	1.76%	New
2811	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$1.64M	-$131K	6	0.44%	Reduced
2812	WA WealthTrust-Arizona Scottsdale, Arizona	$1.62M	+$6.44K	27	0.93%	Increased
2813	OMC Overbrook Management Corp New York	$1.62M	-$2.52K	2	0.35%	Reduced
2814	Krilogy Financial St. Louis, Missouri	$1.61M	-$44.2K	13	0.5%	Reduced
2815	CFIC City Financial Investment Company London, United Kingdom	$1.6M	+$1.57M	1	0.29%	New
2816	VFPI Vantage Financial Partners (Illinois) Arlington Heights, Illinois	$1.59M	+$1.58M	2	1.43%	New
2817	BC Beaconlight Capital New York	$1.59M	-$677K	1	0.86%	Reduced
2818	WC Wexford Capital West Palm Beach, Florida	$1.59M	+$1.04M	1	0.16%	Increased
2819	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$1.59M	-$17.8K	7	1.01%	Reduced
2820	SWA SFMG Wealth Advisors Plano, Texas	$1.55M	-$3.88M	4	0.33%	Reduced
2821	GC Gruss & Co West Palm Beach, Florida	$1.55M	+$1.5M	1	1.7%	New
2822	CA Capital Advantage Walnut Creek, California	$1.55M	-$148K	2	0.45%	Reduced
2823	PBO Peoples Bank (Ohio) Marietta, Ohio	$1.55M	+$1.33K	3	0.89%	Increased
2824	PCMM Private Capital Management (Minnesota) Eagan, Minnesota	$1.54M	+$33.8K	3	1.73%	Increased
2825	BBNB Baker Boyer National Bank Walla Walla, Washington	$1.54M	+$19.4K	2	6.69%	Increased