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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	EWM Evermay Wealth Management Arlington, Virginia	$1.88M	+$171K	4	0.83%	Increased
2802	BWM Baystate Wealth Management Boston, Massachusetts	$1.88M	+$42.4K	17	0.34%	Increased
2803	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$1.87M	+$594	5	1.45%	Increased
2804	SMC S. Muoio & Co New York	$1.86M	$0	1	0.89%	Maintained
2805	CSC Cove Street Capital El Segundo, California	$1.85M	-$9.49M	1	0.22%	Reduced
2806	BIM Beach Investment Management West Conshohocken, Pennsylvania	$1.84M	$0	1	2.77%	Maintained
2807	BWA Burt Wealth Advisors North Bethesda, Maryland	$1.84M	-$151K	7	1.27%	Reduced
2808	CAM CGOV Asset Management Toronto, Ontario, Canada	$1.84M	-$253K	2	0.07%	Reduced
2809	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$1.81M	-$1.3M	3	0.69%	Reduced
2810	CA Cornerstone Advisory Hunt Valley, Maryland	$1.81M	-$14.5K	3	0.61%	Reduced
2811	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$1.8M	+$609K	2	0.32%	Increased
2812	RGIA Rainier Group Investment Advisory Bellevue, Washington	$1.8M	+$677K	1	1.02%	Increased
2813	BCM Bienville Capital Management New York	$1.8M	+$366K	5	0.5%	Increased
2814	FNBOH First National Bank of Hutchinson Hutchinson, Kansas	$1.8M	+$16.9K	2	1.14%	Increased
2815	TMC Trellus Management Company Delray Beach, Florida	$1.8M	+$1.64M	2	2.64%	Increased
2816	LA Lucus Advisors New York	$1.79M	+$153K	5	2.41%	Increased
2817	GIM Guardian Investment Management Tiburon, California	$1.79M	-$117K	1	1.98%	Reduced
2818	FWP FAS Wealth Partners Leawood, Kansas	$1.78M	+$220K	2	0.53%	Increased
2819	Simon Quick Advisors Morristown, New Jersey	$1.78M	-$1.7M	3	1.01%	Reduced
2820	Mizuho Securities USA New York	$1.77M	-$39.2M	2	0.09%	Reduced
2821	TCM Tuttle Capital Management Riverside, Connecticut	$1.76M	+$1.58M	4	1.36%	Increased
2822	HHGA Halbert Hargrove Global Advisors Long Beach, California	$1.75M	-$397K	4	0.47%	Reduced
2823	PBO Peoples Bank (Ohio) Marietta, Ohio	$1.74M	-$12.5K	3	0.97%	Reduced
2824	SJIM St. Johns Investment Management Jacksonville, Florida	$1.74M	-$49.8K	2	1.31%	Reduced
2825	SCG Sonata Capital Group Seattle, Washington	$1.73M	+$187K	2	1.29%	Increased