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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	OFW Omnia Family Wealth Aventura, Florida	$2M	-$102K	32	0.97%	Reduced
2802	SAM Summit Asset Management Memphis, Tennessee	$1.99M	+$48.1K	2	1%	Increased
2803	EWM Evermay Wealth Management Arlington, Virginia	$1.98M	+$94K	4	0.86%	Increased
2804	CHA Cedar Hill Associates Chicago, Illinois	$1.97M	+$1.95M	4	0.34%	New
2805	MIM Midwest Investment Management Cleveland, Ohio	$1.97M	-$58K	2	1.62%	Reduced
2806	Arax Advisory Partners Denver, Colorado	$1.95M	-$127K	17	0.93%	Reduced
2807	RGIA Rainier Group Investment Advisory Bellevue, Washington	$1.94M	-$11K	1	1.04%	Reduced
2808	B Brightworth Atlanta, Georgia	$1.92M	+$1.91M	3	0.47%	New
2809	OLA Oliver Luxxe Assets Gladstone, New Jersey	$1.92M	-$3.73M	4	1.21%	Reduced
2810	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$1.9M	-$97.3K	3	6.67%	Reduced
2811	LCM Lucas Capital Management Red Bank, New Jersey	$1.89M	-$106K	3	1.69%	Reduced
2812	RW REDW Wealth Albuquerque, New Mexico	$1.89M	-$99.9K	3	1.56%	Reduced
2813	FHB First Hawaiian Bank Honolulu, Hawaii	$1.89M	+$261K	5	0.25%	Increased
2814	GEM Global Endowment Management Charlotte, North Carolina	$1.88M	-$291K	4	0.27%	Reduced
2815	Oberweis Asset Management Lisle, Illinois	$1.88M	+$475K	4	0.52%	Increased
2816	GI GS Investments Minneapolis, Minnesota	$1.88M	+$2.92K	1	1.5%	Increased
2817	CPP Crow Point Partners Boston, Massachusetts	$1.86M	-$336K	9	0.3%	Reduced
2818	CCI Credit Capital Investments Livingston, New Jersey	$1.86M	$0	1	2.05%	Maintained
2819	BKA Brick & Kyle Associates Newtown, Pennsylvania	$1.84M	+$59.4K	3	1.49%	Increased
2820	BBNB Baker Boyer National Bank Walla Walla, Washington	$1.83M	+$164K	3	6.05%	Increased
2821	BWA Burt Wealth Advisors North Bethesda, Maryland	$1.83M	-$6.13K	7	1.2%	Reduced
2822	Circle Wealth Management Summit, New Jersey	$1.83M	+$224K	4	0.75%	Increased
2823	CA Cornerstone Advisory Hunt Valley, Maryland	$1.82M	+$123	3	0.62%	Increased
2824	ACM Americafirst Capital Management Roseville, California	$1.8M	+$1.74M	7	2.43%	Increased
2825	AF Affiance Financial St. Louis Park, Minnesota	$1.8M	+$35.9K	4	1.45%	Increased