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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
2826	EM Endicott Management New York	$793K	+$47.2K	1	0.29%	Increased
2827	VFP Verus Financial Partners Richmond, Virginia	$784K	-$40.8K	2	0.35%	Reduced
2828	NEPWA New England Private Wealth Advisors Wellesley, Massachusetts	$781K	+$598	3	0.3%	Increased
2829	Brinker Capital Investments Berwyn, Pennsylvania	$777K	-$208K	6	0.03%	Reduced
2830	BWM Bernicke Wealth Management Altoona, Wisconsin	$775K	+$5.18K	1	0.7%	Increased
2831	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$775K	-$58K	13	0.73%	Reduced
2832	YCM Yakira Capital Management Westport, Connecticut	$763K	$0	2	0.29%	Maintained
2833	SFS Summit Financial Strategies Columbus, Ohio	$744K	+$411K	1	0.55%	Increased
2834	LWM Lenox Wealth Management Cincinnati, Ohio	$740K	-$2.28K	8	0.54%	Reduced
2835	PA Parkside Advisors Berkeley, California	$739K	-$365K	1	0.52%	Reduced
2836	FHB First Hawaiian Bank Honolulu, Hawaii	$738K	-$308K	2	0.13%	Reduced
2837	ACI Advance Capital I Southfield, Michigan	$735K	-$781K	1	0.78%	Reduced
2838	LBG Lloyds Banking Group London, United Kingdom	$729K	-$351K	3	6%	Reduced
2839	KLI Kelman-Lazarov Inc Memphis, Tennessee	$725K	+$4.13K	7	0.41%	Increased
2840	PC Pecaut & Co Sioux City, Iowa	$720K	-$33.3K	1	0.75%	Reduced
2841	TCM Traynor Capital Management Malvern, Pennsylvania	$716K	-$44.2K	2	0.56%	Reduced
2842	HJA Hugh Johnson Advisors Albany, New York	$715K	-$23.6K	2	0.28%	Reduced
2843	SFM Sphera Funds Management Tel Aviv, Israel	$714K	-$1.04M	1	0.19%	Reduced
2844	MFS Madrona Financial Services Everett, Washington	$711K	-$12.8K	1	0.76%	Reduced
2845	CHJWM Carlton Hofferkamp & Jenks Wealth Management The Woodlands, Texas	$708K	+$13.9K	1	0.56%	Increased
2846	Edgewood Management Greenwich, Connecticut	$708K	$0	2	0.01%	Maintained
2847	LWA Lenox Wealth Advisors New York	$704K	+$72.1K	7	0.21%	Increased
2848	CCP Centaur Capital Partners Southlake, Texas	$703K	+$61.9K	1	1.02%	Increased
2849	ESBC E.S. Barr & Co Lexington, Kentucky	$701K	-$403K	3	0.08%	Reduced
2850	ACM Alethea Capital Management Mercer Island, Washington	$695K	-$2.75M	1	0.95%	Reduced