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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	GI GS Investments Minneapolis, Minnesota	$1.73M	+$1.73M	1	1.3%	New
2827	ACP Aveo Capital Partners Englewood, Colorado	$1.73M	+$1.2M	2	0.61%	Increased
2828	AF Affiance Financial St. Louis Park, Minnesota	$1.73M	-$14.4K	4	1.37%	Reduced
2829	CCI Credit Capital Investments Livingston, New Jersey	$1.72M	-$686K	1	2.29%	Reduced
2830	GHAM Gilman Hill Asset Management New Canaan, Connecticut	$1.72M	-$18.7K	3	0.75%	Reduced
2831	BKA Brick & Kyle Associates Newtown, Pennsylvania	$1.7M	-$588K	3	1.46%	Reduced
2832	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$1.68M	+$5.61K	6	0.46%	Increased
2833	BA Bristol Advisors Conshohocken, Pennsylvania	$1.66M	+$1.18M	3	1.11%	Increased
2834	SST S Squared Technology New York	$1.66M	-$911K	1	1.42%	Reduced
2835	IAS IMA Advisory Services Denver, Colorado	$1.65M	-$2.51K	2	0.79%	Reduced
2836	ADBIC A.D. Beadell Investment Counsel Mequon, Wisconsin	$1.65M	-$3.43K	1	1.33%	Reduced
2837	VI Versor Investments New York	$1.64M	+$1.17M	5	0.44%	Increased
2838	CIM Cetera Investment Management El Segundo, California	$1.63M	-$512K	4	2.06%	Reduced
2839	CAAS Capital Asset Advisory Services Williamston, Michigan	$1.63M	+$595K	4	1.05%	Increased
2840	SM Southport Management Wilson, Wyoming	$1.63M	-$580K	1	4.38%	Reduced
2841	AMG Asset Management Group Stamford, Connecticut	$1.62M	-$25.7K	3	0.63%	Reduced
2842	Fenimore Asset Management Cobleskill, New York	$1.62M	+$290K	3	0.07%	Increased
2843	BWM BerganKDV Wealth Management Bloomington, Minnesota	$1.62M	-$27K	3	0.46%	Reduced
2844	NI Nepsis Inc Minneapolis, Minnesota	$1.62M	+$1.47M	1	0.8%	New
2845	PHK Point72 Hong Kong Hong Kong	$1.61M	-$65.7K	38	1.68%	Reduced
2846	PA Planning Alternatives Birmingham, Michigan	$1.61M	+$244K	2	0.31%	Increased
2847	EU Emory University Atlanta, Georgia	$1.6M	-$172K	1	1.42%	Reduced
2848	BBNB Baker Boyer National Bank Walla Walla, Washington	$1.6M	-$228K	2	6.36%	Reduced
2849	IAA Ironsides Asset Advisors Rocky Mount, North Carolina	$1.59M	+$336K	2	0.69%	Increased
2850	FHB First Hawaiian Bank Honolulu, Hawaii	$1.59M	+$219K	5	0.23%	Increased