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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
2851	BFG Bouchey Financial Group Troy, New York	$262K	+$45	1	0.13%	Increased
2852	BHA Beech Hill Advisors New York	$261K	-$555K	1	0.17%	Reduced
2853	MHP Manatuck Hill Partners Westport, Connecticut	$261K	$0	1	0.11%	Maintained
2854	SIAM Sterling Investment Advisors (Missouri) Bolivar, Missouri	$261K	+$963	1	0.3%	Increased
2855	CG Corundum Group Colorado Springs, Colorado	$260K	-$8.76K	1	0.92%	Reduced
2856	IWC Integrated Wealth Counsel Carmel, California	$255K	$0	1	0.43%	Maintained
2857	AC Amiya Capital London, United Kingdom	$253K	-$214K	1	1.77%	Reduced
2858	CFN Cordasco Financial Network Naples, Florida	$248K	$0	4	0.21%	Maintained
2859	HM Harvest Management New York	$243K	-$32.4K	1	0.22%	Reduced
2860	RP Raiff Partners New York	$243K	-$261K	2	0.71%	Reduced
2861	HP HT Partners Centerbrook, Connecticut	$239K	$0	1	0.16%	Maintained
2862	CFA Cahill Financial Advisors Edina, Minnesota	$238K	-$28.9K	1	0.19%	Reduced
2863	FFSOTS Fiduciary Financial Services of The Southwest Dallas, Texas	$238K	-$7K	1	0.08%	Reduced
2864	MGAM McGowan Group Asset Management Dallas, Texas	$233K	$0	1	0.05%	Maintained
2865	NEPPG New England Professional Planning Group Westerly, Rhode Island	$229K	-$3.69K	1	0.26%	Reduced
2866	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$224K	$0	1	0.26%	Maintained
2867	FAG Financial Advisory Group Houston, Texas	$222K	$0	1	0.11%	Maintained
2868	PTC Provident Trust Company Waukesha, Wisconsin	$221K	$0	1	0.01%	Maintained
2869	EP Elkhorn Partners Omaha, Nebraska	$217K	+$232K	1	0.13%	New
2870	DPI Diversified Portfolios Inc Bloomfield Hills, Michigan	$216K	$0	1	0.14%	Maintained
2871	Simplicity Solutions Minneapolis, Minnesota	$216K	+$215K	1	0.23%	New
2872	HW Hedeker Wealth Lincolnshire, Illinois	$215K	$0	1	0.19%	Maintained
2873	CCM Canal Capital Management Richmond, Virginia	$210K	-$1.11M	1	0.21%	Reduced
2874	WMC Westwood Management Corporation Chicago, Illinois	$209K	-$1.27M	1	0.04%	Reduced
2875	LS Lupo Securities Chicago, Illinois	$208K	-$179K	3	1.56%	Reduced