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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	RGNCM R.G. Niederhoffer Capital Management New York	$740K	+$702K	1	5.35%	New
2852	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$733K	-$11.8K	1	0.16%	Reduced
2853	KLI Kelman-Lazarov Inc Memphis, Tennessee	$726K	+$650K	7	0.42%	New
2854	TFO Tarbox Family Office Newport Beach, California	$719K	-$72.3K	18	0.54%	Reduced
2855	BWM Biltmore Wealth Management Tempe, Arizona	$717K	-$2.67K	1	0.6%	Reduced
2856	BWM Bernicke Wealth Management Altoona, Wisconsin	$716K	+$52.5K	1	0.66%	Increased
2857	HP Harbourvest Partners Boston, Massachusetts	$716K	-$1.44M	1	0.31%	Reduced
2858	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$711K	-$461K	1	0.22%	Reduced
2859	BHA Beech Hill Advisors New York	$707K	-$352K	2	0.55%	Reduced
2860	Hudson Bay Capital Management Stamford, Connecticut	$705K	+$730K	1	0.03%	New
2861	MP Manifold Partners San Francisco, California	$704K	+$221K	1	0.63%	Increased
2862	WCM Windsor Capital Management Phoenix, Arizona	$704K	-$91.7K	2	0.44%	Reduced
2863	Karpus Investment Management Pittsford, New York	$702K	+$108K	3	0.03%	Increased
2864	FC Financial Consulate Hunt Valley, Maryland	$688K	+$52	1	0.47%	Increased
2865	TFF The Family Firm Bethesda, Maryland	$684K	+$187K	2	0.35%	Increased
2866	KSA Ken Stern & Associates San Diego, California	$683K	-$219K	1	0.47%	Reduced
2867	FWSM First Wilshire Securities Management Pasadena, California	$682K	$0	1	0.23%	Maintained
2868	Edgewood Management Greenwich, Connecticut	$675K	-$23.6K	2	0%	Reduced
2869	Cooke & Bieler Philadelphia, Pennsylvania	$673K	-$72.5K	2	0.02%	Reduced
2870	AIA Arbor Investment Advisors Winston Salem, North Carolina	$665K	$0	2	0.4%	Maintained
2871	SHJ Sharkey, Howes & Javer Denver, Colorado	$662K	+$29.3K	8	0.49%	Increased
2872	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$659K	+$21K	1	1.12%	Increased
2873	VAM Verity Asset Management Durham, North Carolina	$656K	-$192K	1	0.74%	Reduced
2874	LWA Lenox Wealth Advisors New York	$647K	-$44.4K	8	0.19%	Reduced
2875	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$639K	+$601K	3	2.35%	New