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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	DSN D. Scott Neal Lexington, Kentucky	$689K	+$44.2K	6	0.61%	Increased
2852	MP Manifold Partners San Francisco, California	$685K	+$2.44K	1	0.55%	Increased
2853	AWM Affinity Wealth Management Wilmington, Delaware	$682K	+$11.4K	3	0.46%	Increased
2854	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$682K	+$2.7K	1	0.15%	Increased
2855	CAM Concorde Asset Management Ann Arbor, Michigan	$679K	+$458K	2	0.67%	Increased
2856	TT Tiedemann Trust Wilmington, Delaware	$670K	-$322K	2	0.12%	Reduced
2857	TFO Tarbox Family Office Newport Beach, California	$669K	-$42.2K	18	0.48%	Reduced
2858	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$659K	$0	1	0.16%	Maintained
2859	Cooke & Bieler Philadelphia, Pennsylvania	$654K	$0	2	0.01%	Maintained
2860	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$643K	+$26K	1	0.96%	Increased
2861	GI Glovista Investments Jersey City, New Jersey	$642K	-$509K	2	0.11%	Reduced
2862	ETM Euclidean Technologies Management Seattle, Washington	$639K	+$677K	1	0.68%	New
2863	FC Financial Consulate Hunt Valley, Maryland	$638K	+$104	1	0.49%	Increased
2864	CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota	$636K	+$3.79K	1	0.09%	Increased
2865	AIA Arbor Investment Advisors Winston Salem, North Carolina	$635K	-$13.5K	2	0.36%	Reduced
2866	FWSM First Wilshire Securities Management Pasadena, California	$632K	$0	1	0.2%	Maintained
2867	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$624K	$0	5	0.32%	Maintained
2868	HIP Hatteras Investment Partners Raleigh, North Carolina	$624K	-$519K	2	3.49%	Reduced
2869	BCM Breithorn Capital Management New York	$610K	$0	1	0.47%	Maintained
2870	FC FCA Corp Houston, Texas	$609K	+$255K	2	0.31%	Increased
2871	WCM Windsor Capital Management Phoenix, Arizona	$609K	-$97.2K	1	0.36%	Reduced
2872	SHJ Sharkey, Howes & Javer Denver, Colorado	$608K	-$31.8K	6	0.38%	Reduced
2873	TFCP Twin Focus Capital Partners Boston, Massachusetts	$601K	$0	1	0.47%	Maintained
2874	CFS Commonwealth Financial Services Vienna, West Virginia	$597K	$0	4	0.7%	Maintained
2875	SC Searle & Co Greenwich, Connecticut	$591K	-$6.04M	2	6%	Reduced