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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	SAM Sunnymeath Asset Management Red Bank, New Jersey	$866K	-$158K	2	1.89%	Reduced
2852	DOA D'Orazio & Associates Falls Church, Virginia	$856K	-$70.4K	4	0.34%	Reduced
2853	DRW Securities Chicago, Illinois	$852K	$0	1	0.06%	Maintained
2854	WCM Windsor Capital Management Phoenix, Arizona	$851K	+$209K	2	0.47%	Increased
2855	VFP Verus Financial Partners Richmond, Virginia	$847K	+$604	2	0.38%	Increased
2856	PFA Paradigm Financial Advisors Des Peres, Missouri	$842K	-$17.1K	3	0.5%	Reduced
2857	RCIM Russell Clark Investment Management London, United Kingdom	$837K	+$266K	1	0.18%	Increased
2858	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$830K	+$8.46K	14	0.78%	Increased
2859	EDRIA Edmonds Duncan Registered Investment Advisors Lawrence, Kansas	$825K	-$55.8K	2	0.5%	Reduced
2860	MFS Madrona Financial Services Everett, Washington	$816K	+$14.4K	1	0.87%	Increased
2861	SMH Sanders Morris Harris Houston, Texas	$816K	-$514K	2	0.25%	Reduced
2862	DSN D. Scott Neal Lexington, Kentucky	$815K	+$82.8K	6	0.64%	Increased
2863	AA Apriem Advisors Irvine, California	$812K	-$285K	13	0.24%	Reduced
2864	LIA LBMC Investment Advisors Brentwood, Tennessee	$800K	-$144K	2	0.15%	Reduced
2865	LWM Lenox Wealth Management Cincinnati, Ohio	$797K	+$32.9K	8	0.63%	Increased
2866	TL TowerView LLC New York	$794K	-$1.59M	1	0.36%	Reduced
2867	LBG Lloyds Banking Group London, United Kingdom	$775K	+$42.4K	3	6.97%	Increased
2868	YCM Yakira Capital Management Westport, Connecticut	$775K	$0	2	0.21%	Maintained
2869	CFS Commonwealth Financial Services Vienna, West Virginia	$773K	+$114K	4	0.73%	Increased
2870	B Bellecapital Zurich, Switzerland	$769K	+$206K	2	0.86%	Increased
2871	ECM Endurant Capital Management San Mateo, California	$769K	+$438K	1	0.29%	Increased
2872	FHB First Hawaiian Bank Honolulu, Hawaii	$766K	-$38.7K	2	0.13%	Reduced
2873	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$748K	+$469K	3	2.01%	Increased
2874	CAM CMT Asset Management Chicago, Illinois	$748K	-$536K	1	0.03%	Reduced
2875	CHJWM Carlton Hofferkamp & Jenks Wealth Management The Woodlands, Texas	$746K	+$60K	1	0.58%	Increased