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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
2876	Obermeyer Wealth Partners Aspen, Colorado	$636K	+$86K	1	0.06%	Increased
2877	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$634K	$0	5	0.33%	Maintained
2878	DSN D. Scott Neal Lexington, Kentucky	$634K	-$9.66K	6	0.59%	Reduced
2879	CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota	$632K	-$871K	1	0.1%	Reduced
2880	HF Hoxton Financial Shepherdstown, West Virginia	$632K	+$48.8K	10	0.33%	Increased
2881	CHJWM Carlton Hofferkamp & Jenks Wealth Management The Woodlands, Texas	$628K	+$586K	1	0.51%	New
2882	AWA ARS Wealth Advisors St. Petersburg, Florida	$625K	+$52	1	0.29%	Increased
2883	TSS Two Sigma Securities New York	$617K	+$584K	3	0.79%	Increased
2884	CFS Commonwealth Financial Services Vienna, West Virginia	$615K	-$288K	4	0.91%	Reduced
2885	BCM Breithorn Capital Management New York	$609K	$0	1	0.42%	Maintained
2886	CCP Centaur Capital Partners Southlake, Texas	$606K	+$692K	1	1.24%	New
2887	AEPG American Economic Planning Group Warren, New Jersey	$601K	+$41.4K	2	0.24%	Increased
2888	WDL Well Done LLC Holland, Michigan	$601K	-$32K	2	0.22%	Reduced
2889	CCM Canal Capital Management Richmond, Virginia	$592K	+$302K	2	0.59%	Increased
2890	Hawk Ridge Capital Management Los Angeles, California	$592K	-$815K	1	0.45%	Reduced
2891	AA Apriem Advisors Irvine, California	$591K	-$26.7K	8	0.23%	Reduced
2892	BWP BSW Wealth Partners Boulder, Colorado	$586K	-$511	1	0.33%	Reduced
2893	EEG E.E. Geduld	$553K	-$642K	2	0.76%	Reduced
2894	KFBMI Kentucky Farm Bureau Mutual Insurance Louisville, Kentucky	$552K	+$524K	1	0.31%	New
2895	TFCP Twin Focus Capital Partners Boston, Massachusetts	$552K	$0	1	0.52%	Maintained
2896	VWA V Wealth Advisors Overland Park, Kansas	$552K	+$523K	1	0.44%	New
2897	RCIM Russell Clark Investment Management London, United Kingdom	$551K	+$299K	1	0.16%	Increased
2898	EM Endicott Management New York	$548K	-$869K	1	0.19%	Reduced
2899	KL Kinsight LLC Birmingham, Alabama	$543K	-$9.02K	2	0.31%	Reduced
2900	EMB Elefante Mark B	$542K	+$259K	2	8.65%	Increased