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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	AC Amici Capital New York	$1.32M	-$1.37M	2	0.51%	Reduced
2877	AWM AllSquare Wealth Management Albany, New York	$1.3M	+$239K	7	1.19%	Increased
2878	WCM Weatherstone Capital Management Denver, Colorado	$1.29M	+$794K	4	0.85%	Increased
2879	Brinker Capital Investments Berwyn, Pennsylvania	$1.28M	+$384K	13	0.05%	Increased
2880	HCM HM Capital Management Clayton, Missouri	$1.28M	-$7.16K	1	1.3%	Reduced
2881	FFSOTS Fiduciary Financial Services of The Southwest Dallas, Texas	$1.27M	+$102K	2	0.42%	Increased
2882	MCM MV Capital Management Bethesda, Maryland	$1.27M	-$891	13	0.46%	Reduced
2883	NQWM Northwest Quadrant Wealth Management Bend, Oregon	$1.26M	+$1.2M	4	1.34%	New
2884	EP Edgestream Partners Princeton, New Jersey	$1.25M	-$1.13M	4	2.58%	Reduced
2885	WI Wedgewood Investors Erie, Pennsylvania	$1.22M	-$6.01K	1	1.12%	Reduced
2886	HIP Hatteras Investment Partners Raleigh, North Carolina	$1.22M	-$559K	3	7.1%	Reduced
2887	HRT Financial New York	$1.22M	+$85.9K	2	1.55%	Increased
2888	TIM Total Investment Management Scottsdale, Arizona	$1.21M	+$1.22M	2	0.4%	New
2889	SIM Strategic Investment Management Arlington, Virginia	$1.2M	+$563K	5	0.12%	Increased
2890	TG TLP Group Evanston, Illinois	$1.2M	-$360K	9	1.19%	Reduced
2891	CAM CMT Asset Management Chicago, Illinois	$1.19M	+$416K	2	0.06%	Increased
2892	RVPG Relative Value Partners Group	$1.19M	+$241	2	0.15%	Increased
2893	HIH HRS Investment Holdings New York	$1.18M	-$1.07M	1	0.95%	Reduced
2894	BCP Berkeley Capital Partners Milton, Georgia	$1.18M	-$1.91K	2	0.85%	Reduced
2895	MWM Mascoma Wealth Management Hanover, New Hampshire	$1.17M	+$1.14M	12	0.86%	New
2896	B Bridgeworth Birmingham, Alabama	$1.17M	+$1.11M	2	0.64%	New
2897	CM Cornerstone Management Duluth, Georgia	$1.16M	$0	1	0.66%	Maintained
2898	LFA Landmark Financial Advisors Bowling Green, Kentucky	$1.16M	-$15.3K	3	0.92%	Reduced
2899	JPC Jackson Park Capital Alpine, Utah	$1.15M	-$224K	1	2.13%	Reduced
2900	RI Ridgewood Investments Springfield, New Jersey	$1.15M	+$1.11M	2	1.35%	New