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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	FPF FNY Partners Fund New York	$1.46M	-$4.71M	5	0.35%	Reduced
2877	AFA Abacus FCF Advisors Orlando, Florida	$1.45M	+$842K	6	5.66%	Increased
2878	SA SL Advisors Westfield, New Jersey	$1.45M	-$16K	2	0.75%	Reduced
2879	RWG Regal Wealth Group Seal Beach, California	$1.44M	-$74.6K	4	1.12%	Reduced
2880	WCM Weatherstone Capital Management Denver, Colorado	$1.43M	+$862K	4	0.95%	Increased
2881	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$1.43M	-$138K	2	1.02%	Reduced
2882	CA Capital Advantage Walnut Creek, California	$1.42M	-$201K	2	0.37%	Reduced
2883	SFG StrategIQ Financial Group Merrillville, Indiana	$1.41M	+$281K	3	0.6%	Increased
2884	FIM Fernwood Investment Management Quincy, Massachusetts	$1.41M	+$142K	3	1.02%	Increased
2885	MCC Malaga Cove Capital Pv Estates, California	$1.41M	+$116K	2	0.84%	Increased
2886	CWM Concert Wealth Management San Jose, California	$1.41M	-$12.4M	2	1.36%	Reduced
2887	VCM Vigilant Capital Management Portland, Maine	$1.4M	+$3.23K	14	0.23%	Increased
2888	SM SG3 Management Dorado, Puerto Rico	$1.4M	+$860K	2	0.35%	Increased
2889	SS Sunbelt Securities Houston, Texas	$1.39M	-$1.04M	3	2.6%	Reduced
2890	EA Elm Advisors Burlingame, California	$1.38M	-$15.7K	2	1.13%	Reduced
2891	MLFP MPS Loria Financial Planners Burr Ridge, Illinois	$1.38M	+$1.33M	10	0.92%	New
2892	MUS Mitsubishi UFJ Securities Tokyo, Japan	$1.38M	-$26.3K	8	7.36%	Reduced
2893	VCA VIEX Capital Advisors Sunny Isles Beach, Florida	$1.37M	+$1.58M	2	0.76%	New
2894	AWA Arete Wealth Advisors Chicago, Illinois	$1.37M	+$347K	3	0.62%	Increased
2895	QC QCM Cayman Houston, Texas	$1.36M	+$676K	3	3.12%	Increased
2896	SI Sapience Investments Newport Beach, California	$1.36M	+$1.31M	1	0.21%	New
2897	TH Timber Hill Greenwich, Connecticut	$1.36M	-$11.9M	2	0.05%	Reduced
2898	TG TLP Group Evanston, Illinois	$1.35M	-$1.28M	10	1.26%	Reduced
2899	SAM Shikiar Asset Management New York	$1.34M	-$1.57M	2	0.58%	Reduced
2900	AZA Arthur Zaske & Associates Bingham Farms, Michigan	$1.33M	+$307K	3	1.17%	Increased