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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	Empowered Funds Havertown, Pennsylvania	$1.5M	-$3.02M	2	0.98%	Reduced
2877	DAM Doheny Asset Management Los Angeles, California	$1.5M	$0	2	0.69%	Maintained
2878	SJIM St. Johns Investment Management Jacksonville, Florida	$1.5M	-$163K	2	1.1%	Reduced
2879	BHA Beech Hill Advisors New York	$1.47M	-$20.8K	3	0.78%	Reduced
2880	SA SL Advisors Westfield, New Jersey	$1.47M	+$2.6K	2	0.67%	Increased
2881	NFGCM Norman Fields Gottscho Capital Management New York	$1.47M	-$29.1K	2	0.88%	Reduced
2882	B Bellecapital Zurich, Switzerland	$1.46M	+$160K	2	1.73%	Increased
2883	Advent Capital Management New York	$1.46M	+$1.37M	1	0.03%	Increased
2884	MWM Mascoma Wealth Management Hanover, New Hampshire	$1.45M	-$65.3K	15	0.97%	Reduced
2885	I INVST Indianapolis, Indiana	$1.45M	-$165K	2	1.27%	Reduced
2886	RI Ridgewood Investments Springfield, New Jersey	$1.43M	+$310K	3	1.37%	Increased
2887	BIM Beach Investment Management West Conshohocken, Pennsylvania	$1.43M	-$546K	1	2.49%	Reduced
2888	BSAM Blue Sky Asset Management Greenwood Village, Colorado	$1.43M	+$319K	1	0.82%	Increased
2889	DE Day & Ennis Macon, Georgia	$1.41M	-$745K	2	1.25%	Reduced
2890	HWP Hefty Wealth Partners Auburn, Indiana	$1.41M	+$453K	9	0.93%	Increased
2891	AZA Arthur Zaske & Associates Bingham Farms, Michigan	$1.4M	$0	3	1.48%	Maintained
2892	CFA Cahill Financial Advisors Edina, Minnesota	$1.4M	+$102K	2	0.74%	Increased
2893	CA Capital Advantage Walnut Creek, California	$1.4M	-$80.9K	2	0.35%	Reduced
2894	TIM Total Investment Management Scottsdale, Arizona	$1.38M	-$59.7K	1	0.48%	Reduced
2895	SFG StrategIQ Financial Group Merrillville, Indiana	$1.38M	-$13.6K	3	0.55%	Reduced
2896	HP Harvey Partners Tarrytown, New York	$1.37M	+$595K	2	1.58%	Increased
2897	Avidian Wealth Enterprises Houston, Texas	$1.37M	+$823K	2	0.52%	Increased
2898	AF Aldebaran Financial	$1.36M	+$4.6K	1	0.94%	Increased
2899	NC NewSquare Capital Newtown Square, Pennsylvania	$1.36M	+$7.29M	8	0.33%	Increased
2900	EA Elm Advisors Burlingame, California	$1.34M	-$5.84K	2	1.06%	Reduced