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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
2901	Miracle Mile Advisors Los Angeles, California	$152K	+$173K	1	0.16%	New
2902	RIM Ranger International Management Lake Forest, Illinois	$151K	$0	1	0.03%	Maintained
2903	CP Corbenic Partners Bethlehem, Pennsylvania	$126K	+$37.1K	3	0.1%	Increased
2904	TAA TB Alternative Assets Grand Cayman, Cayman Islands	$116K	+$123K	1	0.09%	New
2905	NMIS Northwestern Mutual Investment Services Milwaukee, Wisconsin	$106K	+$105K	2	0.03%	New
2906	OAM Orinda Asset Management Lafayette, California	$81K	-$485K	1	0.09%	Reduced
2907	MPA Marvin & Palmer Associates Wilmington, Delaware	$76K	$0	1	0.07%	Maintained
2908	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$76K	-$118K	1	0.05%	Reduced
2909	TAM Trust Asset Management Houston, Texas	$73K	+$72.1K	2	0.03%	New
2910	ZIM ZPR Investment Management Orange City, Florida	$70K	+$72.6K	1	0.07%	New
2911	NHFG New Harbor Financial Group Worcester, Massachusetts	$54K	+$16.5K	2	0.05%	Increased
2912	AP Advisors Preferred Rockville, Maryland	$51.5K	-$440K	3	0.03%	Reduced
2913	JPC Jabodon PT Co Reno, Nevada	$50K	$0	1	1.13%	Maintained
2914	KAM Kazazian Asset Management Fort Lauderdale, Florida	$40K	-$28.1K	1	0.05%	Reduced
2915	DW Domani Wealth Lancaster, Pennsylvania	$32.9K	+$189K	3	0.49%	New
2916	CG Cleary Gull Milwaukee, Wisconsin	$23K	+$23.4K	1	0.02%	New
2917	RCG Ruggie Capital Group Tavares, Florida	$18K	-$87.3K	6	0.02%	Reduced
2918	PFG Pacific Financial Group Bellevue, Washington	$16K	-$10.4M	1	0.02%	Reduced
2919	TCM Tanaka Capital Management New York	$16K	$0	1	0.04%	Maintained
2920	KCP Kenmare Capital Partners New York	$12K	-$1.02M	1	0.01%	Reduced
2921	CIM Cambria Investment Management Manhattan Beach, California	$9K	-$2.22K	3	0%	Reduced
2922	MIM Macroview Investment Management Bethesda, Maryland	$9K	-$11.5K	2	0.01%	Reduced
2923	AWM Affinity Wealth Management Wilmington, Delaware	$0	-$211K	0	–	Closed
2924	AF Aldebaran Financial	$0	-$368K	0	–	Closed
2925	Alphabet Inc Mountain View, California	$0	-$21.1M	0	–	Closed