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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	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$655K	$0	5	0.33%	Maintained
2902	SIM Strategic Investment Management Arlington, Virginia	$648K	+$348K	2	0.46%	Increased
2903	KLI Kelman-Lazarov Inc Memphis, Tennessee	$647K	-$61.6K	7	0.37%	Reduced
2904	Park Avenue Securities New York	$642K	-$607K	2	0.38%	Reduced
2905	GI Glovista Investments Jersey City, New Jersey	$640K	-$4.07K	2	0.12%	Reduced
2906	TFO Tarbox Family Office Newport Beach, California	$632K	-$79.4K	19	0.41%	Reduced
2907	TFCP Twin Focus Capital Partners Boston, Massachusetts	$632K	$0	1	0.44%	Maintained
2908	AEPG American Economic Planning Group Warren, New Jersey	$629K	+$1.4K	2	0.25%	Increased
2909	PAM PT Asset Management Chicago, Illinois	$626K	+$623K	2	0.15%	New
2910	NVIM New Vernon Investment Management Highland Park, Illinois	$625K	-$622K	1	0.66%	Reduced
2911	SAM Silphium Asset Management London, United Kingdom	$619K	+$41K	2	0.71%	Increased
2912	JC Jetstream Capital Brentwood, Tennessee	$608K	+$533K	1	8.14%	New
2913	TA TMD & Associates Scottsdale, Arizona	$605K	-$937K	1	0.53%	Reduced
2914	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$599K	-$3.37K	1	0.25%	Reduced
2915	KSA Ken Stern & Associates San Diego, California	$586K	-$19.9K	1	0.4%	Reduced
2916	ACM Alethea Capital Management Mercer Island, Washington	$581K	$0	1	0.81%	Maintained
2917	CWM Cedar Wealth Management Walnut Creek, California	$578K	+$65K	3	0.4%	Increased
2918	PIM Parker Investment Management Menlo Park, California	$574K	-$285K	1	0.2%	Reduced
2919	CCM Canal Capital Management Richmond, Virginia	$570K	+$18.6K	2	0.53%	Increased
2920	CP Camelot Portfolios Maumee, Ohio	$568K	+$10.9K	1	0.31%	Increased
2921	IWC Integrated Wealth Counsel Carmel, California	$559K	+$266K	4	1.18%	Increased
2922	CA Continental Advisors Park City, Utah	$557K	$0	1	0.16%	Maintained
2923	Pathstone Family Office Englewood, New Jersey	$548K	-$28K	9	0.56%	Reduced
2924	CPP Crow Point Partners Boston, Massachusetts	$547K	+$542K	2	0.09%	New
2925	BFIC Bedell Frazier Investment Counselling Walnut Creek, California	$540K	+$214K	2	0.22%	Increased