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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	2L 22NW LP Seattle, Washington	$1.13M	+$1.12M	2	0.68%	New
2902	TIM Tortoise Investment Management White Plains, New York	$1.11M	+$57.8K	12	0.38%	Increased
2903	NA Nottingham Advisors Amherst, New York	$1.11M	-$7.52K	2	0.19%	Reduced
2904	BHA Beech Hill Advisors New York	$1.1M	-$462K	3	0.66%	Reduced
2905	NYLT New York Life Trust New York	$1.1M	-$67.3K	7	5.22%	Reduced
2906	RFG Advisory Birmingham, Alabama	$1.1M	-$58	2	1.05%	Reduced
2907	SAM Shamrock Asset Management Dallas, Texas	$1.1M	-$76.9K	6	0.67%	Reduced
2908	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$1.08M	-$1.97K	9	0.97%	Reduced
2909	MUS Mitsubishi UFJ Securities Tokyo, Japan	$1.08M	-$771K	11	6.15%	Reduced
2910	GS Girard Securities San Diego, California	$1.08M	+$67K	3	0.94%	Increased
2911	Bogart Wealth LLC Mclean, Virginia	$1.08M	+$1.07M	2	0.73%	New
2912	BWA BlueSky Wealth Advisors New Bern, North Carolina	$1.08M	+$1.18M	2	0.53%	New
2913	Circle Wealth Management Summit, New Jersey	$1.08M	+$1.05M	3	0.57%	New
2914	IIA IPG Investment Advisors San Diego, California	$1.08M	-$388K	2	0.44%	Reduced
2915	FHC Forest Hill Capital Little Rock, Arkansas	$1.07M	-$1.39M	1	0.35%	Reduced
2916	AFS Access Financial Services Minneapolis, Minnesota	$1.07M	+$1.04M	1	0.97%	New
2917	ABFS Appropriate Balance Financial Services Bellevue, Washington	$1.06M	-$75.5K	2	0.65%	Reduced
2918	LP LGL Partners Philadelphia, Pennsylvania	$1.06M	+$782	2	0.58%	Increased
2919	ODCM Old Dominion Capital Management Charlottesville, Virginia	$1.06M	-$21.3K	1	1.26%	Reduced
2920	PWSG Pacific Wealth Strategies Group Santa Barbara, California	$1.06M	+$1.02M	1	1.04%	New
2921	RGIA Rainier Group Investment Advisory Bellevue, Washington	$1.05M	+$1.02M	1	0.49%	New
2922	GA Greytown Advisors Miami, Florida	$1.05M	+$1M	3	1%	New
2923	SRSA S.R. Schill & Associates Mercer Island, Washington	$1.04M	+$58K	2	0.68%	Increased
2924	GC Gilbert & Cook West Des Moines, Iowa	$1.04M	+$1M	2	0.46%	New
2925	FHB First Hawaiian Bank Honolulu, Hawaii	$1.03M	+$200K	3	0.17%	Increased