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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	B Bellecapital Zurich, Switzerland	$1.32M	+$33K	2	1.16%	Increased
2902	MM Meridian Management Little Rock, Arkansas	$1.31M	$0	1	0.69%	Maintained
2903	HIH HRS Investment Holdings New York	$1.31M	$0	1	0.86%	Maintained
2904	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$1.31M	+$759K	1	0.45%	Increased
2905	CI CAZ Investments Houston, Texas	$1.29M	+$33K	1	1.05%	Increased
2906	VAS Valicenti Advisory Services Elmira, New York	$1.29M	-$171K	2	0.69%	Reduced
2907	GA Greytown Advisors Miami, Florida	$1.28M	+$197K	3	1.04%	Increased
2908	LP LGL Partners Philadelphia, Pennsylvania	$1.27M	+$164K	2	0.68%	Increased
2909	VCP Vista Capital Partners Portland, Oregon	$1.27M	-$28.5K	4	0.32%	Reduced
2910	CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota	$1.27M	-$3.1K	1	0.14%	Reduced
2911	AF Aldebaran Financial	$1.25M	-$6.53K	1	0.92%	Reduced
2912	AIA Armor Investment Advisors Raleigh, North Carolina	$1.25M	+$3.17K	2	1.24%	Increased
2913	LSC Lesa Sroufe & Co Seattle, Washington	$1.23M	-$220K	1	1.14%	Reduced
2914	CL CSS LLC Chicago, Illinois	$1.22M	+$91.9K	4	0.06%	Increased
2915	CIAS Capital Investment Advisory Services Raleigh, North Carolina	$1.21M	-$82.9K	2	0.8%	Reduced
2916	CFA Cahill Financial Advisors Edina, Minnesota	$1.2M	+$217K	2	0.67%	Increased
2917	CAL Capital Advisors Ltd Shaker Heights, Ohio	$1.2M	+$152K	7	0.44%	Increased
2918	MCM MV Capital Management Bethesda, Maryland	$1.19M	-$92.7K	11	0.35%	Reduced
2919	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$1.18M	+$179K	25	1.23%	Increased
2920	NQWM Northwest Quadrant Wealth Management Bend, Oregon	$1.18M	-$89.1K	4	1.01%	Reduced
2921	11A 10-15 Associates Goshen, New York	$1.18M	-$2.02M	2	0.33%	Reduced
2922	Truepoint Inc Cincinnati, Ohio	$1.18M	+$602K	3	0.12%	Increased
2923	GAM Gould Asset Management Claremont, California	$1.17M	+$258K	2	0.56%	Increased
2924	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$1.17M	+$9.31K	8	0.96%	Increased
2925	HCM Highlander Capital Management Short Hills, New Jersey	$1.16M	-$48.7K	8	0.91%	Reduced