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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
2926	PRCM Pine River Capital Management Minnetonka, Minnesota	$1.2M	-$8.92M	3	0.09%	Reduced
2927	BWA BlueSky Wealth Advisors New Bern, North Carolina	$1.2M	+$202K	3	0.52%	Increased
2928	Harvest Fund Management Beijing, China	$1.2M	-$400K	7	0.16%	Reduced
2929	FIAS FinTrust Investment Advisory Services Greenville, South Carolina	$1.2M	+$1.18M	2	1.15%	New
2930	Park Avenue Securities New York	$1.17M	-$2.35M	3	0.36%	Reduced
2931	OMC Overbrook Management Corp New York	$1.17M	$0	1	0.26%	Maintained
2932	VCP Vista Capital Partners Portland, Oregon	$1.17M	-$137K	3	0.28%	Reduced
2933	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$1.16M	-$4.78K	20	0.96%	Reduced
2934	LFA Landmark Financial Advisors Bowling Green, Kentucky	$1.16M	+$365	2	0.78%	Increased
2935	LIA LBMC Investment Advisors Brentwood, Tennessee	$1.15M	+$134K	3	0.2%	Increased
2936	MCM MV Capital Management Bethesda, Maryland	$1.13M	-$68.3K	12	0.32%	Reduced
2937	WCM Weatherstone Capital Management Denver, Colorado	$1.12M	-$324K	4	0.76%	Reduced
2938	GC Gruss & Co West Palm Beach, Florida	$1.12M	+$131K	1	1.26%	Increased
2939	MFS Madrona Financial Services Everett, Washington	$1.11M	+$1.61K	1	1.02%	Increased
2940	TI Telemetry Investments New York	$1.11M	+$1.1M	4	0.4%	New
2941	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$1.1M	+$135K	18	0.45%	Increased
2942	EGA E&G Advisors Houston, Texas	$1.1M	-$489K	2	0.5%	Reduced
2943	HPCM High Pointe Capital Management Chicago, Illinois	$1.09M	+$276K	2	1.6%	Increased
2944	CP Camelot Portfolios Maumee, Ohio	$1.09M	$0	2	0.53%	Maintained
2945	EDRIA Edmonds Duncan Registered Investment Advisors Lawrence, Kansas	$1.08M	+$33.4K	2	0.5%	Increased
2946	NA Nottingham Advisors Amherst, New York	$1.08M	+$29.8K	2	0.15%	Increased
2947	IPAM ICICI Prudential Asset Management Mumbai, India	$1.07M	+$186K	3	5.06%	Increased
2948	NEPWA New England Private Wealth Advisors Wellesley, Massachusetts	$1.07M	-$9.93K	3	0.32%	Reduced
2949	TFF The Family Firm Bethesda, Maryland	$1.07M	+$3.39K	3	0.45%	Increased
2950	DDC Daniel Devine & Co Parkland, Florida	$1.07M	$0	1	0.82%	Maintained