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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
2951	FMA FNY Managed Accounts New York	$905K	-$516K	2	6.06%	Reduced
2952	DOA D'Orazio & Associates Falls Church, Virginia	$898K	+$595	4	0.36%	Increased
2953	BW Biegel & Waller Columbia, Maryland	$896K	+$855K	2	0.63%	New
2954	DRW Securities Chicago, Illinois	$892K	$0	1	0.07%	Maintained
2955	MFS Madrona Financial Services Everett, Washington	$892K	+$12.1K	1	0.99%	Increased
2956	CFA Cahill Financial Advisors Edina, Minnesota	$888K	+$84.4K	1	0.54%	Increased
2957	GWM GSB Wealth Management Guilford, Connecticut	$886K	+$830K	3	3.47%	New
2958	NEPWA New England Private Wealth Advisors Wellesley, Massachusetts	$885K	-$39.3K	3	0.31%	Reduced
2959	EMG ETF Managers Group Summit, New Jersey	$884K	-$34.3K	12	4.1%	Reduced
2960	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$882K	-$61.8K	2	0.1%	Reduced
2961	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$882K	+$5.21K	14	0.82%	Increased
2962	EDRIA Edmonds Duncan Registered Investment Advisors Lawrence, Kansas	$877K	-$15.2K	2	0.51%	Reduced
2963	Edgewood Management Greenwich, Connecticut	$873K	-$2.54M	2	0.01%	Reduced
2964	BWP BSW Wealth Partners Boulder, Colorado	$869K	+$738K	2	0.45%	Increased
2965	JWM Janiczek Wealth Management Denver, Colorado	$861K	+$809K	3	0.38%	New
2966	VFP Verus Financial Partners Richmond, Virginia	$861K	-$34.4K	2	0.37%	Reduced
2967	TFCP Twin Focus Capital Partners Boston, Massachusetts	$857K	+$191K	1	0.56%	Increased
2968	CFS Commonwealth Financial Services Vienna, West Virginia	$851K	+$15K	4	0.84%	Increased
2969	CHJWM Carlton Hofferkamp & Jenks Wealth Management The Woodlands, Texas	$850K	+$61.1K	1	0.62%	Increased
2970	MIC MU Investments Company Tokyo, Japan	$850K	-$4.28M	9	0.64%	Reduced
2971	KIC Keating Investment Counselors Delray Beach, Florida	$840K	-$210K	2	0.4%	Reduced
2972	AZA Arthur Zaske & Associates Bingham Farms, Michigan	$827K	+$108K	2	0.6%	Increased
2973	SFS Summit Financial Strategies Columbus, Ohio	$827K	+$265K	2	0.57%	Increased
2974	EA Euclid Advisors Hartford, Connecticut	$822K	-$1.77M	3	17.16%	Reduced
2975	Hershey Trust Company Hershey, Pennsylvania	$815K	+$105K	2	0.01%	Increased