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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	GJCM Grand Jean Capital Management San Francisco, California	$954K	+$182K	2	0.35%	Increased
2952	AZA Arthur Zaske & Associates Bingham Farms, Michigan	$951K	$0	2	0.68%	Maintained
2953	PFA Paradigm Financial Advisors Des Peres, Missouri	$949K	+$261K	3	0.49%	Increased
2954	EM Endicott Management New York	$948K	-$832K	1	0.49%	Reduced
2955	DRW Securities Chicago, Illinois	$947K	$0	1	0.17%	Maintained
2956	NEPWA New England Private Wealth Advisors Wellesley, Massachusetts	$947K	+$13.8K	3	0.3%	Increased
2957	BWM Biltmore Wealth Management Tempe, Arizona	$945K	+$952K	1	0.87%	New
2958	LIA LBMC Investment Advisors Brentwood, Tennessee	$944K	+$84K	2	0.17%	Increased
2959	BHA Beech Hill Advisors New York	$942K	-$292K	2	0.54%	Reduced
2960	CFA Cahill Financial Advisors Edina, Minnesota	$942K	+$256	1	0.54%	Increased
2961	IPAM ICICI Prudential Asset Management Mumbai, India	$942K	$0	2	2.62%	Maintained
2962	BW Biegel & Waller Columbia, Maryland	$938K	-$7.37K	2	0.65%	Reduced
2963	SIAS Shine Investment Advisory Services Lone Tree, Colorado	$934K	+$881K	2	0.62%	New
2964	SA SRH Advisors Salina, Kansas	$931K	-$138K	8	4.35%	Reduced
2965	TFO Tarbox Family Office Newport Beach, California	$931K	+$151K	21	0.48%	Increased
2966	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$913K	-$15.5K	2	0.11%	Reduced
2967	TFCP Twin Focus Capital Partners Boston, Massachusetts	$910K	+$117	1	0.55%	Increased
2968	VFP Verus Financial Partners Richmond, Virginia	$908K	-$152	2	0.37%	Reduced
2969	LBG Lloyds Banking Group London, United Kingdom	$903K	+$92.9K	4	8.15%	Increased
2970	CFS Commonwealth Financial Services Vienna, West Virginia	$901K	+$16.5K	4	0.98%	Increased
2971	RWA RGT Wealth Advisors Dallas, Texas	$898K	+$149K	3	0.61%	Increased
2972	CFIC City Financial Investment Company London, United Kingdom	$891K	-$934K	1	0.14%	Reduced
2973	EDRIA Edmonds Duncan Registered Investment Advisors Lawrence, Kansas	$891K	-$34.2K	2	0.47%	Reduced
2974	RA Rational Advisors Huntington, New York	$886K	-$2.48M	3	0.58%	Reduced
2975	GAM Gould Asset Management Claremont, California	$875K	+$20.3K	1	0.44%	Increased