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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	TFO Tarbox Family Office Newport Beach, California	$1.07M	+$118K	21	0.47%	Increased
2952	DOA D'Orazio & Associates Falls Church, Virginia	$1.06M	-$22.6K	6	0.39%	Reduced
2953	FUBT First United Bank & Trust Oakland, Maryland	$1.06M	-$14.4K	2	0.71%	Reduced
2954	IA Independence Advisors Wayne, Pennsylvania	$1.05M	+$975	2	0.42%	Increased
2955	TFCP Twin Focus Capital Partners Boston, Massachusetts	$1.04M	+$66	1	0.54%	Increased
2956	BI Bramshill Investments Naples, Florida	$1.04M	-$71.3K	1	0.31%	Reduced
2957	Edgewood Management Greenwich, Connecticut	$1.03M	-$12.8K	2	0%	Reduced
2958	CFA Camarda Financial Advisors Fleming Island, Florida	$1.02M	-$53.6K	5	1.1%	Reduced
2959	CCM Concourse Capital Management Atlanta, Georgia	$1.02M	$0	2	0.5%	Maintained
2960	ESBC E.S. Barr & Co Lexington, Kentucky	$997K	+$107K	3	0.11%	Increased
2961	BW Biegel & Waller Columbia, Maryland	$995K	-$131K	2	0.63%	Reduced
2962	RGNCM R.G. Niederhoffer Capital Management New York	$994K	+$603K	3	6.39%	Increased
2963	Reinhart Partners Mequon, Wisconsin	$984K	-$99.7K	2	0.1%	Reduced
2964	SAM Shikiar Asset Management New York	$981K	-$459K	2	0.43%	Reduced
2965	PO Private Ocean San Rafael, California	$979K	+$19.6K	6	0.6%	Increased
2966	MC Matisse Capital Portland, Oregon	$977K	-$117K	1	0.47%	Reduced
2967	SIC SFE Investment Counsel Los Angeles, California	$974K	-$205K	1	0.41%	Reduced
2968	CG Corundum Group Colorado Springs, Colorado	$966K	+$286K	2	1.02%	Increased
2969	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$961K	-$953K	2	0.35%	Reduced
2970	CM Cornerstone Management Duluth, Georgia	$961K	-$29.1K	1	0.5%	Reduced
2971	ACM AUA Capital Management Camp Hill, Pennsylvania	$959K	$0	8	0.88%	Maintained
2972	BCP Berkeley Capital Partners Milton, Georgia	$958K	-$11K	1	0.64%	Reduced
2973	CFG CKW Financial Group Honolulu, Hawaii	$950K	+$512K	7	0.23%	Increased
2974	FFS Founders Financial Securities Towson, Maryland	$939K	+$45.4K	1	0.33%	Increased
2975	BRA Blue Rock Advisors Wayzata, Minnesota	$935K	+$872K	1	1.43%	New