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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
2976	MVM McClain Value Management New Canaan, Connecticut	$266K	-$94.5K	1	0.23%	Reduced
2977	OAM Orinda Asset Management Lafayette, California	$263K	$0	2	0.29%	Maintained
2978	AWMF Arbor Wealth Management (Florida) Miramar Beach, Florida	$253K	+$3.79K	1	0.24%	Increased
2979	HP HT Partners Centerbrook, Connecticut	$251K	$0	1	0.14%	Maintained
2980	MGAM McGowan Group Asset Management Dallas, Texas	$246K	-$39.2K	1	0.04%	Reduced
2981	RTS Round Table Services Westfield, New Jersey	$246K	+$1K	1	0.14%	Increased
2982	WI Wintrust Investments Chicago, Illinois	$245K	+$2.04M	5	0.48%	New
2983	UFA US Financial Advisors Braintree, Massachusetts	$241K	-$136K	1	0.48%	Reduced
2984	HH HWG Holdings Houston, Texas	$237K	+$234K	1	0.22%	New
2985	DPA Delphi Private Advisors San Diego, California	$234K	-$26.5K	17	0.43%	Reduced
2986	ACM Americafirst Capital Management Roseville, California	$231K	-$187K	2	0.15%	Reduced
2987	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$229K	+$231K	1	4.79%	New
2988	EGA E&G Advisors Houston, Texas	$228K	$0	1	0.14%	Maintained
2989	SIM Strategic Investment Management Arlington, Virginia	$225K	+$235K	1	0.12%	New
2990	TMC Trellus Management Company Delray Beach, Florida	$225K	+$231K	1	0.37%	New
2991	VSWA Vontobel Swiss Wealth Advisors Zurich, Switzerland	$225K	+$253K	1	0.13%	New
2992	LFG LifePlan Financial Group Dayton, Ohio	$217K	$0	1	0.15%	Maintained
2993	CFC Coyle Financial Counsel Glenview, Illinois	$216K	+$208K	1	0.31%	New
2994	SEM Suncoast Equity Management Tampa, Florida	$214K	+$193K	1	0.07%	New
2995	DPI Diversified Portfolios Inc Bloomfield Hills, Michigan	$211K	$0	1	0.13%	Maintained
2996	CCA Covey Capital Advisors Atlanta, Georgia	$205K	$0	1	0.11%	Maintained
2997	IF Ironwood Financial Tucson, Arizona	$201K	$0	4	0.15%	Maintained
2998	MLM Mount Lucas Management Newtown, Pennsylvania	$190K	-$106K	1	0.03%	Reduced
2999	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$188K	-$57.9K	7	0.09%	Reduced
3000	LWA Lowe Wealth Advisors Columbia, Maryland	$185K	+$2.29K	3	0.12%	Increased