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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	FIMG Financial & Investment Management Group Traverse City, Michigan	$307K	+$2.13K	1	0.1%	Increased
2977	AGM Alpine Global Management New York	$304K	-$798K	1	0.09%	Reduced
2978	AWMG Alliance Wealth Management Group Flemington, New Jersey	$303K	$0	1	0.21%	Maintained
2979	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$300K	$0	1	0.1%	Maintained
2980	GCM Grisanti Capital Management New York	$299K	$0	2	0.14%	Maintained
2981	HP HT Partners Centerbrook, Connecticut	$296K	+$12.6K	1	0.17%	Increased
2982	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$289K	+$290K	8	0.03%	New
2983	OBWP O'Brien Wealth Partners Waltham, Massachusetts	$289K	$0	1	0.19%	Maintained
2984	FMP Financial Management Professionals Austin, Texas	$286K	-$76.7K	9	0.15%	Reduced
2985	WMG WESCAP Management Group Glendale, California	$283K	$0	1	0.15%	Maintained
2986	Orgel Wealth Management Altoona, Wisconsin	$279K	+$273K	1	0.19%	New
2987	MGAM McGowan Group Asset Management Dallas, Texas	$277K	+$113	1	0.05%	Increased
2988	AWMF Arbor Wealth Management (Florida) Miramar Beach, Florida	$274K	+$16.4K	1	0.23%	Increased
2989	VSWA Vontobel Swiss Wealth Advisors Zurich, Switzerland	$267K	-$13.3K	1	0.14%	Reduced
2990	LWA Lowe Wealth Advisors Columbia, Maryland	$259K	+$52.6K	3	0.18%	Increased
2991	NCCM Nine Chapters Capital Management Short Hills, New Jersey	$249K	-$42.2K	1	1.75%	Reduced
2992	BIM Beach Investment Management West Conshohocken, Pennsylvania	$248K	+$248K	1	0.47%	New
2993	LSC Lyon Street Capital Sausalito, California	$246K	+$214K	1	0.12%	New
2994	RTS Round Table Services Westfield, New Jersey	$238K	-$19.7K	1	0.14%	Reduced
2995	RT Reliance Trust Atlanta, Georgia	$236K	+$231K	1	2.46%	New
2996	DLG Daniel L. Goodwin	$230K	-$107K	1	0.08%	Reduced
2997	EGA E&G Advisors Houston, Texas	$228K	-$28.2K	1	0.13%	Reduced
2998	MCM Moon Capital Management New York	$226K	+$226K	1	0.09%	New
2999	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$225K	+$220K	1	0.17%	New
3000	SIM Sadoff Investment Management Milwaukee, Wisconsin	$220K	+$215K	1	0.02%	New