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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	LIA LBMC Investment Advisors Brentwood, Tennessee	$815K	-$27.5K	2	0.15%	Reduced
2977	CCP Centaur Capital Partners Southlake, Texas	$812K	$0	1	1.75%	Maintained
2978	PBT Pictet Bank & Trust Nassau, Bahamas	$812K	-$361K	1	0.27%	Reduced
2979	ACM AUA Capital Management Camp Hill, Pennsylvania	$810K	+$782K	8	0.77%	New
2980	IPAM ICICI Prudential Asset Management Mumbai, India	$810K	+$837K	2	0.85%	New
2981	AEPG American Economic Planning Group Warren, New Jersey	$808K	+$136K	2	0.35%	Increased
2982	GAM Gould Asset Management Claremont, California	$806K	-$550K	1	0.41%	Reduced
2983	FVP Firefly Value Partners Newtown, Pennsylvania	$804K	+$774K	2	0.09%	New
2984	LWM Lenox Wealth Management Cincinnati, Ohio	$801K	-$20.9K	8	0.61%	Reduced
2985	TA TMD & Associates Scottsdale, Arizona	$799K	+$141K	1	0.69%	Increased
2986	TAAM Top Ace Asset Management Hong Kong	$795K	$0	1	0.89%	Maintained
2987	FC Financial Consulate Hunt Valley, Maryland	$793K	+$9.14K	1	0.58%	Increased
2988	ESBC E.S. Barr & Co Lexington, Kentucky	$784K	-$4.99K	3	0.09%	Reduced
2989	TC Tairen Capital Hong Kong	$779K	-$14.9M	1	0.19%	Reduced
2990	C CFO4Life Coppell, Texas	$778K	+$416K	2	0.64%	Increased
2991	RWA Wealth Partners Newton, Massachusetts	$778K	+$749K	2	0.71%	New
2992	WCM Windsor Capital Management Phoenix, Arizona	$758K	-$125K	1	0.41%	Reduced
2993	Harvest Fund Management Beijing, China	$752K	+$720K	4	0.17%	New
2994	SIM Sadoff Investment Management Milwaukee, Wisconsin	$751K	+$467K	2	0.08%	Increased
2995	LBG Lloyds Banking Group London, United Kingdom	$749K	-$36.4K	3	6.51%	Reduced
2996	BC Banced Corp Edwardsville, Illinois	$748K	+$25.3K	2	1.41%	Increased
2997	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$745K	-$150K	2	0.08%	Reduced
2998	CCM Cobalt Capital Management Short Hills, New Jersey	$740K	+$736K	1	0.11%	New
2999	Ritholtz Wealth Management New York	$736K	+$741K	2	0.38%	New
3000	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$733K	+$689K	19	1%	New