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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	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$2.3M	+$20.2K	7	1.55%	Increased
2977	MCF Advisors Covington, Kentucky	$2.29M	-$35.4K	11	0.43%	Reduced
2978	WI Wedgewood Investors Erie, Pennsylvania	$2.28M	+$391K	4	1.86%	Increased
2979	CHA Cedar Hill Associates Chicago, Illinois	$2.28M	+$98.1K	4	0.4%	Increased
2980	Brightworth Atlanta, Georgia	$2.28M	+$148K	3	0.51%	Increased
2981	PBT Pictet Bank & Trust Nassau, Bahamas	$2.26M	-$180K	1	0.67%	Reduced
2982	CAN Claraphi Advisory Network Aliso Viejo, United States	$2.26M	+$2.21M	5	1.75%	New
2983	EGA E&G Advisors Houston, Texas	$2.26M	+$1.04M	5	0.95%	Increased
2984	Altium Wealth Management Purchase, New York	$2.25M	+$2.19M	4	1.03%	New
2985	OFW Omnia Family Wealth Aventura, Florida	$2.25M	+$80K	32	1.03%	Increased
2986	Arax Advisory Partners Denver, Colorado	$2.25M	+$152K	17	0.97%	Increased
2987	RIS Retirement Income Solutions Ann Arbor, Michigan	$2.24M	+$2.2M	5	1.31%	New
2988	CB CNB Bank Clearfield, Pennsylvania	$2.24M	+$2.23M	12	1.34%	New
2989	Resource Management Metairie, Louisiana	$2.24M	+$2.09M	2	0.46%	New
2990	RGIA Rainier Group Investment Advisory Bellevue, Washington	$2.24M	+$13.1K	1	1.12%	Increased
2991	WCM Whitener Capital Management Rocky Mount, North Carolina	$2.23M	+$2.17M	13	1.92%	New
2992	HCM Highlander Capital Management Short Hills, New Jersey	$2.23M	+$403K	9	1.63%	Increased
2993	WA WealthTrust-Arizona Scottsdale, Arizona	$2.23M	-$15.7K	25	1.09%	Reduced
2994	DCM Dean Capital Management Overland Park, Kansas	$2.21M	$0	1	1.04%	Maintained
2995	ACM Altalis Capital Management New York	$2.2M	-$1.17M	1	2.15%	Reduced
2996	I2I Insight 2811 Inc Chicago, Illinois	$2.2M	-$24.7K	3	1.61%	Reduced
2997	TG TLP Group Evanston, Illinois	$2.2M	-$895K	26	1.52%	Reduced
2998	SFM Signature Financial Management Norfolk, Virginia	$2.2M	-$1.6M	3	0.59%	Reduced
2999	Pathway Financial Advisors South Burlington, Vermont	$2.19M	+$2.15M	21	1.26%	New
3000	Edgestream Partners Princeton, New Jersey	$2.19M	-$2.54M	4	2.62%	Reduced