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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
3001	AWMF Arbor Wealth Management (Florida) Miramar Beach, Florida	$223K	+$8.48K	1	0.23%	Increased
3002	HRT Financial New York	$216K	-$18K	1	0.23%	Reduced
3003	CAM Concorde Asset Management Ann Arbor, Michigan	$215K	+$204K	1	0.25%	New
3004	LFG LifePlan Financial Group Dayton, Ohio	$212K	+$198K	1	0.15%	New
3005	DPI Diversified Portfolios Inc Bloomfield Hills, Michigan	$211K	-$29.8K	1	0.13%	Reduced
3006	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$210K	-$14.1M	2	0.19%	Reduced
3007	SCM Stonehearth Capital Management Danvers, Massachusetts	$209K	-$19.1K	1	0.18%	Reduced
3008	IF Ironwood Financial Tucson, Arizona	$205K	+$187K	4	0.16%	New
3009	CCA Covey Capital Advisors Atlanta, Georgia	$204K	+$185K	1	0.11%	New
3010	FNBOH First National Bank of Hutchinson Hutchinson, Kansas	$201K	+$181K	1	0.13%	New
3011	TAA TB Alternative Assets Grand Cayman, Cayman Islands	$198K	-$1.2M	1	0.21%	Reduced
3012	LWA Lowe Wealth Advisors Columbia, Maryland	$195K	-$5.11K	3	0.13%	Reduced
3013	TCM Tuttle Capital Management Riverside, Connecticut	$176K	+$3.7K	1	0.32%	Increased
3014	NCMG NCM Capital Management Group Durham, North Carolina	$171K	-$3.7K	2	2.09%	Reduced
3015	OAJ Ogorek Anthony Joseph Williamsville, New York	$154K	-$24.7K	2	0.13%	Reduced
3016	FNYS First New York Securities New York	$132K	-$1.51M	2	0.09%	Reduced
3017	SCM Segantii Capital Management Hong Kong	$130K	+$144K	1	0.05%	New
3018	RCG Ruggie Capital Group Tavares, Florida	$126K	+$112K	2	0.13%	New
3019	BC Barnett & Company Chattanooga, Tennessee	$116K	-$153K	4	0.06%	Reduced
3020	WCM Wealthcare Capital Management Richmond, Virginia	$108K	-$42.5K	6	0.01%	Reduced
3021	ST Sphinx Trading Chicago, Illinois	$107K	+$93.7K	2	0.19%	New
3022	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$103K	$0	1	0.08%	Maintained
3023	EP Edinburgh Partners Edinburgh, United Kingdom	$98K	-$67.6M	1	0.01%	Reduced
3024	EDRPMB Edmond de Rothschild Private Merchant Banking London, United Kingdom	$96K	-$16.8K	1	0.43%	Reduced
3025	SLF Sun Life Financial Toronto, Ontario, Canada	$92K	-$434K	3	0.18%	Reduced