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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	FTCM First Trust Capital Management Chicago, Illinois	$757K	+$682K	1	0.14%	New
3002	ESBC E.S. Barr & Co Lexington, Kentucky	$754K	-$49.6K	3	0.09%	Reduced
3003	Itau Unibanco Holding S.A. Sao Paulo, Brazil	$750K	+$527K	30	0.09%	Increased
3004	SPWA SteelBridge Private Wealth Advisors Naples, Florida	$746K	+$13.5K	1	1.13%	Increased
3005	TFF The Family Firm Bethesda, Maryland	$734K	+$181K	2	0.35%	Increased
3006	PAWC P.A.W. Capital Greenwich, Connecticut	$732K	-$1.94M	1	0.74%	Reduced
3007	PCI Pacifica Capital Investments Leander, Texas	$723K	-$327K	2	0.38%	Reduced
3008	YCM Yakira Capital Management Westport, Connecticut	$720K	-$17K	1	0.26%	Reduced
3009	EMB Elefante Mark B	$710K	+$46.8K	2	6.44%	Increased
3010	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$709K	-$19.1K	5	0.33%	Reduced
3011	GWI Grace & White Inc Ny, New York	$705K	$0	1	0.15%	Maintained
3012	RPGK Retirement Planning Group (Kansas) Leawood, Kansas	$697K	+$213K	2	0.21%	Increased
3013	ZF Zhang Financial Portage, Michigan	$694K	+$197K	2	0.35%	Increased
3014	QC QCM Cayman Houston, Texas	$690K	+$394K	3	0.13%	Increased
3015	OA Opes Advisors Cupertino, California	$689K	+$681K	2	0.49%	New
3016	ACP Arcus Capital Partners Atlanta, Georgia	$686K	+$670K	3	0.43%	New
3017	CAM Concorde Asset Management Ann Arbor, Michigan	$684K	-$258K	2	1.13%	Reduced
3018	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$679K	-$12.9K	1	0.35%	Reduced
3019	CFD Creative Financial Designs Kokomo, Indiana	$677K	+$31.3K	18	0.49%	Increased
3020	MIC MU Investments Company Tokyo, Japan	$677K	-$239K	7	0.48%	Reduced
3021	AIA Arbor Investment Advisors Winston Salem, North Carolina	$672K	-$82.8K	2	0.34%	Reduced
3022	BWM Bernicke Wealth Management Altoona, Wisconsin	$668K	-$105K	1	0.56%	Reduced
3023	FM Fondren Management Houston, Texas	$668K	+$596K	1	0.72%	New
3024	GI Glovista Investments Jersey City, New Jersey	$666K	-$308K	2	0.15%	Reduced
3025	PIM Parker Investment Management Menlo Park, California	$664K	$0	1	0.34%	Maintained