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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	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$768K	-$19.8K	10	0.91%	Reduced
3002	LBG Lloyds Banking Group London, United Kingdom	$768K	-$134K	4	7.68%	Reduced
3003	NVPX Norwest Venture Partners X Palo Alto, California	$768K	$0	1	0.56%	Maintained
3004	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$768K	$0	1	0.64%	Maintained
3005	KIC Keating Investment Counselors Delray Beach, Florida	$761K	$0	2	0.33%	Maintained
3006	MLFP MPS Loria Financial Planners Burr Ridge, Illinois	$761K	-$632K	1	0.54%	Reduced
3007	RSA Robertson Stephens Advisors San Francisco, California	$756K	-$74K	1	0.65%	Reduced
3008	PIM Parker Investment Management Menlo Park, California	$754K	+$736	1	0.33%	Increased
3009	SRSA S.R. Schill & Associates Mercer Island, Washington	$752K	-$185K	1	0.45%	Reduced
3010	AWMG Alliance Wealth Management Group Flemington, New Jersey	$744K	+$544K	2	0.19%	Increased
3011	NFP Narus Financial Partners Salt Lake City, Utah	$740K	+$3.96K	2	0.65%	Increased
3012	RAM Riggs Asset Management Dallas, Pennsylvania	$726K	$0	7	0.33%	Maintained
3013	Private Management Group Irvine, California	$721K	-$38.1K	1	0.04%	Reduced
3014	MCIA Mountain Capital Investment Advisors Westminster, Colorado	$719K	-$241K	17	0.64%	Reduced
3015	CFD Creative Financial Designs Kokomo, Indiana	$718K	+$59.7K	21	0.41%	Increased
3016	PA Parkside Advisors Berkeley, California	$717K	+$21.2K	2	0.51%	Increased
3017	Ritholtz Wealth Management New York	$709K	+$262K	2	0.27%	Increased
3018	GWI Grace & White Inc Ny, New York	$700K	$0	1	0.15%	Maintained
3019	PCI Pacifica Capital Investments Leander, Texas	$698K	$0	2	0.36%	Maintained
3020	WVP Worth Venture Partners Fort Lee, New Jersey	$694K	-$144K	1	0.6%	Reduced
3021	DP Denver PWM Denver, Colorado	$690K	+$679K	1	0.54%	New
3022	AA Apriem Advisors Irvine, California	$686K	-$5.52M	3	0.17%	Reduced
3023	PFA Paradigm Financial Advisors Des Peres, Missouri	$682K	$0	2	0.33%	Maintained
3024	RQS Ramsey Quantitative Systems Louisville, Kentucky	$681K	-$305K	2	0.75%	Reduced
3025	SFS Summit Financial Strategies Columbus, Ohio	$677K	-$313K	1	0.39%	Reduced