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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
3026	BMCM Bryn Mawr Capital Management Philadelphia, Pennsylvania	$652K	-$77.9K	2	0.67%	Reduced
3027	GWM GSB Wealth Management Guilford, Connecticut	$650K	-$224K	2	2.76%	Reduced
3028	PC Pecaut & Co Sioux City, Iowa	$645K	-$53.4K	1	0.58%	Reduced
3029	RAM Riggs Asset Management Dallas, Pennsylvania	$644K	+$73.2K	8	0.32%	Increased
3030	Hershey Trust Company Hershey, Pennsylvania	$640K	-$301K	1	0.01%	Reduced
3031	JWM Janiczek Wealth Management Denver, Colorado	$636K	-$186K	2	0.36%	Reduced
3032	CP Camelot Portfolios Maumee, Ohio	$634K	-$513	1	0.31%	Reduced
3033	PIM Parasol Investment Management Westmont, Illinois	$634K	-$890K	3	1.04%	Reduced
3034	FFW Fusion Family Wealth Woodbury, New York	$629K	+$212K	5	0.24%	Increased
3035	PA Parkside Advisors Berkeley, California	$625K	-$199K	1	0.45%	Reduced
3036	RPAM Rhenman & Partners Asset Management Stockholm, Sweden	$624K	$0	2	0.1%	Maintained
3037	FC FCA Corp Houston, Texas	$621K	$0	2	0.29%	Maintained
3038	Truepoint Inc Cincinnati, Ohio	$621K	+$2.85K	1	0.07%	Increased
3039	CWM Cedar Wealth Management Walnut Creek, California	$620K	-$97.7K	2	0.38%	Reduced
3040	CA Continental Advisors Park City, Utah	$617K	+$158K	1	0.14%	Increased
3041	RCG Ruggie Capital Group Tavares, Florida	$610K	+$65.7K	3	0.45%	Increased
3042	CCB Cutter & Co Brokerage Ballwin, Missouri	$607K	+$283K	2	0.25%	Increased
3043	AWM Affinity Wealth Management Wilmington, Delaware	$589K	+$39.1K	2	0.33%	Increased
3044	WDL Well Done LLC Holland, Michigan	$589K	-$5.06K	2	0.21%	Reduced
3045	TA TMD & Associates Scottsdale, Arizona	$583K	-$256K	1	0.54%	Reduced
3046	BCM Baltimore Capital Management Baltimore, Maryland	$582K	+$579K	2	0.77%	New
3047	AFA Abacus FCF Advisors Orlando, Florida	$581K	+$39.3K	5	4.8%	Increased
3048	Advent International Boston, Massachusetts	$581K	+$655K	1	0.01%	New
3049	FWSM First Wilshire Securities Management Pasadena, California	$578K	$0	2	0.17%	Maintained
3050	YCM Yorkville Capital Management New York	$569K	$0	1	0.56%	Maintained