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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	CFD Creative Financial Designs Kokomo, Indiana	$664K	-$16.7K	20	0.42%	Reduced
3027	PFA Paradigm Financial Advisors Des Peres, Missouri	$657K	-$339K	2	0.33%	Reduced
3028	WVP Worth Venture Partners Fort Lee, New Jersey	$657K	-$426K	1	0.57%	Reduced
3029	AIA Arbor Investment Advisors Winston Salem, North Carolina	$653K	+$14.7K	2	0.32%	Increased
3030	Klingman & Associates New York	$652K	+$87.4K	1	0.17%	Increased
3031	FC FCA Corp Houston, Texas	$651K	$0	2	0.28%	Maintained
3032	GI Glovista Investments Jersey City, New Jersey	$649K	-$24.8K	2	0.14%	Reduced
3033	GWI Grace & White Inc Ny, New York	$648K	-$89.2K	1	0.14%	Reduced
3034	FMA FNY Managed Accounts New York	$643K	-$1.1M	6	6.47%	Reduced
3035	BWM Bernicke Wealth Management Altoona, Wisconsin	$641K	-$60.7K	1	0.51%	Reduced
3036	GWM GSB Wealth Management Guilford, Connecticut	$640K	$0	2	2.9%	Maintained
3037	PA Parkside Advisors Berkeley, California	$640K	-$84K	1	0.46%	Reduced
3038	RTS Round Table Services Westfield, New Jersey	$632K	+$331K	2	0.23%	Increased
3039	CG Corundum Group Colorado Springs, Colorado	$630K	+$63K	1	1.4%	Increased
3040	YCM Yorkville Capital Management New York	$626K	$0	1	0.7%	Maintained
3041	NorthRock Partners Minneapolis, Minnesota	$621K	-$1.75M	1	0.26%	Reduced
3042	MCM Maltese Capital Management New York	$614K	+$593K	1	0.06%	New
3043	CCB Cutter & Co Brokerage Ballwin, Missouri	$613K	-$26.3K	2	0.24%	Reduced
3044	PC Pecaut & Co Sioux City, Iowa	$612K	-$56.7K	1	0.51%	Reduced
3045	VF Virtu Financial New York	$610K	-$2.9M	2	0.08%	Reduced
3046	FFW Fusion Family Wealth Woodbury, New York	$609K	-$3.39K	5	0.21%	Reduced
3047	FWSM First Wilshire Securities Management Pasadena, California	$604K	$0	2	0.17%	Maintained
3048	RPAM Rhenman & Partners Asset Management Stockholm, Sweden	$602K	$0	2	0.09%	Maintained
3049	JWM Janiczek Wealth Management Denver, Colorado	$601K	$0	2	0.35%	Maintained
3050	CA Continental Advisors Park City, Utah	$598K	-$97.5K	1	0.14%	Reduced