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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	WI Wedgewood Investors Erie, Pennsylvania	$2.44M	+$22.8K	3	4.17%	Increased
3027	HCM Harvest Capital Management Concord, New Hampshire	$2.44M	-$37.4K	4	0.82%	Reduced
3028	PFA Pathway Financial Advisors South Burlington, Vermont	$2.43M	-$33.2K	20	1.43%	Reduced
3029	OFW Omnia Family Wealth Aventura, Florida	$2.41M	-$179K	32	1.13%	Reduced
3030	AI Acuitas Investments Seattle, Washington	$2.41M	+$1.94M	1	5.37%	Increased
3031	RM Resource Management Metairie, Louisiana	$2.4M	+$34.1K	2	0.47%	Increased
3032	MCP Martin Capital Partners Eugene, Oregon	$2.39M	-$1.13M	1	2.44%	Reduced
3033	QCM Quadrant Capital Management Fairfield, New Jersey	$2.39M	-$20.7K	1	1.7%	Reduced
3034	MSA Marino Stram & Associates Braintree, Massachusetts	$2.39M	+$71.9K	16	2.13%	Increased
3035	AH Allen Holding New York	$2.39M	$0	1	0.43%	Maintained
3036	SRCM Swift Run Capital Management Charlottesville, Virginia	$2.39M	-$213K	2	2.08%	Reduced
3037	MFW Mosaic Family Wealth St. Louis, Missouri	$2.38M	+$21.8K	17	0.9%	Increased
3038	TDC Thompson Davis & Co Richmond, Virginia	$2.38M	+$1.73K	34	5.66%	Increased
3039	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$2.36M	-$53.8K	4	0.79%	Reduced
3040	AA Apriem Advisors Irvine, California	$2.36M	+$483K	11	0.53%	Increased
3041	QCIG Quad-Cities Investment Group Davenport, Iowa	$2.36M	+$568K	15	2.19%	Increased
3042	SP Successful Portfolios Clearwater, Florida	$2.34M	+$30.4K	4	2.74%	Increased
3043	Prime Capital Investment Advisors Overland Park, Kansas	$2.33M	-$2.61M	8	0.98%	Reduced
3044	IRC Investors Research Corp Atlanta, Georgia	$2.32M	+$11.2K	3	1.34%	Increased
3045	ACG Allen Capital Group Grand Island, Nebraska	$2.32M	+$131K	3	0.86%	Increased
3046	SII Silchester International Investors London, United Kingdom	$2.3M	+$392K	1	0.13%	Increased
3047	VDFA Vickerman & Driscoll Financial Advisors Spokane, Washington	$2.3M	-$459K	2	1.68%	Reduced
3048	CWA Cypress Wealth Advisors San Francisco, California	$2.29M	-$302K	3	2.48%	Reduced
3049	TSS Thomas Story & Son Culver, Indiana	$2.29M	$0	3	1.33%	Maintained
3050	DM Delphi Management Brookline, Massachusetts	$2.28M	-$99.1K	1	1.41%	Reduced