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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	IWA Intercontinental Wealth Advisors San Antonio, Texas	$2.74M	-$197K	4	1.38%	Reduced
3027	SCA Sippican Capital Advisors Boston, Massachusetts	$2.74M	+$189K	2	3.17%	Increased
3028	SCG Sonata Capital Group Seattle, Washington	$2.74M	+$214K	2	1.86%	Increased
3029	FP Factorial Partners Mt. Kisco, New York	$2.74M	+$2.3M	4	2.35%	Increased
3030	AGA Accuvest Global Advisors Provo, Utah	$2.73M	-$403K	4	1.01%	Reduced
3031	HCM Harvest Capital Management Concord, New Hampshire	$2.72M	-$77K	4	0.85%	Reduced
3032	Crewe Advisors Salt Lake City, Utah	$2.71M	+$1.52M	5	2.3%	Increased
3033	TAM Taylor Asset Management Toronto, Ontario, Canada	$2.71M	-$11.9M	2	1.24%	Reduced
3034	LSCM LaSalle Street Capital Management Chicago, Illinois	$2.7M	-$1.37M	2	3.16%	Reduced
3035	GTAM Global Trust Asset Management West Palm Beach, Florida	$2.7M	-$181K	12	1.87%	Reduced
3036	SP Successful Portfolios Clearwater, Florida	$2.69M	+$5.2K	4	2.93%	Increased
3037	MF MHI Funds Woodstock, New York	$2.69M	+$2.44M	1	2.27%	New
3038	Shanda Asset Management Holdings Tortola,, British Virgin Islands	$2.68M	-$4.54M	1	0.43%	Reduced
3039	SMC S. Muoio & Co New York	$2.68M	+$559K	2	1.18%	Increased
3040	Winthrop Advisory Group Boston, Massachusetts	$2.66M	+$744K	4	1.5%	Increased
3041	TSS Thomas Story & Son Culver, Indiana	$2.66M	-$41.3K	3	1.4%	Reduced
3042	Cable Hill Partners Portland, Oregon	$2.65M	-$243K	32	1.08%	Reduced
3043	AJ Wealth Strategies New York	$2.64M	+$5.42K	2	0.49%	Increased
3044	BIM Beach Investment Management West Conshohocken, Pennsylvania	$2.64M	+$119K	1	4.12%	Increased
3045	Marino Stram & Associates Braintree, Massachusetts	$2.63M	-$85.9K	16	2.1%	Reduced
3046	PSC Prentiss Smith & Co Brattleboro, Vermont	$2.63M	-$5.78M	9	1.5%	Reduced
3047	ALIONA Allianz Life Insurance of North America Minneapolis, Minnesota	$2.62M	+$35.9K	5	2.86%	Increased
3048	IRC Investors Research Corp Atlanta, Georgia	$2.62M	+$43.6K	3	1.5%	Increased
3049	QCIG Quad-Cities Investment Group Davenport, Iowa	$2.61M	-$31.6K	14	2.29%	Reduced
3050	MFW Mosaic Family Wealth St. Louis, Missouri	$2.6M	+$164K	16	1.06%	Increased