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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
3051	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$585K	-$121K	1	0.02%	Reduced
3052	CWM Cedar Wealth Management Walnut Creek, California	$580K	-$67.7K	2	0.38%	Reduced
3053	NVIM New Vernon Investment Management Highland Park, Illinois	$568K	$0	1	0.72%	Maintained
3054	Empirical Finance Havertown, Pennsylvania	$566K	+$285K	2	0.22%	Increased
3055	BC Blueport Capital Fort Worth, Texas	$560K	-$338K	3	9.08%	Reduced
3056	UIM Underhill Investment Management Greenbrae, California	$559K	+$548K	1	0.35%	New
3057	UWPG Ullmann Wealth Partners Group Jacksonville Beach, Florida	$552K	+$43.4K	3	0.4%	Increased
3058	GCM Gladstone Capital Management London, United Kingdom	$551K	$0	1	0.49%	Maintained
3059	LCM Lafitte Capital Management Austin, Texas	$546K	$0	1	0.33%	Maintained
3060	Avidian Wealth Enterprises Houston, Texas	$542K	+$148K	1	0.23%	Increased
3061	RPGK Retirement Planning Group (Kansas) Leawood, Kansas	$541K	-$212K	1	0.16%	Reduced
3062	BCM Baltimore Capital Management Baltimore, Maryland	$538K	-$15.8K	2	0.78%	Reduced
3063	SMH Sanders Morris Harris Houston, Texas	$536K	-$9.04M	2	0.22%	Reduced
3064	RPG Risk Paradigm Group Austin, Texas	$531K	+$290K	3	0.62%	Increased
3065	WIC Water Island Capital New York	$531K	-$10.7M	2	0.02%	Reduced
3066	AWM AllSquare Wealth Management Albany, New York	$523K	-$866K	4	0.53%	Reduced
3067	IOOF Independent Order of Foresters Toronto, Ontario, Canada	$521K	-$54.2K	1	0.43%	Reduced
3068	KBG Kahn Brothers Group New York	$511K	-$388K	1	0.08%	Reduced
3069	RWA RGT Wealth Advisors Dallas, Texas	$504K	-$412K	1	0.34%	Reduced
3070	BIA Barry Investment Advisors New Bedford, Massachusetts	$503K	+$14K	1	0.19%	Increased
3071	NWM Northwest Wealth Management Spencer, Iowa	$502K	+$33K	1	0.46%	Increased
3072	SIM Sadoff Investment Management Milwaukee, Wisconsin	$502K	-$284K	2	0.05%	Reduced
3073	CAM Crestone Asset Management Boulder, Colorado	$501K	+$499K	2	0.23%	New
3074	MIC MU Investments Company Tokyo, Japan	$494K	-$209K	6	0.35%	Reduced
3075	AGA Accuvest Global Advisors Provo, Utah	$493K	-$3.01K	1	0.16%	Reduced