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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	HPCM High Pointe Capital Management Chicago, Illinois	$2.58M	+$1.3M	2	3.48%	Increased
3052	WAAG Wealth Alliance Advisory Group Wichita, Kansas	$2.58M	-$18.1K	2	1.32%	Reduced
3053	Dynasty Wealth Management St. Petersburg, Florida	$2.58M	+$2.09M	4	3.32%	Increased
3054	NC Nitorum Capital New York	$2.57M	$0	1	0.29%	Maintained
3055	CA Centerpoint Advisors Needham, Massachusetts	$2.56M	+$13.8K	7	2.03%	Increased
3056	NC NewSquare Capital Newtown Square, Pennsylvania	$2.55M	+$243K	8	0.48%	Increased
3057	WA WealthTrust-Arizona Scottsdale, Arizona	$2.54M	-$8.28K	27	1.22%	Reduced
3058	FIG Fortress Investment Group New York	$2.54M	+$2.53M	1	0.25%	New
3059	HHGA Halbert Hargrove Global Advisors Long Beach, California	$2.53M	+$187K	5	0.66%	Increased
3060	I2I Insight 2811 Inc Chicago, Illinois	$2.53M	-$42.9K	3	1.71%	Reduced
3061	VDFA Vickerman & Driscoll Financial Advisors Spokane, Washington	$2.52M	-$140K	2	1.76%	Reduced
3062	PM Parametrica Management Wanchai, Hong Kong	$2.51M	+$2.39M	9	5.49%	New
3063	RW REDW Wealth Albuquerque, New Mexico	$2.5M	-$59.9K	2	1.66%	Reduced
3064	SCA Strategic Capital Advisers Denver, Colorado	$2.49M	+$1.94M	1	1.78%	Increased
3065	SRCM Swift Run Capital Management Charlottesville, Virginia	$2.49M	-$245K	2	2.17%	Reduced
3066	REMPR Roof Eidam Maycock Peralta (REMP) San Francisco, California	$2.48M	+$1.55K	4	1.12%	Increased
3067	FAM Foothills Asset Management Scottsdale, Arizona	$2.48M	-$105K	1	1.9%	Reduced
3068	CFA Cahill Financial Advisors Edina, Minnesota	$2.48M	+$28.4K	3	1.09%	Increased
3069	SC Solstein Capital Menlo Park, California	$2.48M	-$789K	3	13.66%	Reduced
3070	ACG Allen Capital Group Grand Island, Nebraska	$2.47M	-$126K	3	0.82%	Reduced
3071	EML Eos Management LP New York	$2.47M	$0	1	0.64%	Maintained
3072	CRIG Charter Research & Investment Group Southport, Connecticut	$2.46M	-$89.3K	5	2.68%	Reduced
3073	Nantahala Capital Management New Canaan, Connecticut	$2.46M	+$2.31M	1	0.07%	New
3074	SBA Secrest Blakey & Associates Raleigh, North Carolina	$2.45M	+$151K	5	1.89%	Increased
3075	GEM Global Endowment Management Charlotte, North Carolina	$2.44M	+$307K	6	0.32%	Increased