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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
3076	SCG Sonata Capital Group Seattle, Washington	$1.8M	-$49.2K	1	1.3%	Reduced
3077	NWS Newport Wealth Strategies Irvine, California	$1.8M	+$1.56M	2	1.29%	New
3078	AC Avestar Capital New York	$1.79M	+$1.93M	28	1.34%	New
3079	DAM Doheny Asset Management Los Angeles, California	$1.79M	+$157K	2	0.84%	Increased
3080	GRQ Gardner Russo & Quinn Lancaster, Pennsylvania	$1.78M	-$3.75M	4	0.01%	Reduced
3081	CAC Certified Advisory Corp Altamonte Springs, Florida	$1.78M	+$1.73M	12	1.28%	New
3082	SMFS Squar Milner Financial Services Irvine, California	$1.78M	+$1.63M	4	2.15%	New
3083	TIM Total Investment Management Scottsdale, Arizona	$1.77M	+$411K	3	0.52%	Increased
3084	BGC Blue Granite Capital Charleston, South Carolina	$1.77M	-$7.41M	4	1.3%	Reduced
3085	TIM Tortoise Investment Management White Plains, New York	$1.76M	+$57.4K	16	0.51%	Increased
3086	SMC S. Muoio & Co New York	$1.73M	-$164K	1	1.02%	Reduced
3087	IndexIQ Advisors New York	$1.72M	+$1.73M	2	0.06%	New
3088	CA Centerpoint Advisors Needham, Massachusetts	$1.71M	+$1.65M	5	1.51%	New
3089	SC Sovarnum Capital New York	$1.69M	+$1.64M	3	1.14%	New
3090	MCM Mainstay Capital Management Grand Blanc, Michigan	$1.69M	+$1.7M	14	1.4%	New
3091	Harvest Fund Management Beijing, China	$1.69M	+$321K	7	0.27%	Increased
3092	DE Day & Ennis Macon, Georgia	$1.68M	+$146K	2	1.38%	Increased
3093	SG StoneX Group New York	$1.68M	+$1.09M	3	1.75%	Increased
3094	DC Diametric Capital Boston, Massachusetts	$1.67M	+$1.65M	2	1.01%	New
3095	PA Planning Alternatives Birmingham, Michigan	$1.66M	-$327K	3	0.3%	Reduced
3096	GBA Garrison Bradford & Associates New York	$1.66M	+$663K	2	1.37%	Increased
3097	KL KWMG LLC Overland Park, Kansas	$1.66M	+$8.43K	1	0.5%	Increased
3098	MUS Mitsubishi UFJ Securities Tokyo, Japan	$1.65M	-$31.3K	11	6.94%	Reduced
3099	BIM Beach Investment Management West Conshohocken, Pennsylvania	$1.64M	$0	1	2.52%	Maintained
3100	CA Continuum Advisory Eagle, Idaho	$1.64M	+$236K	4	1.26%	Increased