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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	SAM Summit Asset Management Memphis, Tennessee	$2.12M	-$46K	2	1.01%	Reduced
3077	MAM Myriad Asset Management North Point, Hong Kong	$2.12M	-$64.7M	1	0.29%	Reduced
3078	Bogart Wealth LLC Mclean, Virginia	$2.11M	-$74K	10	1.28%	Reduced
3079	BWA Burt Wealth Advisors North Bethesda, Maryland	$2.11M	-$16.3K	7	1.01%	Reduced
3080	SAM Solaris Asset Management New York	$2.1M	-$220K	3	16.05%	Reduced
3081	NWS Newport Wealth Strategies Irvine, California	$2.1M	+$75.6K	3	2.43%	Increased
3082	PL Polianta Ltd St Helier, Jersey	$2.1M	-$1.24M	2	0.65%	Reduced
3083	AP Advisors Preferred Rockville, Maryland	$2.09M	-$1.84M	6	0.93%	Reduced
3084	FM Fondren Management Houston, Texas	$2.08M	+$2.06M	1	1.6%	New
3085	MFP Michael F. Price	$2.08M	-$4.75M	1	0.25%	Reduced
3086	DE Day & Ennis Macon, Georgia	$2.08M	+$62.1K	2	1.54%	Increased
3087	WCWM Willow Creek Wealth Management Sebastopol, California	$2.07M	-$21.9K	3	1.16%	Reduced
3088	GWM Graybill Wealth Management Elmhurst, Illinois	$2.05M	-$51.6K	1	1.57%	Reduced
3089	AIM Advantage Investment Management Cedar Rapids, Iowa	$2.05M	-$1.13M	22	1.5%	Reduced
3090	KL KWMG LLC Overland Park, Kansas	$2.04M	+$360K	15	0.56%	Increased
3091	HHGA Halbert Hargrove Global Advisors Long Beach, California	$2.04M	+$162K	4	0.54%	Increased
3092	CWA Clarus Wealth Advisors Peoria, Arizona	$2.03M	+$645K	17	1.54%	Increased
3093	BC Burleson & Co Petaluma, California	$2.03M	+$389K	3	1.18%	Increased
3094	SBA Secrest Blakey & Associates Raleigh, North Carolina	$2.03M	-$100K	4	1.6%	Reduced
3095	CASB Cape Ann Savings Bank Glocuster, Massachusetts	$2.03M	+$1.89M	2	2.52%	New
3096	RI Ridgewood Investments Springfield, New Jersey	$2.03M	+$131K	5	1.8%	Increased
3097	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$2.02M	-$28.4K	12	0.53%	Reduced
3098	BCP Berkeley Capital Partners Milton, Georgia	$2.02M	+$352K	3	1.18%	Increased
3099	Bellevue Group Kuesnacht, Switzerland	$2.01M	+$1.86M	2	0.17%	New
3100	SFG StrategIQ Financial Group Merrillville, Indiana	$2.01M	+$126K	3	0.7%	Increased