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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
3101	AIP Ahrens Investment Partners Lafayette, Louisiana	$385K	+$10.2K	1	0.17%	Increased
3102	GS Girard Securities San Diego, California	$382K	-$3.71K	1	0.29%	Reduced
3103	RGNCM R.G. Niederhoffer Capital Management New York	$372K	+$374K	1	3.08%	New
3104	DCM Dimension Capital Management Coral Gables, Florida	$370K	$0	1	0.12%	Maintained
3105	CFN Cordasco Financial Network Naples, Florida	$368K	-$159K	4	0.42%	Reduced
3106	DPI Diversified Portfolios Inc Bloomfield Hills, Michigan	$359K	$0	1	0.21%	Maintained
3107	BMCM Bryn Mawr Capital Management Philadelphia, Pennsylvania	$358K	-$312K	1	0.4%	Reduced
3108	KLI Kelman-Lazarov Inc Memphis, Tennessee	$358K	-$137K	1	0.2%	Reduced
3109	AWMF Arbor Wealth Management (Florida) Miramar Beach, Florida	$354K	+$10.1K	1	0.34%	Increased
3110	ABA American Beacon Advisors Irving, Texas	$353K	$0	4	4.51%	Maintained
3111	LWA Lenox Wealth Advisors New York	$351K	+$73.4K	3	0.11%	Increased
3112	TCB Texas Capital Bancshares Dallas, Texas	$350K	+$361K	1	0.79%	New
3113	RWMH Riverpoint Wealth Management Holdings Chicago, Illinois	$349K	+$775	1	0.25%	Increased
3114	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$348K	$0	1	0.12%	Maintained
3115	MGAM McGowan Group Asset Management Dallas, Texas	$347K	+$11.3K	1	0.07%	Increased
3116	KL Kinsight LLC Birmingham, Alabama	$346K	-$174K	1	0.2%	Reduced
3117	FAG Financial Advisory Group Houston, Texas	$338K	+$206	1	0.11%	Increased
3118	FRM Foundation Resource Management Little Rock, Arkansas	$335K	$0	1	0.06%	Maintained
3119	HP HT Partners Centerbrook, Connecticut	$331K	-$206	1	0.15%	Reduced
3120	KSA Ken Stern & Associates San Diego, California	$330K	-$80.5K	1	0.15%	Reduced
3121	ZF Zhang Financial Portage, Michigan	$326K	-$265K	1	0.17%	Reduced
3122	CCA Clearwater Capital Advisors Hoffman Estates, Illinois	$319K	-$139K	1	0.08%	Reduced
3123	SJIC St. James Investment Company Southlake, Texas	$316K	+$319K	1	0.04%	New
3124	DA Doliver Advisors Houston, Texas	$310K	+$309K	1	0.15%	New
3125	FWM FFT Wealth Management Philadelphia, Pennsylvania	$308K	+$78.8K	1	0.1%	Increased