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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	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$2.24M	+$28.9K	14	0.58%	Increased
3102	CAL Capital Advisors Ltd Shaker Heights, Ohio	$2.24M	+$545K	9	0.63%	Increased
3103	GA Greytown Advisors Miami, Florida	$2.23M	-$508K	3	1.48%	Reduced
3104	LWM Lyons Wealth Management Winter Park, Florida	$2.22M	-$67.3K	2	4.4%	Reduced
3105	TA Trellis Advisors Ellensburg, Washington	$2.22M	-$74.9K	3	1.96%	Reduced
3106	SAM Solaris Asset Management New York	$2.22M	-$169K	3	17.31%	Reduced
3107	HS HighVista Strategies Boston, Massachusetts	$2.21M	-$5.31M	3	1.03%	Reduced
3108	CIAS Capital Investment Advisory Services Raleigh, North Carolina	$2.2M	+$117K	2	1.03%	Increased
3109	CC Claybrook Capital Wellesley, Massachusetts	$2.19M	$0	3	1.27%	Maintained
3110	HCM Hutner Capital Management Manchester, Vermont	$2.17M	-$652K	2	1.57%	Reduced
3111	PVAM Pacific View Asset Management San Francisco, California	$2.16M	+$1.37M	3	1.72%	Increased
3112	TVWM Tower View Wealth Management Shorewood, Wisconsin	$2.14M	+$36.6K	6	1.87%	Increased
3113	PL Polianta Ltd St Helier, Jersey	$2.12M	-$14.7K	2	1.07%	Reduced
3114	FCM Force Capital Management New York	$2.12M	-$102K	2	2.13%	Reduced
3115	BI Bramshill Investments Naples, Florida	$2.11M	+$122K	7	0.55%	Increased
3116	GIM Greenwich Investment Management Norwalk, Connecticut	$2.08M	+$61.9K	1	2.21%	Increased
3117	CWM Connecticut Wealth Management Farmington, Connecticut	$2.08M	$0	2	0.92%	Maintained
3118	LC Landaas & Company Milwaukee, Wisconsin	$2.07M	-$179K	4	1.61%	Reduced
3119	PBO Peoples Bank (Ohio) Marietta, Ohio	$2.06M	-$51K	3	1.19%	Reduced
3120	MUS Mitsubishi UFJ Securities Tokyo, Japan	$2.06M	-$142K	14	6.62%	Reduced
3121	AIM Atlantic Investment Management New York	$2.06M	-$906K	1	0.34%	Reduced
3122	TIM Tortoise Investment Management White Plains, New York	$2.05M	-$48.5K	13	0.54%	Reduced
3123	FSCM Front Street Capital Management Missoula, Montana	$2.03M	-$3.9K	1	0.7%	Reduced
3124	IAA Ironsides Asset Advisors Rocky Mount, North Carolina	$2.03M	$0	2	0.61%	Maintained
3125	HCM HM Capital Management Clayton, Missouri	$2.02M	-$470K	1	1.55%	Reduced