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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
3126	AIA Armor Investment Advisors Raleigh, North Carolina	$1.52M	+$205K	3	1.38%	Increased
3127	I INVST Indianapolis, Indiana	$1.52M	+$49.1K	2	1.12%	Increased
3128	CRWM Castle Rock Wealth Management Walnut Creek, California	$1.51M	+$1.5M	4	2.93%	New
3129	PC PhiloSmith Capital Stamford, Connecticut	$1.5M	+$1.53M	2	1.04%	Increased
3130	Empirical Finance Havertown, Pennsylvania	$1.49M	+$594K	2	0.49%	Increased
3131	MWM Mascoma Wealth Management Hanover, New Hampshire	$1.49M	-$164K	13	0.92%	Reduced
3132	AF Aldebaran Financial	$1.49M	+$2.55K	1	0.99%	Increased
3133	AZA Arthur Zaske & Associates Bingham Farms, Michigan	$1.49M	-$148K	3	1.63%	Reduced
3134	NEPWA New England Private Wealth Advisors Wellesley, Massachusetts	$1.49M	+$264K	4	0.42%	Increased
3135	PVAM Pacific View Asset Management San Francisco, California	$1.48M	+$1.5M	2	0.99%	New
3136	CAM CGOV Asset Management Toronto, Ontario, Canada	$1.48M	$0	2	0.06%	Maintained
3137	EM ELCO Management New York	$1.47M	-$251K	3	0.81%	Reduced
3138	LSC Lesa Sroufe & Co Seattle, Washington	$1.47M	+$984	1	1.22%	Increased
3139	II Ibex Investors Denver, Colorado	$1.46M	+$1.38M	5	0.85%	New
3140	SA SL Advisors Westfield, New Jersey	$1.46M	-$111K	2	2.48%	Reduced
3141	OMC Overbrook Management Corp New York	$1.44M	+$179K	2	0.29%	Increased
3142	ACM AlphaStar Capital Management Cornelius, North Carolina	$1.44M	+$1M	4	0.37%	Increased
3143	LIA LBMC Investment Advisors Brentwood, Tennessee	$1.44M	+$210K	3	0.23%	Increased
3144	HFP Holistic Financial Partners Indianapolis, Indiana	$1.44M	+$1.41M	14	1.18%	New
3145	SMH Sanders Morris Harris Houston, Texas	$1.43M	-$3.43M	3	0.6%	Reduced
3146	EA Elm Advisors Burlingame, California	$1.43M	-$19.5K	2	1.07%	Reduced
3147	ESBC E.S. Barr & Co Lexington, Kentucky	$1.43M	+$314K	4	0.14%	Increased
3148	SCA Sippican Capital Advisors Boston, Massachusetts	$1.43M	+$1.07M	2	1.39%	Increased
3149	VAS Valicenti Advisory Services Elmira, New York	$1.42M	-$21.8K	2	0.71%	Reduced
3150	AWM AllSquare Wealth Management Albany, New York	$1.42M	+$16K	8	1.12%	Increased