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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	CCA Canyon Capital Advisors Dallas, Texas	$2.01M	$0	1	0.03%	Maintained
3127	TIM Total Investment Management Scottsdale, Arizona	$2M	+$1.32K	3	0.44%	Increased
3128	VIM Vista Investment Management Pittsburgh, Pennsylvania	$1.98M	+$129K	3	1.75%	Increased
3129	PTCG Pring Turner Capital Group Alamo, California	$1.98M	-$27.1K	1	2.54%	Reduced
3130	SC Selz Capital New York	$1.98M	-$9.86M	1	0.44%	Reduced
3131	AF Aldebaran Financial	$1.96M	-$156K	1	1.27%	Reduced
3132	EM ELCO Management New York	$1.96M	+$8.13K	3	1.03%	Increased
3133	LWA Lenox Wealth Advisors New York	$1.95M	+$243K	14	0.4%	Increased
3134	NFGCM Norman Fields Gottscho Capital Management New York	$1.95M	-$9.53K	3	0.97%	Reduced
3135	HPC Hobart Private Capital Charlotte, North Carolina	$1.94M	+$101K	5	1.48%	Increased
3136	BCP Blackhawk Capital Partners Thiensville, Wisconsin	$1.93M	-$1.08M	1	2.73%	Reduced
3137	BWM Bernicke Wealth Management Altoona, Wisconsin	$1.93M	+$110K	2	1.28%	Increased
3138	CCM Canal Capital Management Richmond, Virginia	$1.92M	-$51.2K	1	1.09%	Reduced
3139	RC Raine Capital New York	$1.92M	-$991K	2	0.62%	Reduced
3140	CFA Capstone Financial Advisors Downers Grove, Illinois	$1.92M	-$24K	3	0.48%	Reduced
3141	ACM AlphaStar Capital Management Cornelius, North Carolina	$1.91M	+$155K	6	0.56%	Increased
3142	PIA Pinion Investment Advisors Wichita, Kansas	$1.9M	-$44.9K	3	3.64%	Reduced
3143	FFS Founders Financial Securities Towson, Maryland	$1.9M	+$26.5K	2	0.53%	Increased
3144	Vanguard Capital Wealth Advisors Denver, Colorado	$1.89M	+$824K	4	2.16%	Increased
3145	SC Sovarnum Capital New York	$1.89M	-$2.17M	1	2.67%	Reduced
3146	I INVST Indianapolis, Indiana	$1.87M	-$1.24M	3	0.95%	Reduced
3147	BC Banced Corp Edwardsville, Illinois	$1.86M	-$144K	2	3.18%	Reduced
3148	AIC Aurora Investment Counsel Atlanta, Georgia	$1.86M	-$1.79M	1	0.88%	Reduced
3149	Krilogy Financial St. Louis, Missouri	$1.85M	+$480K	23	0.42%	Increased
3150	DM Delphi Management Brookline, Massachusetts	$1.85M	-$383K	1	1.19%	Reduced