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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	AMG National Trust Bank Greenwood Village, Colorado	$3.36M	-$406K	2	0.21%	Reduced
3127	LIM Longfellow Investment Management Boston, Massachusetts	$3.36M	+$1.18M	2	2.01%	Increased
3128	KPF K2 Principal Fund Toronto, Ontario, Canada	$3.33M	-$1.9M	1	0.42%	Reduced
3129	FHC First Heartland Consultants Lake St. Louis, Missouri	$3.32M	+$618K	6	0.93%	Increased
3130	M Mirova Paris, France	$3.31M	-$13.7M	8	1.79%	Reduced
3131	EWG Executive Wealth Group Kirkland, Washington	$3.3M	+$5.02K	1	2.57%	Increased
3132	MCF Advisors Covington, Kentucky	$3.28M	+$84.2K	16	0.57%	Increased
3133	KS Karpas Strategies Litchfield, Connecticut	$3.26M	+$9.38K	2	1.38%	Increased
3134	DI DFPG Investments Sandy, Utah	$3.26M	+$645K	5	3.5%	Increased
3135	SWRP Summit Wealth & Retirement Planning San Ramon, California	$3.25M	-$636K	2	1.93%	Reduced
3136	Ritholtz Wealth Management New York	$3.25M	+$181K	3	0.6%	Increased
3137	&Partners Nashville, Tennessee	$3.24M	+$33.4K	5	4.64%	Increased
3138	GIM Guardian Investment Management Tiburon, California	$3.23M	-$364K	1	2.8%	Reduced
3139	HWCM Hudson Way Capital Management Dallas, Texas	$3.23M	-$4.18M	1	1.67%	Reduced
3140	HCM Harvest Capital Management Concord, New Hampshire	$3.22M	+$338K	5	1.02%	Increased
3141	SG Swarthmore Group Philadelphia, Pennsylvania	$3.2M	-$13.6M	4	13.75%	Reduced
3142	CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota	$3.2M	-$266K	2	0.35%	Reduced
3143	SC Schulhoff & Co Cincinnati, Ohio	$3.2M	+$21.8K	2	1.71%	Increased
3144	CMBA C.M. Bidwell & Associates Honolulu, Hawaii	$3.2M	-$3.12M	11	3.19%	Reduced
3145	RC Reik & Co New York	$3.2M	$0	3	0.87%	Maintained
3146	CIA Cascade Investment Advisors Oregon City, Oregon	$3.2M	-$86.4K	5	2.87%	Reduced
3147	OAM Oak Asset Management Westlake Village, California	$3.19M	+$190K	4	2.11%	Increased
3148	CFA Cahill Financial Advisors Edina, Minnesota	$3.19M	+$754K	5	1.33%	Increased
3149	CAC Certified Advisory Corp Altamonte Springs, Florida	$3.18M	+$19.5K	14	1.33%	Increased
3150	CIAS Capital Investment Advisory Services Raleigh, North Carolina	$3.16M	+$46.1K	29	1.18%	Increased