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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
3176	EMB Elefante Mark B	$1.31M	+$718K	3	6.26%	Increased
3177	REMPR Roof Eidam Maycock Peralta (REMP) San Francisco, California	$1.31M	-$15K	3	0.64%	Reduced
3178	MM Meridian Management Little Rock, Arkansas	$1.31M	$0	1	0.61%	Maintained
3179	CAAS Capital Asset Advisory Services Williamston, Michigan	$1.31M	-$20.8K	4	1.19%	Reduced
3180	VCP Vista Capital Partners Portland, Oregon	$1.3M	+$23K	3	0.29%	Increased
3181	TAMH Taikang Asset Management (HK) Hong Kong	$1.3M	+$1.23M	4	0.14%	New
3182	BSAM Blue Sky Asset Management Greenwood Village, Colorado	$1.29M	-$117K	2	0.67%	Reduced
3183	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$1.29M	-$41.6K	9	0.95%	Reduced
3184	TFO Tarbox Family Office Newport Beach, California	$1.29M	+$115K	23	0.51%	Increased
3185	HJMC Hellman Jordan Management Company Quincy, Massachusetts	$1.29M	$0	1	2.03%	Maintained
3186	FI Fosun International Hong Kong, China	$1.28M	+$1.23M	1	0.11%	New
3187	BCP Berkeley Capital Partners Milton, Georgia	$1.28M	+$178K	2	0.84%	Increased
3188	Vanguard Capital Wealth Advisors Denver, Colorado	$1.27M	+$1.26M	3	1.58%	New
3189	LFA Landmark Financial Advisors Bowling Green, Kentucky	$1.26M	+$15.9K	2	0.8%	Increased
3190	KWA KCS Wealth Advisory Los Angeles, California	$1.26M	+$1.25M	3	1.22%	New
3191	MFS Madrona Financial Services Everett, Washington	$1.26M	-$16.3K	1	1.06%	Reduced
3192	LWA Lenox Wealth Advisors New York	$1.24M	+$870K	18	0.35%	Increased
3193	DC Derby & Company Newton, Massachusetts	$1.23M	+$1.22M	2	0.83%	New
3194	IAS IMA Advisory Services Denver, Colorado	$1.22M	-$729K	2	0.55%	Reduced
3195	Park Avenue Securities New York	$1.22M	-$73K	2	0.32%	Reduced
3196	Obermeyer Wealth Partners Aspen, Colorado	$1.21M	+$497K	3	0.11%	Increased
3197	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$1.2M	+$1.15M	2	1.16%	New
3198	NA Nottingham Advisors Amherst, New York	$1.19M	+$2.43K	2	0.16%	Increased
3199	FUBT First United Bank & Trust Oakland, Maryland	$1.18M	+$519	2	0.77%	Increased
3200	BWA BlueSky Wealth Advisors New Bern, North Carolina	$1.18M	-$206K	2	0.49%	Reduced