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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	GCM Gator Capital Management Tampa, Florida	$1.51M	$0	2	1.73%	Maintained
3177	IAS IMA Advisory Services Denver, Colorado	$1.51M	-$9.41K	12	0.63%	Reduced
3178	SMH Sanders Morris Harris Houston, Texas	$1.5M	-$476K	4	0.7%	Reduced
3179	LWA Lenox Wealth Advisors New York	$1.5M	-$866K	21	0.33%	Reduced
3180	LIA LBMC Investment Advisors Brentwood, Tennessee	$1.5M	+$145K	3	0.25%	Increased
3181	ACM AlphaStar Capital Management Cornelius, North Carolina	$1.49M	+$260K	4	0.47%	Increased
3182	FGAM Financial Gravity Asset Management Lakeway, Texas	$1.48M	-$174K	44	1.39%	Reduced
3183	Advent Capital Management New York	$1.48M	+$1.56M	1	0.03%	New
3184	ACP Arcus Capital Partners Atlanta, Georgia	$1.48M	+$160K	3	0.72%	Increased
3185	SCI Stableford Capital II Scottsdale, Arizona	$1.48M	-$25.4K	3	0.96%	Reduced
3186	NEPWA New England Private Wealth Advisors Wellesley, Massachusetts	$1.48M	-$123K	3	0.42%	Reduced
3187	WA WESPAC Advisors Orinda, California	$1.47M	-$42.8K	2	1.52%	Reduced
3188	PA Planning Alternatives Birmingham, Michigan	$1.46M	+$1.47M	2	0.26%	New
3189	GC Gilbert & Cook West Des Moines, Iowa	$1.46M	-$109K	2	0.49%	Reduced
3190	NQWM Northwest Quadrant Wealth Management Bend, Oregon	$1.46M	+$6.02K	4	0.97%	Increased
3191	CCB Cutter & Co Brokerage Ballwin, Missouri	$1.46M	-$7.95K	3	0.56%	Reduced
3192	Klingman & Associates New York	$1.46M	-$160K	1	0.31%	Reduced
3193	TWM Titus Wealth Management Larskpur, California	$1.46M	-$224K	3	1.56%	Reduced
3194	CAL Capital Advisors Ltd Shaker Heights, Ohio	$1.45M	-$61K	6	0.45%	Reduced
3195	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$1.45M	+$3.59K	2	1.94%	Increased
3196	SIMM Stillwater Investment Management (Minnesota) Stillwater, Minnesota	$1.44M	-$1.07M	2	0.62%	Reduced
3197	BWP BSW Wealth Partners Boulder, Colorado	$1.43M	+$448K	4	0.62%	Increased
3198	EMB Elefante Mark B	$1.42M	-$45.2K	3	6.77%	Reduced
3199	CHA Cooper/Haims Advisors Victor, New York	$1.42M	+$95.6K	3	1.05%	Increased
3200	MPPLM Midwest Professional Planners Ltd (MPPL) Wausau, Wisconsin	$1.41M	-$7.82K	9	1.26%	Reduced