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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
3201	IA Independence Advisors Wayne, Pennsylvania	$1.18M	+$872	2	0.4%	Increased
3202	SJIC St. James Investment Company Southlake, Texas	$1.16M	-$473K	1	0.13%	Reduced
3203	MCM MV Capital Management Bethesda, Maryland	$1.16M	-$81.1K	12	0.32%	Reduced
3204	NorthRock Partners Minneapolis, Minnesota	$1.16M	-$539K	2	0.37%	Reduced
3205	MC Matisse Capital Portland, Oregon	$1.15M	+$28.8K	1	0.53%	Increased
3206	ACP Arcus Capital Partners Atlanta, Georgia	$1.15M	-$85.4K	3	0.65%	Reduced
3207	ACP Aveo Capital Partners Englewood, Colorado	$1.14M	-$543K	2	0.38%	Reduced
3208	HWP Hefty Wealth Partners Auburn, Indiana	$1.14M	-$361K	9	0.71%	Reduced
3209	DOA D'Orazio & Associates Falls Church, Virginia	$1.13M	-$17.8K	7	0.4%	Reduced
3210	CSC Cove Street Capital El Segundo, California	$1.13M	-$164K	1	0.12%	Reduced
3211	IF IRON Financial Northbrook, Illinois	$1.13M	-$2.43K	2	0.78%	Reduced
3212	CP Camelot Portfolios Maumee, Ohio	$1.11M	-$93.1K	2	0.53%	Reduced
3213	Edgewood Management Greenwich, Connecticut	$1.11M	$0	2	0%	Maintained
3214	PL Polianta Ltd St Helier, Jersey	$1.11M	-$1.35M	1	0.36%	Reduced
3215	BIA Bigelow Investment Advisors Portland, Maine	$1.11M	+$1.12M	2	1.11%	New
3216	EDRIA Edmonds Duncan Registered Investment Advisors Lawrence, Kansas	$1.1M	+$4.92K	2	0.49%	Increased
3217	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$1.1M	+$214K	2	0.68%	Increased
3218	GI Glovista Investments Jersey City, New Jersey	$1.08M	+$244K	3	0.22%	Increased
3219	RCC Red Cedar Capital Omaha, Nebraska	$1.08M	+$1.05M	4	0.91%	New
3220	DDC Daniel Devine & Co Parkland, Florida	$1.08M	-$18.1K	1	0.78%	Reduced
3221	BI Bramshill Investments Naples, Florida	$1.07M	-$110K	1	0.3%	Reduced
3222	CHA Cooper/Haims Advisors Victor, New York	$1.07M	+$1.04M	3	0.99%	New
3223	PIM Parker Investment Management Menlo Park, California	$1.06M	+$233K	2	0.39%	Increased
3224	WCM Weatherstone Capital Management Denver, Colorado	$1.06M	-$187K	3	0.7%	Reduced
3225	CFA Camarda Financial Advisors Fleming Island, Florida	$1.06M	-$84.6K	4	1.26%	Reduced