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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	PI Parkside Investments Deerfield, Illinois	$1.32M	+$169K	2	0.68%	Increased
3202	MM Meridian Management Little Rock, Arkansas	$1.31M	$0	1	0.6%	Maintained
3203	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$1.31M	+$17.8K	2	1.48%	Increased
3204	EMB Elefante Mark B	$1.31M	-$25.7K	3	6.56%	Reduced
3205	WDL Well Done LLC Holland, Michigan	$1.3M	+$387K	10	0.4%	Increased
3206	NIS National Investment Services Milwaukee, Wisconsin	$1.3M	-$1.08M	2	1.21%	Reduced
3207	CHA Cooper/Haims Advisors Victor, New York	$1.29M	+$204K	3	1.14%	Increased
3208	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$1.29M	-$185K	2	0.42%	Reduced
3209	KWA KCS Wealth Advisory Los Angeles, California	$1.29M	-$21.7K	3	1.18%	Reduced
3210	MC Matisse Capital Portland, Oregon	$1.29M	+$65.5K	1	0.78%	Increased
3211	RCC Red Cedar Capital Omaha, Nebraska	$1.29M	+$170K	5	1.17%	Increased
3212	WCAMG Woodard & Company Asset Management Group Bermuda Run, North Carolina	$1.29M	+$777K	5	1.26%	Increased
3213	AIA Armor Investment Advisors Raleigh, North Carolina	$1.28M	-$219K	2	1.17%	Reduced
3214	GAM Gould Asset Management Claremont, California	$1.26M	+$260K	2	0.55%	Increased
3215	ACP Arcus Capital Partners Atlanta, Georgia	$1.25M	-$101K	3	0.71%	Reduced
3216	Krane Funds Advisors New York	$1.25M	+$134K	1	0.09%	New
3217	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$1.25M	+$800K	15	0.45%	Increased
3218	KAH Kathryn A. Hall	$1.25M	+$1.01M	1	0.99%	New
3219	HJMC Hellman Jordan Management Company Quincy, Massachusetts	$1.25M	$0	1	2.06%	Maintained
3220	ACM AlphaStar Capital Management Cornelius, North Carolina	$1.24M	-$281K	3	0.47%	Reduced
3221	OIWM OptiFour Integrated Wealth Management Mc Lean, Virginia	$1.23M	-$124K	3	1.03%	Reduced
3222	FUBT First United Bank & Trust Oakland, Maryland	$1.23M	-$4.39K	2	0.81%	Reduced
3223	IF IRON Financial Northbrook, Illinois	$1.23M	-$44.4K	3	0.79%	Reduced
3224	BI Ballast Inc Lexington, Kentucky	$1.23M	+$141K	2	0.98%	Increased
3225	EDRIA Edmonds Duncan Registered Investment Advisors Lawrence, Kansas	$1.22M	+$66.5K	2	0.55%	Increased