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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
3226	PSC Prentiss Smith & Co Brattleboro, Vermont	$2.64M	+$59.3K	3	1.68%	Increased
3227	RW REDW Wealth Albuquerque, New Mexico	$2.64M	-$21.7K	2	1.62%	Reduced
3228	BWA Burt Wealth Advisors North Bethesda, Maryland	$2.63M	+$412K	9	1.19%	Increased
3229	CP Camelot Portfolios Maumee, Ohio	$2.63M	+$400K	5	1.1%	Increased
3230	PRC Pearl River Capital Niles, Michigan	$2.63M	+$1.57M	18	6.53%	Increased
3231	IWA Intercontinental Wealth Advisors San Antonio, Texas	$2.62M	-$107K	8	1.3%	Reduced
3232	SAM Silphium Asset Management London, United Kingdom	$2.61M	+$790K	5	1.41%	Increased
3233	W Wealthquest Cincinnati, Ohio	$2.61M	-$44.9K	3	0.98%	Reduced
3234	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$2.6M	-$33.7K	12	0.68%	Reduced
3235	CM Columbus Macro New Castle, Pennsylvania	$2.57M	-$843K	4	0.56%	Reduced
3236	EIP Ellis Investment Partners Berwyn, Pennsylvania	$2.57M	-$321K	3	1.04%	Reduced
3237	VDFA Vickerman & Driscoll Financial Advisors Spokane, Washington	$2.57M	-$120K	2	1.45%	Reduced
3238	IA Independence Advisors Wayne, Pennsylvania	$2.56M	+$176K	5	0.72%	Increased
3239	VAM Verity Asset Management Durham, North Carolina	$2.56M	+$50.1K	2	2.96%	Increased
3240	NEIRG New England Investment & Retirement Group North Andover, Massachusetts	$2.56M	+$749K	5	1.17%	Increased
3241	WCM WealthBridge Capital Management Westerville, Ohio	$2.56M	+$220K	40	1.63%	Increased
3242	EML Eos Management LP New York	$2.55M	$0	1	0.82%	Maintained
3243	WCWM Willow Creek Wealth Management Sebastopol, California	$2.54M	-$22.7K	3	1.28%	Reduced
3244	SWMG Strategic Wealth Management Group Fulton, Maryland	$2.52M	+$33.7K	4	2.07%	Increased
3245	MFP Meridian Financial Partners Warrenton, Virginia	$2.51M	+$10.7K	3	2.84%	Increased
3246	SCA Sippican Capital Advisors Boston, Massachusetts	$2.51M	+$54.8K	2	2.99%	Increased
3247	SJIM St. Johns Investment Management Jacksonville, Florida	$2.51M	+$74.8K	4	1.94%	Increased
3248	CA Crewe Advisors Salt Lake City, Utah	$2.5M	-$265K	7	0.79%	Reduced
3249	CCI Credit Capital Investments Livingston, New Jersey	$2.5M	$0	1	2.69%	Maintained
3250	LPU Lansdowne Partners (UK) London, United Kingdom	$2.49M	-$1.74M	1	0.06%	Reduced