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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
3251	AF Aldebaran Financial	$2.49M	-$4.34K	2	1.75%	Reduced
3252	FAM Foothills Asset Management Scottsdale, Arizona	$2.48M	-$20.4K	1	1.92%	Reduced
3253	PBCM Point Break Capital Management Miami, Florida	$2.47M	+$339K	3	1.04%	Increased
3254	CA Centerpoint Advisors Needham, Massachusetts	$2.47M	+$18.7K	7	2.09%	Increased
3255	MPPLM Midwest Professional Planners Ltd (MPPL) Wausau, Wisconsin	$2.46M	+$1.04M	5	2.38%	Increased
3256	GA Greytown Advisors Miami, Florida	$2.45M	+$139K	4	1.76%	Increased
3257	SCA Strategic Capital Advisers Denver, Colorado	$2.45M	+$505K	1	2.65%	Increased
3258	Waverly Advisors Birmingham, Alabama	$2.45M	-$131K	4	0.38%	Reduced
3259	BCP Berylson Capital Partners Boston, Massachusetts	$2.44M	+$2.22M	2	2.89%	Increased
3260	CCM Coe Capital Management Highland Park, Illinois	$2.44M	-$1.68M	2	2.84%	Reduced
3261	HPCM High Pointe Capital Management Chicago, Illinois	$2.44M	-$41.5K	2	3.34%	Reduced
3262	IC Inscription Capital Houston, Texas	$2.43M	-$371K	5	1.28%	Reduced
3263	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$2.43M	+$929K	14	3.24%	Increased
3264	AIC Archer Investment Corporation Carmel, Indiana	$2.42M	-$61.6K	10	1.64%	Reduced
3265	ACP Arcus Capital Partners Atlanta, Georgia	$2.42M	+$207K	3	0.93%	Increased
3266	BWM BT Wealth Management Atlanta, Georgia	$2.41M	-$933K	2	1.42%	Reduced
3267	ECA Elevated Capital Advisors Sandy, Utah	$2.4M	+$1.98M	3	1.59%	New
3268	BIM Beach Investment Management West Conshohocken, Pennsylvania	$2.4M	+$349K	1	4.31%	Increased
3269	NFG Nations Financial Group Cedar Rapids, Iowa	$2.4M	+$43.9K	3	1.64%	Increased
3270	CCM Canal Capital Management Richmond, Virginia	$2.38M	+$251K	2	1.51%	Increased
3271	PPP Private Portfolio Partners Paramus, New Jersey	$2.38M	+$328K	5	1.25%	Increased
3272	SRCM Swift Run Capital Management Charlottesville, Virginia	$2.37M	-$123K	2	2.18%	Reduced
3273	SWP Strategic Wealth Partners Independence, Ohio	$2.36M	+$568K	15	1.08%	Increased
3274	GAM GQ Asset Management New York City, New York	$2.34M	+$2.18M	12	1.48%	New
3275	LA Linden Advisors New York	$2.34M	-$10.2M	1	0.05%	Reduced