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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
3276	CPR CSU Producer Resources Fairfield, Ohio	$921K	$0	1	4.04%	Maintained
3277	KSCM Kamunting Street Capital Management Miami Beach, Florida	$915K	$0	1	0.72%	Maintained
3278	SWP Strategic Wealth Partners Independence, Ohio	$912K	+$28.3K	13	0.47%	Increased
3279	ML McAdam LLC Philadelphia, Pennsylvania	$898K	+$919K	15	0.41%	New
3280	ACA Ackerman Capital Advisors Dallas, Texas	$897K	+$32K	2	0.36%	Increased
3281	CI CAZ Investments Houston, Texas	$896K	$0	1	1.73%	Maintained
3282	BSAM Blue Sky Asset Management Greenwood Village, Colorado	$894K	-$488K	2	0.65%	Reduced
3283	MLFP MPS Loria Financial Planners Burr Ridge, Illinois	$877K	-$6.22K	1	0.62%	Reduced
3284	AIC Ayalon Insurance Company Ramat Gan, Israel	$874K	$0	1	0.73%	Maintained
3285	DLHL Donald L. Hagan LLC Sarasota, Florida	$868K	$0	2	0.72%	Maintained
3286	RIS Retirement Income Solutions Ann Arbor, Michigan	$866K	-$1.39M	3	0.53%	Reduced
3287	PC Pecaut & Co Sioux City, Iowa	$858K	$0	1	0.65%	Maintained
3288	RTS Round Table Services Westfield, New Jersey	$857K	+$416K	2	0.31%	Increased
3289	LBG Lloyds Banking Group London, United Kingdom	$846K	+$41.5K	4	6.55%	Increased
3290	Vanguard Capital Wealth Advisors Denver, Colorado	$845K	-$428K	2	1.11%	Reduced
3291	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$841K	+$601	9	0.96%	Increased
3292	AC Argentiere Capital Zug, Switzerland	$840K	+$912K	1	0.36%	New
3293	GWI Grace & White Inc Ny, New York	$837K	-$126K	1	0.17%	Reduced
3294	SA SL Advisors Westfield, New Jersey	$834K	-$596K	1	1.66%	Reduced
3295	KAM Kazazian Asset Management Fort Lauderdale, Florida	$831K	+$903K	1	0.87%	New
3296	AIA Arbor Investment Advisors Winston Salem, North Carolina	$828K	+$25.9K	2	0.35%	Increased
3297	KFGK Keystone Financial Group (Kentucky) Lexington, Kentucky	$827K	-$29.3K	2	0.46%	Reduced
3298	SFS Summit Financial Strategies Columbus, Ohio	$819K	-$7.13K	1	0.42%	Reduced
3299	CHJWM Carlton Hofferkamp & Jenks Wealth Management The Woodlands, Texas	$810K	-$13.2K	1	0.54%	Reduced
3300	AIP Ahrens Investment Partners Lafayette, Louisiana	$809K	-$9.14K	1	0.35%	Reduced