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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	PIM Parker Investment Management Menlo Park, California	$973K	-$573K	2	0.33%	Reduced
3277	CA Crewe Advisors Salt Lake City, Utah	$962K	-$1.34M	5	0.89%	Reduced
3278	MLFP MPS Loria Financial Planners Burr Ridge, Illinois	$961K	+$13.1K	1	0.97%	Increased
3279	BBP Banco BTG Pactual Rio De Janeiro, Brazil	$958K	+$327K	3	0.57%	Increased
3280	B Brightworth Atlanta, Georgia	$944K	-$1.84M	1	0.23%	Reduced
3281	LCM Lucas Capital Management Red Bank, New Jersey	$941K	-$492K	2	0.89%	Reduced
3282	NEIRG New England Investment & Retirement Group North Andover, Massachusetts	$936K	+$615K	2	0.62%	Increased
3283	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$934K	-$75.8K	2	0.1%	Reduced
3284	PS Portfolio Strategies Monsey, New York	$934K	-$41.3K	8	0.62%	Reduced
3285	CHJWM Carlton Hofferkamp & Jenks Wealth Management The Woodlands, Texas	$923K	$0	1	0.59%	Maintained
3286	LFASL Lugano Financial Advisors SA (LFA) Lugano, Switzerland	$920K	+$932K	2	0.88%	New
3287	CWM Cedar Wealth Management Walnut Creek, California	$914K	+$80.6K	8	0.51%	Increased
3288	GWI Grace & White Inc Ny, New York	$903K	$0	1	0.19%	Maintained
3289	Vanguard Capital Wealth Advisors Denver, Colorado	$894K	$0	2	1.19%	Maintained
3290	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$891K	-$46.4K	9	0.93%	Reduced
3291	AEPG American Economic Planning Group Warren, New Jersey	$889K	-$68K	2	0.33%	Reduced
3292	SFS Summit Financial Strategies Columbus, Ohio	$889K	+$3.68K	1	0.43%	Increased
3293	PC Pecaut & Co Sioux City, Iowa	$888K	$0	1	0.65%	Maintained
3294	KFGK Keystone Financial Group (Kentucky) Lexington, Kentucky	$887K	-$26.6K	2	0.49%	Reduced
3295	KSCM Kamunting Street Capital Management Miami Beach, Florida	$881K	$0	1	1.22%	Maintained
3296	CI CAZ Investments Houston, Texas	$873K	+$53.8K	3	2.4%	Increased
3297	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$861K	-$47.1K	2	0.39%	Reduced
3298	VCP Vista Capital Partners Portland, Oregon	$856K	-$530K	2	0.19%	Reduced
3299	TCM Towercrest Capital Management Newtown, Pennsylvania	$854K	+$539K	2	0.27%	Increased
3300	CF Copperwynd Financial Scottsdale, Arizona	$851K	+$437K	2	0.6%	Increased