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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
3351	FL Fort LP Chevy Chase, Maryland	$633K	-$285K	1	0.15%	Reduced
3352	RPGK Retirement Planning Group (Kansas) Leawood, Kansas	$631K	$0	1	0.17%	Maintained
3353	DCM Dimension Capital Management Coral Gables, Florida	$630K	-$40.1K	1	0.35%	Reduced
3354	Orgel Wealth Management Altoona, Wisconsin	$628K	-$10.3K	1	0.16%	Reduced
3355	SAS Stelac Advisory Services New York	$625K	+$348K	2	0.19%	Increased
3356	Avidian Wealth Enterprises Houston, Texas	$621K	-$1.87M	1	0.21%	Reduced
3357	Pathstone Family Office Englewood, New Jersey	$621K	+$238K	19	0.35%	Increased
3358	CCM Concourse Capital Management Atlanta, Georgia	$618K	+$628K	1	0.4%	New
3359	BCM Baltimore Capital Management Baltimore, Maryland	$617K	+$13.7K	2	0.92%	Increased
3360	CFN Cordasco Financial Network Naples, Florida	$616K	+$103K	3	0.66%	Increased
3361	CAM Concorde Asset Management Ann Arbor, Michigan	$615K	+$207K	2	0.75%	Increased
3362	PVAM Pacific View Asset Management San Francisco, California	$615K	-$1.1M	2	0.46%	Reduced
3363	HAC Harbor Advisory Corp Portsmouth, New Hampshire	$610K	-$7.87K	1	0.56%	Reduced
3364	RWMH Riverpoint Wealth Management Holdings Chicago, Illinois	$600K	+$267K	2	0.36%	Increased
3365	TF TLWM Financial San Antonio, Texas	$588K	+$20K	1	0.39%	Increased
3366	LWA Lowe Wealth Advisors Columbia, Maryland	$583K	+$10.2K	9	0.37%	Increased
3367	VSWA Vontobel Swiss Wealth Advisors Zurich, Switzerland	$580K	+$8.07K	2	0.31%	Increased
3368	CC Claybrook Capital Wellesley, Massachusetts	$579K	+$4.57M	3	0.38%	Increased
3369	SM Southport Management Wilson, Wyoming	$577K	$0	1	2%	Maintained
3370	BFG Bouchey Financial Group Troy, New York	$576K	+$24.6K	1	0.17%	Increased
3371	BBP Banco BTG Pactual Rio De Janeiro, Brazil	$573K	-$325K	2	0.17%	Reduced
3372	IGGA Iron Gate Global Advisors Nsl, Utah	$570K	+$177K	1	0.43%	Increased
3373	PFA Paradigm Financial Advisors Des Peres, Missouri	$567K	$0	1	0.25%	Maintained
3374	CF Corrigan Financial Middletown, Rhode Island	$565K	+$251K	2	0.44%	Increased
3375	Private Management Group Irvine, California	$563K	$0	1	0.03%	Maintained