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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	CFN Cordasco Financial Network Naples, Florida	$799K	-$43K	4	0.76%	Reduced
3352	SA SL Advisors Westfield, New Jersey	$796K	+$126K	1	1.47%	Increased
3353	FAM Flaharty Asset Management Clearwater, Florida	$790K	-$546K	1	0.31%	Reduced
3354	CWM Cahaba Wealth Management Atlanta, Georgia	$784K	+$64.3K	2	0.26%	Increased
3355	OKSA O'Keefe Stevens Advisory Rochester, New York	$771K	$0	2	0.55%	Maintained
3356	EIA Eldridge Investment Advisors Manchester, New Hampshire	$764K	+$46.5K	1	0.49%	Increased
3357	KAM Kazazian Asset Management Fort Lauderdale, Florida	$759K	-$121K	1	0.71%	Reduced
3358	BA Bristol Advisors Conshohocken, Pennsylvania	$756K	-$909K	2	1.25%	Reduced
3359	OTC Opera Trading Capital Paris, France	$752K	+$451K	8	0.14%	Increased
3360	PCFFS Pacific Center for Financial Services San Ramon, California	$750K	-$10.1K	15	0.37%	Reduced
3361	CCA Clearwater Capital Advisors Hoffman Estates, Illinois	$749K	+$35.2K	1	0.15%	Increased
3362	LWA Lowe Wealth Advisors Columbia, Maryland	$744K	+$23.2K	11	0.44%	Increased
3363	SAS Stelac Advisory Services New York	$740K	-$364K	4	0.22%	Reduced
3364	Orgel Wealth Management Altoona, Wisconsin	$734K	-$1.19K	1	0.32%	Reduced
3365	BFG Bouchey Financial Group Troy, New York	$733K	$0	1	0.18%	Maintained
3366	TCM Towercrest Capital Management Newtown, Pennsylvania	$725K	-$231K	1	0.21%	Reduced
3367	SCA SMH Capital Advisors Fort Worth, Texas	$724K	+$17.7K	1	1.24%	Increased
3368	RWA RGT Wealth Advisors Dallas, Texas	$716K	+$193K	3	2.42%	Increased
3369	RPAM Rhenman & Partners Asset Management Stockholm, Sweden	$702K	$0	2	0.07%	Maintained
3370	PFA Paradigm Financial Advisors Des Peres, Missouri	$696K	$0	1	0.27%	Maintained
3371	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$695K	$0	6	0.24%	Maintained
3372	BAMG Brand Asset Management Group Chesterfield, Missouri	$692K	+$39.9K	8	0.51%	Increased
3373	DLG Daniel L. Goodwin	$691K	$0	2	0.33%	Maintained
3374	FAG Financial Advisory Group Houston, Texas	$691K	+$217	1	0.18%	Increased
3375	RBC Roble Belko & Company Sewickley, Pennsylvania	$685K	$0	14	0.25%	Maintained