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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
3376	CDIA Capital Directions Investment Advisors Atlanta, Georgia	$601K	+$586K	4	0.28%	New
3377	PFA Paradigm Financial Advisors Des Peres, Missouri	$600K	-$12.1K	1	0.26%	Reduced
3378	FAG Financial Advisory Group Houston, Texas	$596K	+$77.7K	1	0.17%	Increased
3379	SA SL Advisors Westfield, New Jersey	$590K	-$374K	1	1.32%	Reduced
3380	HCM Hudson Capital Management Ramsey, New Jersey	$584K	-$279K	1	0.41%	Reduced
3381	BMCM Bryn Mawr Capital Management Philadelphia, Pennsylvania	$577K	-$4.55K	1	0.51%	Reduced
3382	BAMG Brand Asset Management Group Chesterfield, Missouri	$574K	+$566K	6	0.44%	New
3383	DC Diametric Capital Boston, Massachusetts	$574K	+$5.59K	1	0.54%	Increased
3384	NCM New Capital Management Houston, Texas	$572K	-$14.7K	7	1.02%	Reduced
3385	WAM Watermark Asset Management San Ramon, California	$572K	+$17.8K	7	0.24%	Increased
3386	FC FCA Corp Houston, Texas	$571K	-$217K	1	0.23%	Reduced
3387	CF Corrigan Financial Middletown, Rhode Island	$569K	+$1.21K	2	0.42%	Increased
3388	PAWC P.A.W. Capital Greenwich, Connecticut	$559K	+$584K	1	0.56%	New
3389	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$557K	-$190K	2	0.06%	Reduced
3390	HAC Harbor Advisory Corp Portsmouth, New Hampshire	$556K	$0	1	0.5%	Maintained
3391	RFO RiverGlades Family Offices Naples, Florida	$556K	-$271K	1	0.48%	Reduced
3392	AWA Alaska Wealth Advisors Anchorage, Alaska	$553K	$0	2	0.18%	Maintained
3393	AWMG Alliance Wealth Management Group Flemington, New Jersey	$536K	-$97.5K	2	0.31%	Reduced
3394	PWA Peterson Wealth Advisors Orem, Utah	$532K	-$14.2K	1	0.43%	Reduced
3395	MGAM McGowan Group Asset Management Dallas, Texas	$519K	-$273K	1	0.09%	Reduced
3396	SCM Stordahl Capital Management Greenwood Village, Colorado	$518K	$0	2	0.23%	Maintained
3397	FWSM First Wilshire Securities Management Pasadena, California	$513K	$0	2	0.15%	Maintained
3398	WCAMG Woodard & Company Asset Management Group Bermuda Run, North Carolina	$513K	-$725K	5	0.5%	Reduced
3399	SIM Sadoff Investment Management Milwaukee, Wisconsin	$509K	+$121K	1	0.04%	Increased
3400	WLIM White Lighthouse Investment Management Bedford, Massachusetts	$508K	-$7.75K	1	0.28%	Reduced