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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	BWM BigSur Wealth Management Miami, Florida	$1.78M	-$341K	2	1.17%	Reduced
3377	CFA Capstone Financial Advisors Downers Grove, Illinois	$1.78M	+$10.3K	3	0.3%	Increased
3378	Lockheed Martin Investment Management Bethesda, Maryland	$1.77M	$0	1	0.08%	Maintained
3379	AWA Acorn Wealth Advisors Grand Blanc, Michigan	$1.77M	-$10.1K	2	1.6%	Reduced
3380	MC Matisse Capital Portland, Oregon	$1.76M	-$52.5K	1	2.13%	Reduced
3381	NCM Noesis Capital Mangement Boca Raton, Florida	$1.75M	-$5.56M	2	0.63%	Reduced
3382	SIMM Stillwater Investment Management (Minnesota) Stillwater, Minnesota	$1.73M	+$203K	3	0.71%	Increased
3383	AWM AllSquare Wealth Management Albany, New York	$1.72M	+$8.89K	12	1.29%	Increased
3384	NQWM Northwest Quadrant Wealth Management Bend, Oregon	$1.72M	+$7.78K	4	0.8%	Increased
3385	SBA Secrest Blakey & Associates Raleigh, North Carolina	$1.72M	-$493K	4	1.67%	Reduced
3386	RVPG Relative Value Partners Group	$1.72M	+$331K	2	0.18%	Increased
3387	MPW MA Private Wealth San Carlos, California	$1.71M	-$171K	3	0.54%	Reduced
3388	KTM Keeler Thomas Management Orem, Utah	$1.69M	+$955K	1	1.42%	Increased
3389	VIM Vista Investment Management Pittsburgh, Pennsylvania	$1.68M	-$325K	3	1.48%	Reduced
3390	HCM HGI Capital Management New York	$1.68M	+$31.2K	2	0.88%	Increased
3391	BCM BBT Capital Management Fort Worth, Texas	$1.66M	-$1.01M	5	2.09%	Reduced
3392	KLCM KG&L Capital Management Saint Francisville, Louisiana	$1.65M	+$115K	2	1.67%	Increased
3393	TFGT TS Financial Group (TSFG) Lake Forest, Illinois	$1.64M	+$1.55M	23	1.4%	New
3394	MA MYDA Advisors Woodmere, New York	$1.64M	-$2.15M	1	0.83%	Reduced
3395	DFAM Deep Field Asset Management Beverly Hills, California	$1.64M	+$1.63M	1	0.59%	New
3396	MCM Maltese Capital Management New York	$1.64M	-$1.26M	1	0.13%	Reduced
3397	EDRIA Edmonds Duncan Registered Investment Advisors Lawrence, Kansas	$1.63M	$0	2	0.68%	Maintained
3398	PA Planning Alternatives Birmingham, Michigan	$1.63M	-$2.42K	2	0.3%	Reduced
3399	Mizuho Securities USA New York	$1.63M	-$12.3M	2	0.12%	Reduced
3400	IGGA Iron Gate Global Advisors Nsl, Utah	$1.63M	+$110K	2	0.65%	Increased