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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
3426	RTS Round Table Services Westfield, New Jersey	$1.56M	+$14K	3	0.48%	Increased
3427	FP Factorial Partners Mt. Kisco, New York	$1.56M	-$206K	3	1.49%	Reduced
3428	MVUM Matrix VIII US Management Cambridge, Massachusetts	$1.55M	$0	1	39.39%	Maintained
3429	TIA Traphagen Investment Advisors Oradell, New Jersey	$1.55M	+$55.3K	3	0.41%	Increased
3430	WCM Windsor Capital Management Phoenix, Arizona	$1.54M	+$15.1K	3	0.71%	Increased
3431	EA Elm Advisors Burlingame, California	$1.53M	+$17.2K	2	1.05%	Increased
3432	RPA Rock Point Advisors Burlington, Vermont	$1.53M	-$1.74M	2	0.7%	Reduced
3433	AA Apriem Advisors Irvine, California	$1.51M	-$623K	3	0.47%	Reduced
3434	CIM Corda Investment Management Houston, Texas	$1.5M	+$51.9K	1	0.16%	Increased
3435	SLT St Louis Trust Saint Louis, Missouri	$1.5M	$0	3	0.48%	Maintained
3436	CPP Crow Point Partners Boston, Massachusetts	$1.5M	-$283K	6	0.24%	Reduced
3437	LRIA Leonard Rickey Investment Advisors Yakima, Washington	$1.5M	+$37.8K	1	1.01%	Increased
3438	SHJ Sharkey, Howes & Javer Denver, Colorado	$1.49M	+$20.8K	5	0.68%	Increased
3439	MWM Mascoma Wealth Management Hanover, New Hampshire	$1.49M	-$71.3K	11	0.93%	Reduced
3440	Wolverine Asset Management Chicago, Illinois	$1.49M	-$8.59M	11	0.02%	Reduced
3441	RIS Retirement Income Solutions Ann Arbor, Michigan	$1.49M	-$50.3K	4	0.79%	Reduced
3442	TCPWM Traverso Chambers Private Wealth Management Santa Rosa, California	$1.49M	-$17.9K	2	0.73%	Reduced
3443	LWM Lyons Wealth Management Winter Park, Florida	$1.47M	+$621K	1	3.52%	Increased
3444	SIA Strategic Investment Advisors Farmington Hills, Michigan	$1.47M	+$259K	2	0.8%	Increased
3445	AIA Armor Investment Advisors Raleigh, North Carolina	$1.46M	$0	2	1.24%	Maintained
3446	CCA Canyon Capital Advisors Dallas, Texas	$1.45M	+$1.37M	1	0.03%	New
3447	GCA Gradient Capital Advisors San Diego, California	$1.45M	+$116K	3	1.11%	Increased
3448	HFS Howard Financial Services Dallas, Texas	$1.45M	-$108K	2	0.99%	Reduced
3449	MWC MBM Wealth Consultants Chesterfield, Missouri	$1.45M	+$48.1K	7	1.2%	Increased
3450	EBIM Eagle Boston Investment Management Boston, Massachusetts	$1.43M	-$6.99M	1	1.63%	Reduced