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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
3476	LRIA Leonard Rickey Investment Advisors Yakima, Washington	$1.28M	-$24K	1	0.93%	Reduced
3477	RCS Retirement Capital Strategies San Jose, California	$1.28M	+$185K	2	0.65%	Increased
3478	CIM Corda Investment Management Houston, Texas	$1.28M	+$70.9K	1	0.15%	Increased
3479	TA TMD & Associates Scottsdale, Arizona	$1.28M	+$32.7K	1	0.93%	Increased
3480	SMC S. Muoio & Co New York	$1.25M	-$172K	1	1.15%	Reduced
3481	TFF The Family Firm Bethesda, Maryland	$1.25M	+$368K	4	0.46%	Increased
3482	Greenwoods Asset Management Grand Cayman, Cayman Islands	$1.25M	+$612K	1	0.08%	Increased
3483	WP WealthShield Partners Cary, North Carolina	$1.24M	+$290K	3	0.69%	Increased
3484	MA MANA Advisors New York	$1.24M	-$248K	5	4.02%	Reduced
3485	EWA Evolution Wealth Advisors Aventura, Florida	$1.24M	-$119K	8	0.57%	Reduced
3486	FAM Flaharty Asset Management Clearwater, Florida	$1.23M	+$371K	2	0.5%	Increased
3487	FM Fondren Management Houston, Texas	$1.23M	+$480K	1	0.98%	Increased
3488	GCA Gradient Capital Advisors San Diego, California	$1.23M	+$526K	3	0.98%	Increased
3489	MWC MBM Wealth Consultants Chesterfield, Missouri	$1.22M	-$707K	5	1.07%	Reduced
3490	TIS Tortoise Index Solutions Overland Park, Kansas	$1.22M	+$1.19M	22	0.36%	New
3491	IF IRON Financial Northbrook, Illinois	$1.22M	-$177K	2	0.77%	Reduced
3492	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$1.22M	$0	1	0.76%	Maintained
3493	DLHL Donald L. Hagan LLC Sarasota, Florida	$1.21M	+$293K	2	1.05%	Increased
3494	FWM Foresight Wealth Management Draper, Utah	$1.21M	+$256K	2	1.05%	Increased
3495	EWA ERTS Wealth Advisors Marquette, Michigan	$1.2M	-$107K	1	0.71%	Reduced
3496	BCM Banyan Capital Management Atlanta, Georgia	$1.2M	-$112K	1	1.22%	Reduced
3497	Robertson Stephens Wealth Management San Francisco, California	$1.2M	-$8.29K	1	1.02%	Reduced
3498	Advisory Alpha Holland, Michigan	$1.19M	+$389K	22	0.43%	Increased
3499	PAG Pinnacle Advisory Group Columbia, Maryland	$1.18M	+$34.8K	2	0.08%	Increased
3500	RCIM Russell Clark Investment Management London, United Kingdom	$1.18M	+$1.09M	1	0.41%	New