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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	KFS Kelly Financial Services Braintree, Massachusetts	$1.29M	+$39.4K	20	1.17%	Increased
3477	TFF The Family Firm Bethesda, Maryland	$1.28M	-$34.6K	4	0.45%	Reduced
3478	DLHL Donald L. Hagan LLC Sarasota, Florida	$1.28M	-$49.4K	2	1.11%	Reduced
3479	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$1.28M	+$271K	2	0.2%	Increased
3480	FCM Force Capital Management New York	$1.27M	-$390K	4	3.79%	Reduced
3481	TC Trilogy Capital Irvine, California	$1.27M	+$195K	2	0.14%	Increased
3482	FA Fortis Advisors Wayne, Pennsylvania	$1.27M	+$238K	8	0.62%	Increased
3483	CWM CCG Wealth Management San Diego, California	$1.27M	-$126K	1	0.91%	Reduced
3484	FM Fondren Management Houston, Texas	$1.27M	+$113K	1	1.21%	Increased
3485	BI Bramshill Investments Naples, Florida	$1.26M	-$495K	1	0.18%	Reduced
3486	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$1.26M	+$153K	3	0.12%	Increased
3487	TIS Tortoise Index Solutions Overland Park, Kansas	$1.26M	+$52.7K	22	0.37%	Increased
3488	PAG Pinnacle Advisory Group Columbia, Maryland	$1.26M	-$31.6K	2	0.09%	Reduced
3489	CI Cowen Inc New York	$1.26M	-$348K	1	0.09%	Reduced
3490	RF RHS Financial San Francisco, California	$1.26M	-$24K	3	1.58%	Reduced
3491	BSG Black Swift Group Boulder, Colorado	$1.25M	-$352K	3	1.65%	Reduced
3492	FAM Flaharty Asset Management Clearwater, Florida	$1.25M	-$105K	2	0.49%	Reduced
3493	SA SRH Advisors Salina, Kansas	$1.25M	+$24.6K	8	4.25%	Increased
3494	CFN Cordasco Financial Network Naples, Florida	$1.24M	+$329K	13	1.21%	Increased
3495	PCMC Private Capital Management (Colorado) Denver, Colorado	$1.24M	-$9.52K	1	0.88%	Reduced
3496	Pure Financial Advisors San Diego, California	$1.24M	-$86.1K	1	0.22%	Reduced
3497	LA LexAurum Advisors Overland Park, Kansas	$1.24M	+$64.1K	1	0.76%	Increased
3498	BFWA Benchmark Financial Wealth Advisors Boca Raton, Florida	$1.23M	-$26.6K	2	1.2%	Reduced
3499	GWI Grace & White Inc Ny, New York	$1.23M	$0	1	0.28%	Maintained
3500	CA Continuum Advisory Eagle, Idaho	$1.23M	+$56.6K	2	0.84%	Increased