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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
3501	AIP Ahrens Investment Partners Lafayette, Louisiana	$1.22M	-$254K	1	0.55%	Reduced
3502	EIA Eldridge Investment Advisors Manchester, New Hampshire	$1.22M	+$381	2	0.65%	Increased
3503	PC Periscope Capital Toronto, Ontario, Canada	$1.22M	+$1.22M	1	0.17%	New
3504	MWA MFA Wealth Advisors Pittsburgh, Pennsylvania	$1.22M	-$23.9K	1	0.91%	Reduced
3505	EA Ecofin Advisors London, United Kingdom	$1.21M	+$1.11M	1	0.6%	New
3506	KAH Kathryn A. Hall	$1.2M	+$558K	2	0.96%	Increased
3507	MAM Marquette Asset Management Minneapolis, Minnesota	$1.19M	-$13.7K	10	0.4%	Reduced
3508	BCM Banyan Capital Management Atlanta, Georgia	$1.18M	+$19.1K	1	1.11%	Increased
3509	BBP Banco BTG Pactual Rio De Janeiro, Brazil	$1.18M	-$366K	1	0.51%	Reduced
3510	ECM Engine Capital Management New York	$1.18M	-$3.08M	1	0.57%	Reduced
3511	Simon Quick Advisors Morristown, New Jersey	$1.18M	-$952K	19	0.6%	Reduced
3512	WVP Worth Venture Partners Fort Lee, New Jersey	$1.17M	+$1.11M	2	0.65%	New
3513	GIM Guild Investment Management Los Angeles, California	$1.15M	-$391K	1	1.7%	Reduced
3514	SDWIA Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota	$1.15M	+$73.8K	1	0.95%	Increased
3515	SPL Smart Portfolios LLC Seattle, Washington	$1.15M	-$119K	1	1.04%	Reduced
3516	TCM Towercrest Capital Management Newtown, Pennsylvania	$1.15M	+$58K	2	0.32%	Increased
3517	HFP Holistic Financial Partners Indianapolis, Indiana	$1.13M	+$177K	3	1.13%	Increased
3518	BAM Baldrige Asset Management Allentown, Pennsylvania	$1.13M	+$19K	2	1.04%	Increased
3519	PC Pecaut & Co Sioux City, Iowa	$1.13M	-$35.3K	1	0.77%	Reduced
3520	SC Solstein Capital Menlo Park, California	$1.13M	-$1.23M	1	7.23%	Reduced
3521	AWM Alterna Wealth Management Houston, Texas	$1.13M	+$140K	3	1.35%	Increased
3522	CAGAS Capital Advisory Group Advisory Services Bloomington, Minnesota	$1.12M	+$30.6K	10	0.75%	Increased
3523	SCM Smith Capital Management Little Rock, Arkansas	$1.11M	-$34.4K	3	0.82%	Reduced
3524	CWM Cedar Wealth Management Walnut Creek, California	$1.11M	$0	1	0.72%	Maintained
3525	QOP Quinn Opportunity Partners Charlottesville, Virginia	$1.11M	+$405K	3	0.14%	Increased