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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
3626	WFM Wolff Financial Management Kalamazoo, Michigan	$569K	+$600K	1	0.55%	New
3627	BAMG Brand Asset Management Group Chesterfield, Missouri	$568K	-$50.5K	5	0.45%	Reduced
3628	KTM Keeler Thomas Management Orem, Utah	$566K	+$597K	1	0.65%	New
3629	KHLMTHM Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel	$562K	+$593K	1	0.56%	New
3630	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$556K	-$6.95K	6	0.2%	Reduced
3631	GCA Gradient Capital Advisors San Diego, California	$554K	+$27.3K	1	0.48%	Increased
3632	BSAM Blue Sky Asset Management Greenwood Village, Colorado	$552K	+$374K	2	0.88%	Increased
3633	GCM Gator Capital Management Tampa, Florida	$548K	-$1.08M	1	0.84%	Reduced
3634	SCP Silverleafe Capital Partners Germantown, Tennessee	$545K	+$214K	1	0.37%	Increased
3635	CFN Cordasco Financial Network Naples, Florida	$543K	-$158K	4	0.62%	Reduced
3636	AIP ARS Investment Partners New York	$539K	-$34M	1	0.11%	Reduced
3637	BMCM Bryn Mawr Capital Management Philadelphia, Pennsylvania	$535K	-$38.2K	1	0.49%	Reduced
3638	SCA SMH Capital Advisors Fort Worth, Texas	$535K	-$10.6K	1	1.09%	Reduced
3639	LFS Legacy Financial Strategies Overland Park, Kansas	$532K	+$22.6K	1	0.53%	Increased
3640	FWSM First Wilshire Securities Management Pasadena, California	$530K	$0	2	0.2%	Maintained
3641	FM Fondren Management Houston, Texas	$529K	+$577K	1	0.69%	New
3642	CWM Cahaba Wealth Management Atlanta, Georgia	$528K	-$123K	2	0.16%	Reduced
3643	SC Salzman & Co Pittsford, New York	$528K	+$557K	1	0.48%	New
3644	NCM New Capital Management Houston, Texas	$523K	-$58.6K	5	0.96%	Reduced
3645	AWA Alaska Wealth Advisors Anchorage, Alaska	$522K	-$49.1K	1	0.16%	Reduced
3646	PFA Pettinga Financial Advisors Evansville, Indiana	$521K	+$550K	1	0.34%	New
3647	PTC Provident Trust Company Waukesha, Wisconsin	$508K	$0	1	0.02%	Maintained
3648	MGAM McGowan Group Asset Management Dallas, Texas	$507K	-$245K	1	0.09%	Reduced
3649	A Apoletto Road Town, Tortola, British Virgin Islands	$497K	+$471K	1	0.66%	New
3650	GCIA Gabelli & Co Investment Advisers Rye, New York	$489K	-$3.63M	1	0.07%	Reduced