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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
3676	GCIA Gabelli & Co Investment Advisers Rye, New York	$525K	$0	1	0.07%	Maintained
3677	Larson Financial Group St Louis, Missouri	$522K	-$13.1K	21	0.41%	Reduced
3678	WP Wedgewood Partners St Louis, Missouri	$513K	$0	1	0.04%	Maintained
3679	DPI Diversified Portfolios Inc Bloomfield Hills, Michigan	$510K	+$85.6K	2	0.28%	Increased
3680	TI Telemetry Investments New York	$499K	-$72.6K	2	0.25%	Reduced
3681	GWAG Garrett Wealth Advisory Group Weatherford, Texas	$497K	+$222K	2	0.41%	Increased
3682	WPSG Wealth & Pension Services Group Atlanta, Georgia	$497K	+$1.2K	1	0.39%	Increased
3683	SIS Sound Income Strategies Ft Lauderdale, Florida	$492K	-$34.2K	16	0.22%	Reduced
3684	EWF Epstein & White Financial San Diego, California	$489K	+$167K	2	0.28%	Increased
3685	MWC MKD Wealth Coaches Troy, Michigan	$487K	+$90.4K	4	0.49%	Increased
3686	PD Planning Directions Glen Mills, Pennsylvania	$486K	+$229K	2	0.58%	Increased
3687	PS Portfolio Strategies Monsey, New York	$485K	+$218K	2	0.38%	Increased
3688	IF Ironwood Financial Tucson, Arizona	$481K	-$9K	9	0.25%	Reduced
3689	OBWP O'Brien Wealth Partners Waltham, Massachusetts	$481K	+$7.18K	2	0.34%	Increased
3690	AGM Alpine Global Management New York	$480K	+$412K	1	0.14%	New
3691	IWA Inspirion Wealth Advisors Libertyville, Illinois	$480K	+$211K	2	0.21%	Increased
3692	W WealthOne Albany, New York	$480K	-$1.02M	2	0.54%	Reduced
3693	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$479K	-$72.1K	8	0.27%	Reduced
3694	NVIM New Vernon Investment Management Highland Park, Illinois	$477K	$0	1	1.14%	Maintained
3695	WCM Windham Capital Management Boston, Massachusetts	$472K	+$436K	1	0.08%	New
3696	GSIS Global Strategic Investment Solutions Scottsdale, Arizona	$469K	+$4.04K	1	0.26%	Increased
3697	BFG Barber Financial Group Lenexa, Kansas	$466K	+$29.1K	1	0.09%	Increased
3698	SDAM Shulman DeMeo Asset Management Lake Success, New York	$456K	+$427K	2	0.17%	New
3699	GA Geller Advisors New York	$452K	+$17K	1	0.18%	Increased
3700	PDM Penn Davis McFarland Dallas, Texas	$449K	$0	1	0.16%	Maintained