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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	NVIM New Vernon Investment Management Highland Park, Illinois	$562K	$0	1	1.18%	Maintained
3677	DSN D. Scott Neal Lexington, Kentucky	$559K	+$4.26K	2	0.29%	Increased
3678	ODG O'Dell Group Cincinnati, Ohio	$559K	+$275	1	0.31%	Increased
3679	CBOR Community Bank of Raymore Raymore, Missouri	$558K	+$81.1K	1	0.2%	Increased
3680	WCM Windham Capital Management Boston, Massachusetts	$556K	-$201K	1	0.12%	Reduced
3681	DPI Diversified Portfolios Inc Bloomfield Hills, Michigan	$555K	+$16.2K	2	0.28%	Increased
3682	OCM Ogborne Capital Management San Francisco, California	$551K	+$466K	1	0.37%	New
3683	GSIS Global Strategic Investment Solutions Scottsdale, Arizona	$548K	$0	1	0.21%	Maintained
3684	SCP Silverleafe Capital Partners Germantown, Tennessee	$548K	+$68.9K	1	0.36%	Increased
3685	SWAG Spectrum Wealth Advisory Group Granite Bay, California	$547K	+$275	2	1.09%	Increased
3686	GCIA Gabelli & Co Investment Advisers Rye, New York	$546K	-$49.9K	1	0.06%	Reduced
3687	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$546K	-$14K	8	0.3%	Reduced
3688	MIM Macroview Investment Management Bethesda, Maryland	$540K	-$10.2K	7	1.17%	Reduced
3689	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$537K	-$98.3K	11	0.32%	Reduced
3690	RPAM Rhenman & Partners Asset Management Stockholm, Sweden	$535K	$0	2	0.07%	Maintained
3691	PP PrairieView Partners St. Paul, Minnesota	$532K	+$523K	2	0.12%	New
3692	PS Portfolio Strategies Monsey, New York	$529K	+$410	2	0.27%	Increased
3693	DM Delphi Management Brookline, Massachusetts	$527K	-$51.2K	1	0.51%	Reduced
3694	TAM Trust Asset Management Houston, Texas	$527K	+$198K	1	0.12%	Increased
3695	IWA Inspirion Wealth Advisors Libertyville, Illinois	$525K	-$311K	2	0.23%	Reduced
3696	PWP Personal Wealth Partners Bloomington, Minnesota	$524K	+$43.7K	25	0.24%	Increased
3697	SPI Santori & Peters Inc Canonsburg, Pennsylvania	$523K	+$1.79K	1	0.38%	Increased
3698	PFM Probabilities Fund Management White Plains, New York	$517K	$0	1	1.47%	Maintained
3699	PSF Pacific Sun Financial Los Angeles, California	$516K	+$5.64K	1	0.49%	Increased
3700	Capital Markets Trading (UK) London, United Kingdom	$511K	-$5.62M	1	0.02%	Reduced