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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
3701	JWM Janiczek Wealth Management Denver, Colorado	$510K	-$102K	7	0.23%	Reduced
3702	WP Wedgewood Partners St Louis, Missouri	$509K	$0	1	0.05%	Maintained
3703	FWCM First Western Capital Management Los Angeles, California	$502K	-$104K	2	7.82%	Reduced
3704	GA Gateway Advisory Westfield, New Jersey	$499K	+$235K	2	0.17%	Increased
3705	PA Prism Advisors Studio City, California	$496K	$0	1	0.28%	Maintained
3706	BCA Biltmore Capital Advisors Princeton, New Jersey	$495K	+$360K	1	0.13%	Increased
3707	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$493K	-$12.3K	24	0.61%	Reduced
3708	ICM Ionic Capital Management New York	$492K	$0	1	0.08%	Maintained
3709	PFA Pinnacle Family Advisors Springfield, Missouri	$488K	-$61.2K	2	0.43%	Reduced
3710	NFP Narus Financial Partners Salt Lake City, Utah	$480K	-$1.21K	1	0.35%	Reduced
3711	RPG Resource Planning Group Atlanta, Georgia	$475K	-$39.3K	1	0.28%	Reduced
3712	CFIA Cantor Fitzgerald Investment Advisors New York	$474K	$0	2	0.08%	Maintained
3713	CAM Crestone Asset Management Boulder, Colorado	$471K	+$19.8K	1	0.18%	Increased
3714	SIS Susquehanna International Securities Dublin, Ireland	$471K	-$509K	1	0.1%	Reduced
3715	ACM Ategra Capital Management Vienna, Virginia	$471K	$0	1	0.43%	Maintained
3716	AH Allen Holding New York	$465K	$0	1	0.07%	Maintained
3717	PDM Penn Davis McFarland Dallas, Texas	$464K	$0	1	0.15%	Maintained
3718	FTCM First Trust Capital Management Chicago, Illinois	$462K	-$2.78M	1	0.15%	Reduced
3719	SCM SKBA Capital Management San Francisco, California	$459K	-$8.53M	1	0.07%	Reduced
3720	Apollon Wealth Management Mount Pleasant, South Carolina	$458K	+$18.2K	1	0.48%	Increased
3721	UIC Uniplan Investment Counsel Milwaukee, Wisconsin	$458K	-$16.4K	1	0.03%	Reduced
3722	MWC MKD Wealth Coaches Troy, Michigan	$455K	-$152K	1	0.47%	Reduced
3723	TI Telemetry Investments New York	$451K	-$68.8K	2	1.3%	Reduced
3724	ACP Aveo Capital Partners Englewood, Colorado	$450K	+$7.7K	1	0.19%	Increased
3725	Giverny Capital Montreal, Quebec, Canada	$444K	$0	1	0.04%	Maintained