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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
4076	GCIA Gabelli & Co Investment Advisers Rye, New York	$10.3M	-$34M	5	1.49%	Reduced
4077	CAM Chesapeake Asset Management New York	$10.3M	+$49.2K	14	7.84%	Increased
4078	CA Carson Advisory Athens, Georgia	$10.3M	+$467K	8	4.71%	Increased
4079	BHWM Bellars Harris Wealth Management Virginia Beach, Virginia	$10.3M	+$10.9M	3	2.09%	New
4080	KF Kelsey Financial Moorpark, California	$10.3M	+$476K	4	7.79%	Increased
4081	PCM Perkins Capital Management Wayzata, Minnesota	$10.3M	-$233K	4	7.71%	Reduced
4082	PG Proffitt & Goodson Knoxville, Tennessee	$10.3M	+$781K	10	1.41%	Increased
4083	SFG Sovereign Financial Group Stamford, Connecticut	$10.2M	-$310K	6	1.57%	Reduced
4084	Betterment LLC New York	$10.2M	+$3.12M	8	0.02%	Increased
4085	PCMU Paragon Capital Management (Utah) Provo, Utah	$10.2M	+$1.63M	10	7.56%	Increased
4086	WPA West Paces Advisors Atlanta, Georgia	$10.2M	-$1.25M	35	1.71%	Reduced
4087	MWM Mindset Wealth Management Indianapolis, Indiana	$10.2M	+$1.4M	7	1.96%	Increased
4088	EB Exchange Bank Santa Rosa, California	$10.2M	-$392K	6	6.35%	Reduced
4089	CFA Capstone Financial Advisors Downers Grove, Illinois	$10.2M	+$952K	9	0.5%	Increased
4090	AIC Ayalon Insurance Company Ramat Gan, Israel	$10.2M	+$194K	2	1.25%	Increased
4091	AWA Amplius Wealth Advisors Blue Bell, Pennsylvania	$10.2M	+$619K	4	0.75%	Increased
4092	JRPIM Journey Retirement Planning & Investment Management Ammon, Idaho	$10.2M	+$37.9K	10	7.92%	Increased
4093	NIM Niles Investment Management Plantation, Florida	$10.2M	+$12M	2	8.23%	New
4094	WP WealthPLAN Partners Omaha, Nebraska	$10.2M	-$616K	4	1.94%	Reduced
4095	FMN Financial Management Network Mission Viejo, California	$10.2M	-$22.6K	5	1.46%	Reduced
4096	ONST Old North State Trust Greensboro, North Carolina	$10.1M	-$25.7K	5	5.21%	Reduced
4097	MSG Main Street Group Glen Allen, Virginia	$10.1M	-$384K	27	2.36%	Reduced
4098	UWPG Ullmann Wealth Partners Group Jacksonville Beach, Florida	$10.1M	+$76.6K	7	0.92%	Increased
4099	EFG Elm3 Financial Group Alpharetta, Georgia	$10.1M	-$195K	3	6.93%	Reduced
4100	WG Watchman Group Plano, Texas	$10.1M	+$2.76M	4	2.26%	Increased