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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
4126	SSA SSA Swiss Advisors Zurich,	$9.98M	+$2.15M	4	3.74%	Increased
4127	KAM Kazazian Asset Management Fort Lauderdale, Florida	$9.97M	+$3.77M	9	8.96%	Increased
4128	JBC Jefferson Bridge Capital Nashville, Tennessee	$9.97M	-$174K	4	8.64%	Reduced
4129	AFM Aspetuck Financial Management Westport, Connecticut	$9.97M	+$56K	2	5.87%	Increased
4130	SC Solstein Capital Menlo Park, California	$9.96M	-$738K	14	3.41%	Reduced
4131	AA Argent Advisors Monroe, Louisiana	$9.96M	+$66.2K	5	2.49%	Increased
4132	CG Corundum Group Colorado Springs, Colorado	$9.95M	+$7.52K	6	2.95%	Increased
4133	CPSC Carl P. Sherr & Co Worcester, Massachusetts	$9.95M	-$298K	4	4.17%	Reduced
4134	CRIG Charter Research & Investment Group Southport, Connecticut	$9.95M	-$76.3K	5	6.04%	Reduced
4135	AWA ARQ Wealth Advisors Scottsdale, Arizona	$9.93M	-$4.67M	3	1.23%	Reduced
4136	IF Ironwood Financial Tucson, Arizona	$9.91M	+$22.3K	4	1.55%	Increased
4137	SPCM Stoic Point Capital Management Palo Alto, California	$9.9M	-$1.94M	2	8.21%	Reduced
4138	SCM Stevens Capital Management Radnor, Pennsylvania	$9.89M	-$55.6M	6	2.37%	Reduced
4139	MCA Millennium Capital Advisors Little Rock, Arkansas	$9.88M	-$220K	2	5.39%	Reduced
4140	NEWAS N.E.W. Advisory Services De Pere, Wisconsin	$9.88M	+$478K	31	0.66%	Increased
4141	FWP Falcon Wealth Planning Ontario, California	$9.87M	-$107K	6	0.62%	Reduced
4142	SSCA South Shore Capital Advisors Cohasset, Massachusetts	$9.85M	-$65.9K	6	6.6%	Reduced
4143	CSA Cottage Street Advisors Marion, Massachusetts	$9.85M	-$602K	3	3.81%	Reduced
4144	MTC Matrix Trust Company Denver, Colorado	$9.84M	-$1.16M	5	1.43%	Reduced
4145	SF Sun Financial Midvale, Utah	$9.84M	+$2.16M	8	4.64%	Increased
4146	GRR Golden Reserve Retirement Dublin, Ohio	$9.83M	+$5.04M	5	1.55%	Increased
4147	F8IS Figure 8 Investment Strategies Boise, Idaho	$9.82M	+$877K	5	8.3%	Increased
4148	RF Roxbury Financial Mount Arlington, New Jersey	$9.82M	-$242K	14	7.76%	Reduced
4149	MA Menlo Advisors Menlo Park, California	$9.8M	-$42.5K	1	4.3%	Reduced
4150	OLA Oliver Luxxe Assets Gladstone, New Jersey	$9.8M	-$5.36M	3	1.44%	Reduced