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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	SFG Sowa Financial Group Lincoln, Rhode Island	$2.98M	-$50.8K	2	2.21%	Reduced
4127	CAM Connacht Asset Management New York	$2.97M	+$1.5M	3	1.28%	Increased
4128	HAC Harbor Advisory Corp Portsmouth, New Hampshire	$2.97M	$0	2	1.34%	Maintained
4129	PFA Pinnacle Family Advisors Springfield, Missouri	$2.95M	+$1.69M	1	1.29%	Increased
4130	PCMC Private Capital Management (Colorado) Denver, Colorado	$2.93M	+$284K	2	1.34%	Increased
4131	MA MBA Advisors Hermitage, Pennsylvania	$2.93M	-$7.45K	3	1.36%	Reduced
4132	MWC MBM Wealth Consultants Chesterfield, Missouri	$2.93M	-$87.3K	10	1.37%	Reduced
4133	BMCM Burns Matteson Capital Management Corning, New York	$2.93M	+$939K	7	2.32%	Increased
4134	Lebenthal Global Advisors Hauppauge, New York	$2.92M	+$867K	3	1.57%	Increased
4135	AIFAIM American Institute for Advanced Investment Management Scottsdale, Arizona	$2.92M	+$192K	1	2.06%	Increased
4136	FCFC First Citizens Financial Corp Mason City, Iowa	$2.92M	+$599K	6	2.2%	Increased
4137	RIS Retirement Income Solutions Ann Arbor, Michigan	$2.91M	+$17.9K	4	0.99%	Increased
4138	NFAM North Fourth Asset Management Englewood Cliffs, New Jersey	$2.9M	-$4.69M	2	0.51%	Reduced
4139	CAM Crestone Asset Management Boulder, Colorado	$2.88M	+$62.8K	5	0.62%	Increased
4140	RW Rede Wealth Charlottesville, Virginia	$2.88M	-$2.23K	2	1.53%	Reduced
4141	AIP Ahrens Investment Partners Lafayette, Louisiana	$2.88M	+$131K	1	1.33%	Increased
4142	JC JCSD Capital Walnut Creek, California	$2.88M	+$504K	1	2.59%	Increased
4143	CGN Advisors Manhattan, Kansas	$2.88M	+$319K	2	0.91%	Increased
4144	GCIG Grand Central Investment Group Tampa, Florida	$2.87M	-$9.4K	1	2.56%	Reduced
4145	Advisory Alpha Holland, Michigan	$2.87M	+$437K	2	0.24%	Increased
4146	Summit Wealth Partners Orlando, Florida	$2.87M	+$16.9K	4	0.69%	Increased
4147	AWM Adams Wealth Management Logan, Utah	$2.87M	+$145K	2	1.22%	Increased
4148	QWM QP Wealth Management Eatontown, New Jersey	$2.87M	-$334K	1	2.93%	Reduced
4149	Northcape Capital Sydney, Australia	$2.86M	+$2.52M	1	0.3%	New
4150	CA Crumly & Associates Springfield, Illinois	$2.86M	+$375K	3	1.39%	Increased