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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
4151	VEA Virtus ETF Advisers New York	$9.8M	+$1.09M	22	3.76%	Increased
4152	MA Mezzasalma Advisors Tinton Falls, New Jersey	$9.8M	+$38.1K	3	1.97%	Increased
4153	CWM CCG Wealth Management San Diego, California	$9.8M	+$622K	2	2.27%	Increased
4154	GSC G&S Capital Denver, Colorado	$9.76M	+$951K	5	2.83%	Increased
4155	MCP Miller Capital Partners Troy, Michigan	$9.75M	-$260K	9	3.8%	Reduced
4156	MA Madrone Advisors Menlo Park, California	$9.75M	$0	1	0.7%	Maintained
4157	HP Highlander Partners Dallas, Texas	$9.73M	$0	4	3.26%	Maintained
4158	DKCM Davidson Kahn Capital Management Sherman Oaks, California	$9.72M	+$2.24M	4	4.18%	Increased
4159	NIWA New Insight Wealth Advisors San Ramon, California	$9.72M	+$1.31M	5	2.87%	Increased
4160	CCM Crestwood Capital Management New York	$9.72M	-$4.76M	3	6.36%	Reduced
4161	HC Hamilton Capital Columbus, Ohio	$9.71M	+$776K	5	0.48%	Increased
4162	W Wealthquest Cincinnati, Ohio	$9.7M	+$1.57M	5	0.61%	Increased
4163	CAC Certified Advisory Corp Altamonte Springs, Florida	$9.7M	+$41.7K	4	0.78%	Increased
4164	AWM Ariadne Wealth Management Santa Barbara, California	$9.69M	-$2.27M	10	4.29%	Reduced
4165	FZCM Flynn Zito Capital Management Garden City, New York	$9.69M	-$238K	4	2.63%	Reduced
4166	MAM McLean Asset Management Tysons, Virginia	$9.68M	+$561K	8	1.28%	Increased
4167	SCA Sandy Cove Advisors Hingham, Massachusetts	$9.68M	+$80K	6	2.42%	Increased
4168	PL PeakShares LLC Tampa, Florida	$9.67M	+$1.76M	10	7.19%	Increased
4169	VHMC Value Holdings Management Company Hampton Bays, New York	$9.66M	-$24.1M	1	1.62%	Reduced
4170	SFG Seamount Financial Group Colorado Springs, Colorado	$9.66M	-$55.3K	4	3.9%	Reduced
4171	SC Summa Corp Tomball, Texas	$9.66M	-$614K	3	3.03%	Reduced
4172	PGF Plan Group Financial Oklahoma City, Oklahoma	$9.65M	+$478K	4	1.99%	Increased
4173	EP Essential Partners Rancho Santa Fe, California	$9.65M	-$6.11M	127	4.44%	Reduced
4174	PWA Physician Wealth Advisors Midvale, Utah	$9.64M	-$130K	96	1.15%	Reduced
4175	JWM Jackson Wealth Management Lake Mary, Florida	$9.62M	-$118M	2	5.67%	Reduced