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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
4376	SIC Samalin Investment Counsel Chappaqua, New York	$8.44M	+$1.59M	7	2.64%	Increased
4377	IWA Inspirion Wealth Advisors Libertyville, Illinois	$8.43M	-$335K	8	0.97%	Reduced
4378	PCM Pinnbrook Capital Management New York	$8.43M	+$6.06M	2	0.9%	New
4379	PWS Peloton Wealth Strategists Indianapolis, Indiana	$8.43M	-$2.17M	4	3.11%	Reduced
4380	HIS Harvest Investment Services Oakbrook Terrace, Illinois	$8.42M	-$901K	7	1.3%	Reduced
4381	RWM Riverbend Wealth Management Myrtle Beach, South Carolina	$8.4M	+$881K	3	4.22%	Increased
4382	OCM Orion Capital Management Coronado, California	$8.4M	-$160K	16	2.6%	Reduced
4383	DBFM Dickmeyer Boyce Financial Management Fort Wayne, Indiana	$8.39M	+$568K	6	4.35%	Increased
4384	CSI Cross Staff Investments Pittsford, New York	$8.39M	-$357K	8	4.72%	Reduced
4385	RCSA REYL & Cie S.A. Geneva, Switzerland	$8.38M	+$9M	8	9.66%	New
4386	BOSSRA B.O.S.S. Retirement Advisors Lehi, Utah	$8.37M	+$241K	6	2.26%	Increased
4387	PAS PKS Advisory Services Albany, New York	$8.37M	+$2.48M	5	1.34%	Increased
4388	EWA Encompass Wealth Advisors Portland, Oregon	$8.36M	-$173K	5	2.54%	Reduced
4389	JCM JAT Capital Management Greenwich, Connecticut	$8.35M	+$10.1M	2	17.61%	New
4390	GCA Genesee Capital Advisors Auburn, New York	$8.35M	-$723K	6	2.63%	Reduced
4391	COA Crown Oak Advisors Piedmont, California	$8.34M	-$106K	2	3.88%	Reduced
4392	EC EdgeRock Capital Denver, Colorado	$8.34M	+$943K	4	1.89%	Increased
4393	GP GLR Partners Columbia, Maryland	$8.33M	+$1.12M	6	3.88%	Increased
4394	D Drystone Ivy, Virginia	$8.33M	+$12.3K	2	6.85%	Increased
4395	TBNY Trustco Bank (New York) Albany, New York	$8.32M	+$233K	4	6.07%	Increased
4396	LF LifeSteps Financial Claremont, California	$8.31M	+$646K	26	3.87%	Increased
4397	WS Wilian Securities Vadnais Heights, Minnesota	$8.3M	+$5.11M	5	4.9%	Increased
4398	NWA New World Advisors Hingham, Massachusetts	$8.29M	+$1.96M	8	1.41%	Increased
4399	RA Rockingstone Advisors Great Barrington, Massachusetts	$8.29M	+$3.73M	2	3.33%	Increased
4400	IWM Inlight Wealth Management Atlanta, Georgia	$8.29M	+$3.42M	4	2.63%	Increased