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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	BT Brandywine Trust Hockessin, Delaware	$1.67M	+$1.8M	1	0.53%	New
4377	SIM Sadoff Investment Management Milwaukee, Wisconsin	$1.67M	+$216K	2	0.11%	Increased
4378	ODG O'Dell Group Cincinnati, Ohio	$1.66M	+$309K	1	0.53%	Increased
4379	MAM Marotta Asset Management Charlottesville, Virginia	$1.66M	+$345K	3	0.4%	Increased
4380	RC Ronit Capital London, United Kingdom	$1.65M	+$1.38M	1	1.48%	New
4381	SCM SevenOneSeven Capital Management Lancaster, Pennsylvania	$1.65M	+$357K	5	4.29%	Increased
4382	FTCM First Trust Capital Management Chicago, Illinois	$1.65M	-$631K	1	0.25%	Reduced
4383	G Gainplan Bloomfield Hills, Michigan	$1.64M	-$782K	4	0.65%	Reduced
4384	WAOI Wealth Advisors of Iowa West Des Moines, Iowa	$1.64M	+$195K	3	0.86%	Increased
4385	CPWM Cypress Point Wealth Management Dallas, Texas	$1.64M	+$2.3K	6	1.16%	Increased
4386	WJA Willis Johnson & Associates Houston, Texas	$1.63M	-$39.9K	3	0.23%	Reduced
4387	LI Latash Investments Anchorage, Alaska	$1.63M	+$1.53M	1	1.03%	New
4388	NVIM New Vernon Investment Management Highland Park, Illinois	$1.62M	$0	2	2.72%	Maintained
4389	IDA Intelligence Driven Advisers Carlsbad, California	$1.62M	+$980K	2	0.31%	Increased
4390	BFG Baron Financial Group Fair Lawn, New Jersey	$1.61M	-$91.9K	7	1%	Reduced
4391	LAM Lingohr Asset Management Duesseldorf, Germany	$1.6M	$0	3	4.03%	Maintained
4392	BWM BCS Wealth Management Johnson City, Tennessee	$1.6M	+$50.8K	1	0.85%	Increased
4393	TFA Trinity Financial Advisors Columbus, Ohio	$1.6M	-$69.1K	2	1.12%	Reduced
4394	DCM Dean Capital Management Overland Park, Kansas	$1.6M	-$453K	1	1.47%	Reduced
4395	AA AlphaCentric Advisors San Juan, Puerto Rico	$1.59M	+$94.4K	2	0.43%	Increased
4396	OBWG Onyx Bridge Wealth Group Tarrytown, New York	$1.58M	+$8.92K	2	0.68%	Increased
4397	MRI Mad River Investors Boston, Massachusetts	$1.58M	-$34.5K	1	1.02%	Reduced
4398	KCA Karn Couzens & Associates Farmington, Connecticut	$1.58M	-$14.5K	2	1.23%	Reduced
4399	BWA Beam Wealth Advisors Covington, Louisiana	$1.57M	+$397K	2	1.36%	Increased
4400	PCWA Pacific Capital Wealth Advisors Corona, California	$1.57M	-$140K	2	0.79%	Reduced