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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
4426	4WM 4J Wealth Management Alexandria, Virginia	$1.48M	-$3.56K	1	1.29%	Reduced
4427	RPG Resource Planning Group Atlanta, Georgia	$1.47M	+$528K	2	0.85%	Increased
4428	BG Benedetti & Gucer Atlanta, Georgia	$1.47M	-$333K	2	1.32%	Reduced
4429	UFA US Financial Advisors Braintree, Massachusetts	$1.46M	-$240K	1	0.71%	Reduced
4430	RR Robotti Robert	$1.46M	$0	1	0.37%	Maintained
4431	YCM Yakira Capital Management Westport, Connecticut	$1.46M	+$1.37M	1	0.24%	New
4432	NRA NSI Retail Advisors Warrendale, Pennsylvania	$1.44M	+$1.37M	2	0.2%	New
4433	MAP Milestone Advisory Partners Southern Pines, North Carolina	$1.42M	+$415K	5	0.75%	Increased
4434	BPM Bronson Point Management Fairfield, Connecticut	$1.41M	$0	1	0.76%	Maintained
4435	BA BCM Advisors Lafayette, Louisiana	$1.41M	$0	2	0.38%	Maintained
4436	KCM Kathmere Capital Management Wayne, Pennsylvania	$1.41M	+$93.5K	1	0.27%	Increased
4437	NCM Next Capital Management New York	$1.41M	+$486K	3	0.9%	Increased
4438	GSC Ground Swell Capital Folly Beach, South Carolina	$1.4M	-$1.17M	6	6.67%	Reduced
4439	PFA Peak Financial Advisors Denver, Colorado	$1.4M	-$220K	2	1.21%	Reduced
4440	LGWM Litman Gregory Wealth Management Larkspur, California	$1.4M	+$326K	2	0.26%	Increased
4441	CAG Curtis Advisory Group Santa Barbara, California	$1.39M	-$25.4K	1	0.6%	Reduced
4442	WFA West Financial Advisors Des Moines, Iowa	$1.39M	-$297K	5	0.43%	Reduced
4443	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$1.39M	+$340K	13	0.5%	Increased
4444	CI CAZ Investments Houston, Texas	$1.39M	$0	4	0.45%	Maintained
4445	AWMG Alliance Wealth Management Group Flemington, New Jersey	$1.38M	+$240K	2	0.46%	Increased
4446	BWLSA Blue Water Life Science Advisors Larkspur, California	$1.38M	$0	2	0.52%	Maintained
4447	TWP Tower Wealth Partners Lewisburg, Pennsylvania	$1.37M	+$203K	3	1.51%	Increased
4448	CCG Capital CS Group Irvine, California	$1.37M	-$1.37M	2	1.11%	Reduced
4449	SFP Sterling Financial Planning Sparta, New Jersey	$1.37M	-$42.6K	17	0.89%	Reduced
4450	RA Rodgers & Associates Lancaster, Pennsylvania	$1.37M	-$136K	1	0.22%	Reduced