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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
4551	CGIM Cannon Global Investment Management Davie, Florida	$994K	-$1.88M	1	1.94%	Reduced
4552	ACA Ackerman Capital Advisors Dallas, Texas	$993K	-$160K	1	0.23%	Reduced
4553	SFA Seneca Financial Advisors Rochester, New York	$993K	+$4.17K	2	0.65%	Increased
4554	CCM Colorado Capital Management Boulder, Colorado	$987K	+$29K	1	0.66%	Increased
4555	MCP Moab Capital Partners Southampton, New York	$983K	+$948K	1	2.31%	New
4556	WM WS Management Jacksonville, Florida	$980K	+$920K	1	0.1%	New
4557	CWA Clarus Wealth Advisors Peoria, Arizona	$979K	-$2.54K	1	0.61%	Reduced
4558	HPCM Hunter Perkins Capital Management Lombard, Illinois	$973K	$0	1	0.18%	Maintained
4559	NR Newfound Research Wellesley Hills, Massachusetts	$971K	+$40.9K	12	1.92%	Increased
4560	Whitebox Advisors Minneapolis, Minnesota	$968K	-$3.69M	1	0.02%	Reduced
4561	HG Harbor Group Bedford, New Hampshire	$958K	$0	2	0.63%	Maintained
4562	SMF Sterling Manor Financial Saratoga Springs, New York	$955K	+$51.3K	2	0.76%	Increased
4563	IWP Innova Wealth Partners Newtown, Pennsylvania	$952K	+$6.36K	1	0.75%	Increased
4564	EGA Evermore Global Advisors Summit, New Jersey	$948K	+$890K	1	0.83%	New
4565	WIA Wealthstreet Investment Advisors Dallas, Texas	$944K	-$48.1M	5	4.89%	Reduced
4566	LAS Lloyd Advisory Services Suwanee, Georgia	$942K	+$120K	15	0.48%	Increased
4567	FA Fountainhead AM Warren, New Jersey	$940K	-$88.2K	1	0.5%	Reduced
4568	MAM MMA Asset Management Conshohocken, Pennsylvania	$931K	+$18.2K	3	0.71%	Increased
4569	T2I Turim 21 Investimentos Rio De Janeiro, Brazil	$928K	+$212K	4	0.31%	Increased
4570	FPIS Financial Planning & Information Services De Pere, Wisconsin	$926K	+$218K	2	0.27%	Increased
4571	OHU Odey Holdings (UK) London, United Kingdom	$926K	+$864K	2	7.89%	New
4572	NFGCM Norman Fields Gottscho Capital Management New York	$922K	$0	2	0.37%	Maintained
4573	BIA BHK Investment Advisors Birmingham, Alabama	$919K	+$53.3K	2	0.38%	Increased
4574	OFS Oldfather Financial Services Kearney, Nebraska	$918K	-$4.83K	2	0.5%	Reduced
4575	CFP Curran Financial Partners Daniel Island, South Carolina	$915K	-$82.2K	2	0.5%	Reduced