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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
4851	TCM Tuttle Capital Management Riverside, Connecticut	$260K	-$6.9M	1	0.3%	Reduced
4852	TWP TFO Wealth Partners Maumee, Ohio	$259K	+$195K	5	0.05%	Increased
4853	BFP Briaud Financial Planning College Station, Texas	$257K	-$49.5K	1	0.17%	Reduced
4854	LWIC Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada	$254K	+$262K	1	0.04%	New
4855	ICMP Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania	$253K	$0	1	0.21%	Maintained
4856	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$250K	+$582	1	0.12%	Increased
4857	Flow Traders U.S. New York	$250K	+$244K	1	0.01%	New
4858	KIC Keating Investment Counselors Delray Beach, Florida	$250K	$0	1	0.12%	Maintained
4859	CPCM Cornerstone Partners Capital Management Charlottesville, Virginia	$248K	+$233K	1	0.05%	New
4860	VFIC Valley Forge Investment Consultants Audubon, Pennsylvania	$248K	-$85K	1	0.13%	Reduced
4861	HWA Hillcrest Wealth Advisors Hazlet, New Jersey	$242K	-$18.3K	1	0.14%	Reduced
4862	NHFG New Harbor Financial Group Worcester, Massachusetts	$239K	$0	1	0.1%	Maintained
4863	SFO Standard Family Office Sioux Falls, South Dakota	$239K	-$11.7M	3	0.07%	Reduced
4864	CIM Cowen Investment Management New York	$238K	$0	1	0.06%	Maintained
4865	AM Atwater Malick Lancaster, Pennsylvania	$233K	+$17.7K	1	0.12%	Increased
4866	MTCM Mint Tower Capital Management Amsterdam, Netherlands	$230K	+$126K	2	0.03%	Increased
4867	SFS Shaker Financial Services Arlington, Virginia	$230K	$0	1	0.09%	Maintained
4868	PWAC Private Wealth Advisors (California) Fresno, California	$229K	+$202K	1	0.05%	New
4869	GG GenWealth Group Maplewood, New Jersey	$228K	$0	1	0.07%	Maintained
4870	MA MANA Advisors New York	$226K	+$234K	1	7.38%	New
4871	JAWM J. Arnold Wealth Management Youngstown, Ohio	$225K	+$291	1	0.11%	Increased
4872	AAMC Asset Allocation & Management Company Chicago, Illinois	$222K	$0	1	0.12%	Maintained
4873	4FG 4Thought Financial Group Syosset, New York	$221K	$0	1	0.19%	Maintained
4874	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$218K	+$225K	2	0.12%	New
4875	SIA Stegner Investment Associates Louisville, Kentucky	$216K	$0	1	0.16%	Maintained