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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
4876	SDAM Shulman DeMeo Asset Management Lake Success, New York	$5.67M	+$219K	5	1.06%	Increased
4877	SCM Sage Capital Management Stockton, New Jersey	$5.66M	-$79K	2	2.21%	Reduced
4878	BWG Berry Wealth Group Granbury, Texas	$5.66M	-$1.92K	2	18.18%	Reduced
4879	HWMG Harbour Wealth Management Group Daniel Island, South Carolina	$5.66M	+$563K	5	3.82%	Increased
4880	FA FDx Advisors Chicago, Illinois	$5.65M	-$675K	5	1.7%	Reduced
4881	1M 13D Management New York	$5.64M	+$2.85M	1	7.91%	Increased
4882	PBBUPS PKO BP Bankowy Universal Pension Society Warsaw, Poland	$5.64M	+$1.06M	1	1.61%	Increased
4883	RA Rise Advisors Rochester, New York	$5.64M	+$164K	5	1.59%	Increased
4884	CC Corsicana & Co Corsicana, Texas	$5.63M	+$376K	15	2.73%	Increased
4885	VIPI Vista Investment Partners II Richmond, Indiana	$5.63M	+$22.3K	5	2.21%	Increased
4886	AWA Ark Wealth Advisors Yorba Linda, California	$5.62M	+$1.7M	6	4.99%	Increased
4887	WP Wealthspan Partners Davenport, Iowa	$5.62M	-$142K	3	1.77%	Reduced
4888	RE Rydar Equities Weatherford, Texas	$5.6M	+$416K	2	3.16%	Increased
4889	CCMR Core Capital Management & Research Houston, Texas	$5.6M	+$4.7M	4	2.94%	New
4890	AGA Arch Global Advisors New York	$5.6M	+$37.4K	3	2.48%	Increased
4891	RHP Royal Harbor Partners Houston, Texas	$5.6M	-$384K	2	1.74%	Reduced
4892	SFP SwitchPoint Financial Planning Lehi, Utah	$5.6M	+$87.7K	3	3.23%	Increased
4893	PWMG Pinnacle Wealth Management Group Plymouth, Michigan	$5.6M	-$157K	3	2.61%	Reduced
4894	Glazer Capital LLC New York	$5.6M	-$445M	2	0.14%	Reduced
4895	OCPWS One Charles Private Wealth Services Hingham, Massachusetts	$5.59M	+$177K	6	1.29%	Increased
4896	AIM Alhambra Investment Management Palmetto Bay, Florida	$5.59M	-$153K	8	2.44%	Reduced
4897	SMP Santa Monica Partners Palm Beach Gardens, Florida	$5.59M	$0	1	3.01%	Maintained
4898	MC Matters Capital Miami, Florida	$5.59M	-$1.49M	6	3.91%	Reduced
4899	PC Payne Capital Lake Oswego, Oregon	$5.58M	-$229K	1	4.65%	Reduced
4900	PW Paladin Wealth Arden Hills, Minnesota	$5.58M	+$282K	4	3.24%	Increased