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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
4951	PSF Pacific Sun Financial Los Angeles, California	$1.2M	+$21.7K	1	0.79%	Increased
4952	CCM Chimera Capital Management New York	$1.2M	+$1.46M	2	0.56%	New
4953	BU Brown University Providence, Rhode Island	$1.2M	$0	1	0.36%	Maintained
4954	SAM Steinberg Asset Management New York	$1.2M	$0	1	1.27%	Maintained
4955	MIM Meixler Investment Management Show Low, Arizona	$1.2M	-$36K	3	1.37%	Reduced
4956	PS Portfolio Strategies Monsey, New York	$1.2M	$0	2	0.28%	Maintained
4957	CSIA Conrad Siegel Investment Advisors Harrisburg, Pennsylvania	$1.19M	-$2.71K	1	1.3%	Reduced
4958	HSG Helen Stephens Group Fort Worth, Texas	$1.19M	+$2.71K	1	0.85%	Increased
4959	I2I Insight 2811 Inc Chicago, Illinois	$1.19M	+$324K	3	0.77%	Increased
4960	PWA Peterson Wealth Advisors Orem, Utah	$1.19M	-$2.98K	1	0.39%	Reduced
4961	TWM Trinity Wealth Management Berwyn, Pennsylvania	$1.18M	+$2.71K	2	0.92%	Increased
4962	PWS Private Wealth Strategies New Albany, Ohio	$1.18M	+$508K	1	0.33%	Increased
4963	M1FG Mach-1 Financial Group Rogers, Arkansas	$1.18M	+$903K	11	0.8%	Increased
4964	GPA Guidance Point Advisors Wellesley, Massachusetts	$1.16M	+$3.91K	2	0.5%	Increased
4965	HIS Harvest Investment Services Oakbrook Terrace, Illinois	$1.16M	+$243K	3	0.89%	Increased
4966	MIAS Mason Investment Advisory Services Reston, Virginia	$1.16M	-$4.08M	3	0.12%	Reduced
4967	MFG Monumental Financial Group Rockville, Maryland	$1.16M	+$1.35M	3	1.06%	Increased
4968	ONGA O'Neil Global Advisors Los Angeles, California	$1.16M	-$2.87M	2	4.92%	Reduced
4969	VPW Vericrest Private Wealth Newtown, Pennsylvania	$1.16M	$0	1	1.42%	Maintained
4970	CWM Cherrydale Wealth Management Hoboken, New Jersey	$1.16M	-$2.21M	1	1.06%	Reduced
4971	WSWA Warren Street Wealth Advisors Newport Beach, California	$1.16M	+$486K	2	1.12%	Increased
4972	PPWM PFG Private Wealth Management Lutz, Florida	$1.15M	+$188K	11	0.65%	Increased
4973	CBOR Community Bank of Raymore Raymore, Missouri	$1.15M	$0	2	0.35%	Maintained
4974	SLWA San Luis Wealth Advisors San Luis Obispo, California	$1.14M	-$12.6M	1	1.31%	Reduced
4975	MRI Mad River Investors Boston, Massachusetts	$1.14M	-$10.7K	1	0.89%	Reduced