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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
4976	FC Financial Council Towson, Maryland	$5.33M	+$6.88K	4	1.73%	Increased
4977	S Steadtrust Allen, Texas	$5.32M	+$1.17M	4	2.69%	Increased
4978	1IA 1620 Investment Advisors Plymouth, Massachusetts	$5.32M	+$436K	25	3.3%	Increased
4979	PIAS PCA Investment Advisory Services Cincinnati, Ohio	$5.32M	+$187K	1	1.49%	Increased
4980	CNBT Cornerstone National Bank & Trust Palatine, Illinois	$5.31M	-$1.06M	7	1.8%	Reduced
4981	CI Cooper Investors Melbourne, Victoria, Australia	$5.31M	-$5.71M	2	2.44%	Reduced
4982	ACMA Arbor Capital Management (Alaska) Anchorage, Alaska	$5.31M	-$832K	3	5.23%	Reduced
4983	CA Corrado Advisors Ramsey, New Jersey	$5.3M	-$202K	4	2.44%	Reduced
4984	FAOAI Fund Advisors of America Inc Orland, Florida	$5.3M	-$60.5K	4	4.81%	Reduced
4985	OC Owlhouse Capital New York	$5.3M	+$5.09M	2	8.13%	New
4986	GTWM Global Trust Wealth Management West Palm Beach, Florida	$5.29M	+$741K	3	3.65%	Increased
4987	WI Wedgewood Investors Erie, Pennsylvania	$5.29M	-$202K	3	5.44%	Reduced
4988	CS Crescent Sterling Metairie, Louisiana	$5.28M	-$1.07M	3	4.72%	Reduced
4989	UIM Unified Investment Management Atlanta, Georgia	$5.27M	+$647K	8	4.86%	Increased
4990	PIA Powell Investment Advisors Miami, Florida	$5.27M	-$1.41M	6	1.66%	Reduced
4991	AIA Arbor Investment Advisors Winston Salem, North Carolina	$5.26M	+$2.25M	4	0.6%	Increased
4992	SWM Shelton Wealth Management Fort Worth, Texas	$5.26M	+$505K	5	2.06%	Increased
4993	FWM Foguth Wealth Management Brighton, Michigan	$5.25M	-$159K	5	0.6%	Reduced
4994	BW Basepoint Wealth Cedar Rapids, Iowa	$5.25M	+$1.31M	23	3%	Increased
4995	PFS Prospect Financial Services Melville, New York	$5.25M	+$312K	3	2.66%	Increased
4996	EEL Expect Equity LLC Pikesville, Maryland	$5.25M	+$1.46M	3	3.38%	Increased
4997	HWM Horizon Wealth Management La Grange, Illinois	$5.25M	+$17.2K	3	0.67%	Increased
4998	CPM Connective Portfolio Management New York	$5.24M	+$1.71M	4	8.73%	Increased
4999	BWS Broadway Wealth Solutions San Antonio, Texas	$5.24M	-$576K	6	2.45%	Reduced
5000	MWM Meritas Wealth Management Larkspur, California	$5.24M	+$531K	7	2.05%	Increased