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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
5326	GC Gibson Capital Wexford, Pennsylvania	$920K	-$1.6M	2	0.24%	Reduced
5327	NRA NSI Retail Advisors Warrendale, Pennsylvania	$920K	-$62.7K	1	0.15%	Reduced
5328	MCA Maryland Capital Advisors Chester, Maryland	$917K	+$65.4K	9	0.74%	Increased
5329	TFP TrueWealth Financial Partners Bellevue, Washington	$915K	+$388K	1	0.76%	Increased
5330	MIM Meixler Investment Management Show Low, Arizona	$913K	+$89.1K	3	0.84%	Increased
5331	WH Whitcomb & Hess Ashland, Ohio	$910K	+$940	1	0.33%	Increased
5332	MLRA Main Line Retirement Advisors Whitefish, Montana	$909K	+$836K	1	0.85%	New
5333	CIAS CBIZ Investment Advisory Services Independence, Ohio	$908K	-$15.7K	1	0.08%	Reduced
5334	SWAG Spectrum Wealth Advisory Group Granite Bay, California	$908K	-$23.2K	1	1.2%	Reduced
5335	CCM Cutler Capital Management Worcester, Massachusetts	$908K	-$360K	2	0.43%	Reduced
5336	TIM Total Investment Management Scottsdale, Arizona	$907K	+$47.6K	1	0.12%	Increased
5337	SWP ShoreHaven Wealth Partners Red Bank, New Jersey	$906K	+$1.25K	1	0.61%	Increased
5338	WM Whitford Management New York	$896K	$0	1	1.1%	Maintained
5339	WA Waterford Advisors Orchard Park, New York	$892K	-$55.5K	1	0.43%	Reduced
5340	GCM Glaxis Capital Management Sarasota, Florida	$885K	$0	1	3.36%	Maintained
5341	MFGP Marshall Financial Group (Pennsylvania) Doylestown, Pennsylvania	$883K	$0	1	0.34%	Maintained
5342	M Murchinson Toronto, Ontario, Canada	$882K	-$808K	3	0.11%	Reduced
5343	MAP Milestone Advisory Partners Southern Pines, North Carolina	$879K	+$196K	3	0.8%	Increased
5344	HAS Holland Advisory Services Ormond Beach, Florida	$878K	+$313	1	1.12%	Increased
5345	AL ACAS LLC Rancho Santa Fe, California	$876K	+$98.7K	1	1.18%	Increased
5346	WCP Wick Capital Partners Wayne, Pennsylvania	$875K	+$247K	2	0.52%	Increased
5347	RA Regis Acquisition Denver, Colorado	$874K	$0	1	0.36%	Maintained
5348	NTIMCH New Thinking Investment Management Company (HK) Hong Kong	$869K	+$755K	1	5.83%	New
5349	SIS Strategic Investment Solutions Orland Park, Illinois	$869K	-$891K	14	0.18%	Reduced
5350	PI Pachira Investments Dana Point, California	$866K	+$189K	2	0.93%	Increased