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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
5451	GC Gruss & Co West Palm Beach, Florida	$1.79M	+$22.9K	1	9.7%	Increased
5452	PCM Passive Capital Management Baltimore, Maryland	$1.78M	+$334K	2	0.66%	Increased
5453	CCM Chiron Capital Management Tallahassee, Florida	$1.78M	+$491K	3	1.7%	Increased
5454	Massachusetts Institute of Technology Cambridge, Massachusetts	$1.78M	+$1.55M	1	0.28%	New
5455	FS Financial Symmetry Raleigh, North Carolina	$1.78M	+$579K	3	1.38%	Increased
5456	YCM Yost Capital Management Houston, Texas	$1.77M	-$1.68M	1	2.96%	Reduced
5457	HA HFG Advisors Cincinatti, Ohio	$1.77M	-$290K	2	1.66%	Reduced
5458	SPI Santori & Peters Inc Canonsburg, Pennsylvania	$1.77M	-$93.8K	1	0.76%	Reduced
5459	CA Cresta Advisors Laredo, Texas	$1.77M	+$536K	2	1.05%	Increased
5460	AA AlphaCentric Advisors San Juan, Puerto Rico	$1.76M	-$299K	8	1.3%	Reduced
5461	BCC Bridge City Capital Lake Oswego, Oregon	$1.76M	+$389K	3	0.59%	Increased
5462	PIS POM Investment Strategies Raleigh, North Carolina	$1.75M	+$294K	13	1.4%	Increased
5463	Curran Financial Partners Daniel Island, South Carolina	$1.75M	+$236K	1	0.59%	Increased
5464	SCA Sippican Capital Advisors Boston, Massachusetts	$1.75M	$0	3	1.39%	Maintained
5465	DI DDFG Inc Thousand Oaks, California	$1.75M	+$55.6K	2	0.54%	Increased
5466	ODFS O'Donnell Financial Services San Rafael, California	$1.74M	-$84.5K	3	0.77%	Reduced
5467	AA AJ Advisors Nashville, Tennessee	$1.74M	-$376K	3	0.96%	Reduced
5468	W WorthPointe La Jolla, California	$1.74M	-$20.6K	3	0.79%	Reduced
5469	CWA Cascade Wealth Advisors Wenatchee, Washington	$1.74M	-$106K	1	1.29%	Reduced
5470	CAM CPA Asset Management West Palm Beach, Florida	$1.74M	-$226K	2	0.93%	Reduced
5471	HIA HTG Investment Advisors New Canaan, Connecticut	$1.73M	-$60.4K	3	0.93%	Reduced
5472	LFA Lauterbach Financial Advisors El Paso, Texas	$1.73M	+$4.33K	2	1.14%	Increased
5473	Advent Capital Management New York	$1.73M	-$7.47M	1	0.04%	Reduced
5474	PI Pachira Investments Dana Point, California	$1.73M	+$182K	2	1.53%	Increased
5475	CCAL City Center Advisors LLC Troy, Michigan	$1.73M	$0	5	2.04%	Maintained