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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
2226	PH Pinnacle Holdings Tulsa, Oklahoma	$3.24M	-$68.4K	2	0.79%	Reduced
2227	ECML Eagle Capital Management (Louisiana) Mandeville, Louisiana	$3.23M	+$23K	1	1.21%	Increased
2228	IT Independence Trust Franklin, Tennessee	$3.23M	-$1.21M	2	2.07%	Reduced
2229	OPTFSNA Old Point Trust & Financial Services N A Newport News, Virginia	$3.23M	-$94.1K	3	1.93%	Reduced
2230	BCM Brightfield Capital Management New York	$3.22M	+$52.5K	2	4%	Increased
2231	AIM Acuity Investment Management Toronto, Ontario, Canada	$3.22M	-$1.61M	4	2.2%	Reduced
2232	SJL Shayne & Jacobs LLC Nashville, Tennessee	$3.22M	+$13.9K	3	2.58%	Increased
2233	LWM LBA Wealth Management Jacksonville, Florida	$3.21M	-$24.4K	5	2.61%	Reduced
2234	CC Cadinha & Co Honolulu, Hawaii	$3.19M	-$11.3M	2	0.54%	Reduced
2235	BRWM B. Riley Wealth Management Memphis, Tennessee	$3.19M	-$55.1K	13	2.06%	Reduced
2236	HH Hilltop Holdings Dallas, Texas	$3.18M	+$270K	4	1.48%	Increased
2237	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$3.16M	+$727K	4	0.97%	Increased
2238	F Filament Seattle, Washington	$3.16M	-$124K	1	1.36%	Reduced
2239	QAM Quantres Asset Management Cayman, Cayman Islands	$3.16M	+$621K	3	3.5%	Increased
2240	Algert Global San Francisco, California	$3.16M	-$3.71M	9	2.04%	Reduced
2241	PWS Peloton Wealth Strategists Indianapolis, Indiana	$3.15M	-$1.71M	2	2.77%	Reduced
2242	RIM Reliant Investment Management Memphis, Tennessee	$3.13M	-$532K	2	2.85%	Reduced
2243	SEC Seven Eight Capital New York	$3.13M	-$1.76M	14	3.02%	Reduced
2244	EI Excelsia Inc Savannah, Georgia	$3.13M	-$2.75M	2	4.01%	Reduced
2245	BOS Bingham Osborn & Scarborough San Francisco, California	$3.11M	+$645K	3	0.41%	Increased
2246	TSS Thomas Story & Son Culver, Indiana	$3.1M	-$943K	3	1.91%	Reduced
2247	BL BCWM LLC Overland Park, Kansas	$3.09M	-$1.53M	1	1.57%	Reduced
2248	DMC Drexel Morgan & Co Radnor, Pennsylvania	$3.08M	+$228K	3	3.72%	Increased
2249	MM Midas Management New York	$3.08M	-$3.01M	2	1.98%	Reduced
2250	GF Goodman Financial Houston, Texas	$3.06M	+$3.35M	1	1.83%	New