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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
2251	NAM Needelman Asset Management Ladera Ranch, California	$1.24M	+$1.25M	2	4.53%	New
2252	Global X Management Company New York	$1.24M	+$1.18M	4	0.2%	New
2253	NYLT New York Life Trust New York	$1.24M	+$1.25M	6	5.68%	New
2254	SCA Salient Capital Advisors Houston, Texas	$1.23M	+$1.26M	3	0.06%	New
2255	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$1.23M	+$1.28M	2	0.91%	New
2256	AWS Aris Wealth Services State College, Pennsylvania	$1.21M	+$1.27M	3	2.6%	New
2257	KCM KSA Capital Management Morristown, New Jersey	$1.21M	+$1.15M	1	0.55%	New
2258	UAS United Asset Strategies Garden City, New York	$1.21M	+$1.21M	2	0.8%	New
2259	EML Eos Management LP New York	$1.19M	+$1.19M	2	0.62%	New
2260	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$1.19M	+$1.17M	5	13.8%	New
2261	LM Luminus Management Houston, Texas	$1.18M	+$1.2M	2	0.1%	New
2262	WPAM Wright Private Asset Management Milford, Connecticut	$1.18M	+$1.22M	3	10.77%	New
2263	DWA Dorsey Wright & Associates Pasadena, California	$1.18M	+$1.14M	3	0.19%	New
2264	VCP Vista Capital Partners Portland, Oregon	$1.17M	+$1.19M	3	0.46%	New
2265	WA WealthTrust-Arizona Scottsdale, Arizona	$1.17M	+$1.18M	25	1.58%	New
2266	GML Gems Management Ltd Nassau, Bahamas	$1.17M	+$1.14M	1	2.88%	New
2267	GBA Garrison Bradford & Associates New York	$1.15M	+$1.2M	3	1.23%	New
2268	GC Gratry & Company Beachwood, Ohio	$1.14M	+$1.16M	2	0.44%	New
2269	RCM Roc Capital Management	$1.12M	+$1.23M	2	3.55%	New
2270	HCM Highlander Capital Management Short Hills, New Jersey	$1.12M	+$1.12M	8	1.18%	New
2271	HCMT Highland Capital Management (Texas) Dallas, Texas	$1.12M	+$1.06M	2	0.09%	New
2272	CCM Carlson Capital Management Northfield, Minnesota	$1.11M	+$1.1M	2	0.52%	New
2273	NA NSB Advisors Fishkill, New York	$1.11M	+$1.15M	2	0.62%	New
2274	PAA Peregrine Asset Advisers Portland, Oregon	$1.1M	+$1.09M	2	1.14%	New
2275	AIM Allen Investment Management New York	$1.1M	+$1.17M	1	0.42%	New