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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
2276	LSC Lesa Sroufe & Co Seattle, Washington	$1.09M	+$1.07M	2	0.63%	New
2277	KA KLCM Advisors Milwaukee, Wisconsin	$1.09M	+$1.13M	2	0.34%	New
2278	LOAMU Lombard Odier Asset Management (USA) New York	$1.09M	+$1.17M	1	0.06%	New
2279	VWM Vector Wealth Management Minneapolis, Minnesota	$1.09M	+$1.11M	2	0.8%	New
2280	FNBOH First National Bank of Hutchinson Hutchinson, Kansas	$1.07M	+$1.1M	2	0.38%	New
2281	CK Carnick & Kubik Colorado Springs, Colorado	$1.07M	+$1.1M	3	1.32%	New
2282	KPCM Kings Point Capital Management Great Neck, New York	$1.06M	+$1.07M	4	0.43%	New
2283	Modera Wealth Management Westwood, New Jersey	$1.04M	+$1.11M	1	0.54%	New
2284	IC IKOS CIF Limassol, Cyprus	$1.04M	+$1.1M	5	1.93%	New
2285	DA Dunvegan Associates Santa Barbara, California	$1.03M	+$1.06M	2	0.79%	New
2286	WI Wedgewood Investors Erie, Pennsylvania	$1.01M	+$992K	2	1.3%	New
2287	JIP Jaffetilchin Investment Partners Tampa, Florida	$992K	+$1.03M	3	0.69%	New
2288	AIS APG Investment Services Dj Heerlen, Netherlands	$991K	+$1.01M	3	16.75%	New
2289	NSAA Noroian Steven A & Associates Lafayette, California	$982K	+$932K	1	3.49%	New
2290	GIM Guardian Investment Management Tiburon, California	$973K	+$917K	1	1.4%	New
2291	SHWM Smith & Howard Wealth Management Atlanta, Georgia	$960K	+$937K	8	0.62%	New
2292	CCM Chickasaw Capital Management Memphis, Tennessee	$957K	+$1M	3	0.07%	New
2293	SG Swarthmore Group Philadelphia, Pennsylvania	$949K	+$936K	1	0.12%	New
2294	HP Harbourvest Partners Boston, Massachusetts	$947K	+$917K	1	3.09%	New
2295	HSA Holt-Smith Advisors Madison, Wisconsin	$931K	+$883K	1	1.31%	New
2296	MIG Mariner Investment Group Harrison, New York	$921K	+$995K	1	0.38%	New
2297	PGH Partners Group Holding Baar-Zug, Switzerland	$917K	+$1.02M	2	0.33%	New
2298	MCA Metropolitan Capital Advisors New York	$901K	+$854K	1	1.14%	New
2299	WMC Westwood Management Corporation Chicago, Illinois	$898K	+$740K	1	0.19%	New
2300	SFS Signator Financial Services Boston, Massachusetts	$885K	+$900K	3	0.95%	New