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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	AIP ARS Investment Partners New York	$1.15M	-$169K	1	0.2%	Reduced
2277	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$1.14M	-$44.8K	2	0.84%	Reduced
2278	HM Harvest Management New York	$1.14M	+$194K	1	1.22%	Increased
2279	NYLT New York Life Trust New York	$1.13M	-$92.6K	5	5.68%	Reduced
2280	WMC Westwood Management Corporation Chicago, Illinois	$1.13M	$0	1	0.22%	Maintained
2281	SG Swarthmore Group Philadelphia, Pennsylvania	$1.12M	+$125K	1	0.14%	Increased
2282	DCM Dinsmore Capital Management Morristown, New Jersey	$1.12M	-$329K	1	0.47%	Reduced
2283	Cookson Peirce & Co Pittsburgh, Pennsylvania	$1.11M	+$1.07M	1	0.31%	New
2284	Horizon Investments Charlotte, North Carolina	$1.11M	+$296K	1	0.26%	Increased
2285	CIG Consolidated Investment Group Englewood, Colorado	$1.1M	+$974K	1	0.75%	New
2286	HCM Highlander Capital Management Short Hills, New Jersey	$1.09M	-$40.3K	7	1.09%	Reduced
2287	LSC Lesa Sroufe & Co Seattle, Washington	$1.08M	+$27.1K	2	0.63%	Increased
2288	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$1.07M	-$12.1M	2	0.2%	Reduced
2289	NA NSB Advisors Fishkill, New York	$1.07M	$0	2	0.62%	Maintained
2290	Empirical Wealth Management Seattle, Washington	$1.04M	-$195K	1	0.33%	Reduced
2291	LOM Loeb Offshore Management New York	$1.04M	+$1M	1	0.32%	New
2292	JGC J. Goldman & Co New York	$1.04M	-$14.1M	1	0.1%	Reduced
2293	HHGA Halbert Hargrove Global Advisors Long Beach, California	$1.02M	-$428K	3	0.34%	Reduced
2294	VWM Vector Wealth Management Minneapolis, Minnesota	$1.02M	-$26.8K	2	0.75%	Reduced
2295	SFS Signator Financial Services Boston, Massachusetts	$1.02M	+$151K	3	1%	Increased
2296	Modera Wealth Management Westwood, New Jersey	$997K	-$16.7K	1	0.48%	Reduced
2297	WA WESPAC Advisors Orinda, California	$990K	-$578K	2	1.15%	Reduced
2298	VAM Visionary Asset Management Houston, Texas	$989K	+$994K	2	0.32%	New
2299	AIS APG Investment Services Dj Heerlen, Netherlands	$981K	$0	3	14.64%	Maintained
2300	KPCM Kings Point Capital Management Great Neck, New York	$980K	-$122K	4	0.38%	Reduced