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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
2351	AWMDMG Austin W. Marxe & David M. Greenhouse New York	$576K	+$620K	1	0.08%	New
2352	BWM Baystate Wealth Management Boston, Massachusetts	$575K	+$600K	6	0.28%	New
2353	SP Steelhead Partners Seattle, Washington	$570K	+$541K	1	0.05%	New
2354	MWAM Mariner Wealth Advisors (Madison) Overland Park, Kansas	$568K	+$530K	4	0.25%	New
2355	DRW Securities Chicago, Illinois	$562K	+$530K	1	0.02%	New
2356	NEPWA New England Private Wealth Advisors Wellesley, Massachusetts	$560K	+$561K	2	0.35%	New
2357	CHJWM Carlton Hofferkamp & Jenks Wealth Management The Woodlands, Texas	$559K	+$531K	1	0.89%	New
2358	RVP Relative Value Partners Northbrook, Illinois	$554K	+$525K	1	0.09%	New
2359	Fenimore Asset Management Cobleskill, New York	$547K	+$583K	1	0.04%	New
2360	LFG LifePlan Financial Group Dayton, Ohio	$545K	+$563K	7	0.6%	New
2361	AIA Arbor Investment Advisors Winston Salem, North Carolina	$528K	+$563K	1	0.37%	New
2362	NC NewSquare Capital Newtown Square, Pennsylvania	$507K	+$492K	3	0.25%	New
2363	NI Nuance Investments Kansas City, Missouri	$503K	+$552K	1	0.16%	New
2364	NA Nottingham Advisors Amherst, New York	$490K	+$494K	2	0.2%	New
2365	GCM Grisanti Capital Management New York	$489K	+$513K	1	0.22%	New
2366	PIP Palisades Investment Partners Santa Monica, California	$487K	+$519K	1	0.48%	New
2367	MLM Mount Lucas Management Newtown, Pennsylvania	$482K	+$456K	1	0.11%	New
2368	MWP Moller Wealth Partners	$481K	+$471K	1	0.35%	New
2369	HCM Hilton Capital Management Garden City, New York	$466K	+$496K	1	0.23%	New
2370	MCWS McKinley Carter Wealth Services Wheeling, West Virginia	$464K	+$494K	1	0.7%	New
2371	ACM Antonetti Capital Management Naples, Florida	$459K	+$477K	4	0.5%	New
2372	LWA Lenox Wealth Advisors New York	$458K	+$475K	9	0.52%	New
2373	DIP DT Investment Partners Chadds Ford, Pennsylvania	$455K	+$432K	1	0.21%	New
2374	PA Planning Alternatives Birmingham, Michigan	$449K	+$425K	1	0.26%	New
2375	FRM Foundation Resource Management Little Rock, Arkansas	$445K	+$475K	1	0.06%	New