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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	BWM Braver Wealth Management Needham, Massachusetts	$1.94M	-$510K	1	0.67%	Reduced
2352	SFM Signature Financial Management Norfolk, Virginia	$1.93M	+$556K	3	1.51%	Increased
2353	FHC First Heartland Consultants Lake St. Louis, Missouri	$1.93M	-$539K	2	1.09%	Reduced
2354	COPM Charter Oak Partners Management Westport, Connecticut	$1.92M	-$1.82M	1	1.36%	Reduced
2355	ICM IMS Capital Management Portland, Oregon	$1.91M	+$448K	2	2.4%	Increased
2356	SIC Shoker Investment Counsel Oxford, Ohio	$1.9M	+$1.8M	2	1.75%	New
2357	OL Orbitronix LP Newport Beach, California	$1.88M	+$1.44M	1	1.37%	Increased
2358	SIC Starr International Company Zug, Switzerland	$1.88M	$0	1	0.16%	Maintained
2359	GAG GM Advisory Group Melville, New York	$1.87M	+$1.75M	3	1.93%	New
2360	GC Gruss & Co West Palm Beach, Florida	$1.87M	$0	1	2.15%	Maintained
2361	I2I Insight 2811 Inc Chicago, Illinois	$1.87M	-$513K	3	0.92%	Reduced
2362	MBT Montecito Bank & Trust Santa Barbara, California	$1.86M	+$299K	4	1.16%	Increased
2363	FI FCM Investments Dallas, Texas	$1.84M	-$2.17M	3	0.75%	Reduced
2364	KS Karpas Strategies Litchfield, Connecticut	$1.83M	+$1.31K	2	1.01%	Increased
2365	IFB iAB Financial Bank Fort Wayne, Indiana	$1.82M	+$276K	3	1.59%	Increased
2366	MVM McClain Value Management New Canaan, Connecticut	$1.82M	-$1.1M	1	0.36%	Reduced
2367	MIP Marietta Investment Partners Milwaukee, Wisconsin	$1.8M	$0	2	0.65%	Maintained
2368	JFA JNBA Financial Advisors Bloomington, Minnesota	$1.79M	+$9.83K	9	0.98%	Increased
2369	WIC Wood Investment Counsel Denver, Colorado	$1.78M	-$47.6K	2	0.28%	Reduced
2370	AI ArchPoint Investors Coral Gables, Florida	$1.78M	-$7.55K	2	1.62%	Reduced
2371	TAM Telluride Asset Management Wayzata, Minnesota	$1.78M	+$1.72M	5	2.1%	New
2372	PGH Partners Group Holding Baar-Zug, Switzerland	$1.74M	+$1.35M	1	0.45%	Increased
2373	JCP Jabre Capital Partners Geneva, Switzerland	$1.72M	+$1.65M	2	0.13%	New
2374	EAM Evanson Asset Management Carmel, California	$1.72M	+$1.65M	3	0.77%	New
2375	Modera Wealth Management Westwood, New Jersey	$1.71M	+$657K	3	0.65%	Increased