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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
2376	FFSOTS Fiduciary Financial Services of The Southwest Dallas, Texas	$538K	-$778K	2	0.18%	Reduced
2377	NC NewSquare Capital Newtown Square, Pennsylvania	$536K	+$42.3K	5	0.26%	Increased
2378	MS Madison Scottsdale Scottsdale, Arizona	$535K	-$148K	2	0.51%	Reduced
2379	RVP Relative Value Partners Northbrook, Illinois	$534K	$0	1	0.08%	Maintained
2380	AIA Arbor Investment Advisors Winston Salem, North Carolina	$524K	+$12.5K	1	0.34%	Increased
2381	NEPWA New England Private Wealth Advisors Wellesley, Massachusetts	$524K	-$15.9K	2	0.27%	Reduced
2382	FIMG Financial & Investment Management Group Traverse City, Michigan	$514K	-$2.34M	1	0.2%	Reduced
2383	ACM Antonetti Capital Management Naples, Florida	$498K	+$37.1K	4	0.51%	Increased
2384	WCM Windsor Capital Management Phoenix, Arizona	$480K	+$70.6K	4	0.28%	Increased
2385	NA Nottingham Advisors Amherst, New York	$472K	-$1.66K	2	0.17%	Reduced
2386	DIP DT Investment Partners Chadds Ford, Pennsylvania	$460K	+$21.3K	1	0.19%	Increased
2387	SNS Financial Group Minneapolis, Minnesota	$458K	-$389K	1	0.29%	Reduced
2388	LC Lubar & Co Milwaukee, Wisconsin	$440K	+$173K	1	0.41%	Increased
2389	FMA FNY Managed Accounts New York	$439K	-$444K	5	0.49%	Reduced
2390	FRM Foundation Resource Management Little Rock, Arkansas	$432K	$0	1	0.06%	Maintained
2391	PA Planning Alternatives Birmingham, Michigan	$429K	-$3.29K	1	0.2%	Reduced
2392	VFP Verus Financial Partners Richmond, Virginia	$420K	+$2.26K	2	0.23%	Increased
2393	HCM Hilton Capital Management Garden City, New York	$414K	-$38K	1	0.2%	Reduced
2394	LWA Lenox Wealth Advisors New York	$414K	-$33.7K	6	0.39%	Reduced
2395	ESBC E.S. Barr & Co Lexington, Kentucky	$406K	$0	1	0.05%	Maintained
2396	FWSM First Wilshire Securities Management Pasadena, California	$404K	+$28K	1	0.07%	Increased
2397	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$400K	-$217K	11	0.65%	Reduced
2398	GWI Grace & White Inc Ny, New York	$385K	$0	1	0.08%	Maintained
2399	OL Orbitronix LP Newport Beach, California	$370K	+$380K	1	0.27%	New
2400	STIA Stone Toro Investment Advisers Princeton, New Jersey	$369K	-$1.27M	1	0.24%	Reduced