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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
2401	BWM Baystate Wealth Management Boston, Massachusetts	$1.89M	+$2.92K	1	0.61%	Increased
2402	COPM Charter Oak Partners Management Westport, Connecticut	$1.89M	$0	1	1.42%	Maintained
2403	TBAM True Bearing Asset Management San Francisco, California	$1.86M	+$2.12M	1	0.96%	New
2404	LCP Longhorn Capital Partners Dallas, Texas	$1.86M	-$723K	1	0.77%	Reduced
2405	VNB Valley National Bancorp New York	$1.85M	-$8.36K	5	2.15%	Reduced
2406	EAM Evanson Asset Management Carmel, California	$1.83M	-$67.1K	3	0.75%	Reduced
2407	FLAM First Light Asset Management Edina, Minnesota	$1.82M	+$52.7K	1	1.25%	Increased
2408	IFB iAB Financial Bank Fort Wayne, Indiana	$1.81M	+$7.65K	3	1.62%	Increased
2409	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$1.81M	$0	3	3.13%	Maintained
2410	AW Alpha Windward Westwood, Massachusetts	$1.79M	-$616K	9	1.26%	Reduced
2411	CS Comerica Securities Detroit, Michigan	$1.79M	+$1.53M	4	0.6%	Increased
2412	GSC Ground Swell Capital Folly Beach, South Carolina	$1.78M	+$598K	49	3.36%	Increased
2413	PFA Paradigm Financial Advisors Des Peres, Missouri	$1.75M	-$26.6K	3	1.49%	Reduced
2414	EWP Edmunds White Partners Richmond, Virginia	$1.75M	+$1.58M	2	2.53%	Increased
2415	BWM Braver Wealth Management Needham, Massachusetts	$1.75M	-$622K	1	0.53%	Reduced
2416	GWM Graybill Wealth Management Elmhurst, Illinois	$1.73M	-$2.18M	1	1.33%	Reduced
2417	HI Hudock Inc Williamsport, Pennsylvania	$1.73M	+$46.7K	11	1.07%	Increased
2418	KWMG King Wealth Management Group Naples, Florida	$1.72M	+$271K	3	1.08%	Increased
2419	JCG JHL Capital Group Chicago, Illinois	$1.72M	+$1.74M	1	0.09%	New
2420	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$1.71M	+$8.02K	5	4.63%	Increased
2421	WFG Wills Financial Group Richmond, Virginia	$1.7M	+$11.8K	2	1.44%	Increased
2422	KPCM Kings Point Capital Management Great Neck, New York	$1.69M	+$10.6K	6	0.51%	Increased
2423	EA Elm Advisors Burlingame, California	$1.69M	-$14.9K	2	1.6%	Reduced
2424	FA FCG Advisors Chatham, New Jersey	$1.68M	+$292K	2	1.11%	Increased
2425	FI FCM Investments Dallas, Texas	$1.68M	+$23K	3	0.76%	Increased