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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
2426	FMP Financial Management Professionals Austin, Texas	$266K	-$4.36K	5	0.16%	Reduced
2427	ZF Zhang Financial Portage, Michigan	$263K	$0	1	0.21%	Maintained
2428	Iconiq Capital San Francisco, California	$260K	+$260K	1	0.19%	New
2429	PFG Piershale Financial Group Barrington, Illinois	$255K	+$42.7K	4	0.23%	Increased
2430	WCM Weyland Capital Management Portsmouth, New Hampshire	$253K	$0	1	0.26%	Maintained
2431	VOAM Vertex One Asset Management Vancouver, British Columbia, Canada	$250K	+$247K	1	0.03%	New
2432	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$246K	$0	1	0.1%	Maintained
2433	NCM Newgate Capital Management Greenwich, Connecticut	$243K	+$243K	1	0.04%	New
2434	BL Bolton LP Greenwich, Connecticut	$240K	+$262K	1	0.07%	New
2435	CFA Camarda Financial Advisors Fleming Island, Florida	$239K	-$1.37M	3	0.31%	Reduced
2436	MAM Marquette Asset Management Minneapolis, Minnesota	$239K	$0	1	0.11%	Maintained
2437	SAM Shikiar Asset Management New York	$234K	$0	1	0.12%	Maintained
2438	BOIA Bush ODonnell Investment Advisors St Louis, Missouri	$229K	$0	1	0.11%	Maintained
2439	KA Kovack Advisors Ft. Lauderdale, Florida	$228K	-$189K	1	1.17%	Reduced
2440	WCM Weatherstone Capital Management Denver, Colorado	$223K	$0	1	0.06%	Maintained
2441	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$222K	$0	1	0.01%	Maintained
2442	FBFS First Business Financial Services Madison, Wisconsin	$220K	+$218K	1	0.12%	New
2443	Pathstone Family Office Englewood, New Jersey	$219K	-$70.2K	9	0.95%	Reduced
2444	CG Corundum Group Colorado Springs, Colorado	$215K	+$132	1	1.2%	Increased
2445	SIM Sigma Investment Management Portland, Oregon	$214K	$0	1	0.15%	Maintained
2446	CHFS Cobble Hill Financial Services Moorestown, New Jersey	$209K	-$220K	1	0.04%	Reduced
2447	SR Sloane Robinson London, United Kingdom	$207K	+$193K	1	0.18%	New
2448	WCM Wallace Capital Management Dallas, Texas	$203K	$0	1	0.06%	Maintained
2449	AWM Affinity Wealth Management Wilmington, Delaware	$202K	$0	1	0.09%	Maintained
2450	PG Portola Group San Jose, California	$202K	+$198K	1	0.12%	New