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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	MCC Malaga Cove Capital Pv Estates, California	$1.73M	-$1.31M	1	1.44%	Reduced
2427	Brookstone Capital Management Wheaton, Illinois	$1.72M	+$364K	5	0.35%	Increased
2428	HHGA Halbert Hargrove Global Advisors Long Beach, California	$1.72M	+$24K	4	0.52%	Increased
2429	SignatureFD Atlanta, Georgia	$1.71M	-$14.6K	15	0.59%	Reduced
2430	PFA Paradigm Financial Advisors Des Peres, Missouri	$1.68M	+$283K	3	1.43%	Increased
2431	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$1.68M	-$483K	3	1.8%	Reduced
2432	IFB iAB Financial Bank Fort Wayne, Indiana	$1.68M	-$111K	3	1.45%	Reduced
2433	IIA IPG Investment Advisors San Diego, California	$1.66M	+$413K	3	0.72%	Increased
2434	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$1.63M	+$19.8K	5	4.19%	Increased
2435	HC Hawkins Capital Houston, Texas	$1.62M	-$905K	1	0.22%	Reduced
2436	EA Elm Advisors Burlingame, California	$1.61M	-$9.36K	2	1.5%	Reduced
2437	KPCM Kings Point Capital Management Great Neck, New York	$1.61M	+$320K	7	0.48%	Increased
2438	PBT Pictet Bank & Trust Nassau, Bahamas	$1.6M	-$443K	3	0.63%	Reduced
2439	HI Hudock Inc Williamsport, Pennsylvania	$1.6M	-$7.32K	11	1.82%	Reduced
2440	WFG Wills Financial Group Richmond, Virginia	$1.59M	+$42.2K	2	1.32%	Increased
2441	CCB Cutter & Co Brokerage Ballwin, Missouri	$1.58M	-$21.1K	2	0.58%	Reduced
2442	AC Amiya Capital London, United Kingdom	$1.58M	+$1.34M	1	0.89%	New
2443	SMC Smith, Moore & Co Clayton, Missouri	$1.57M	+$189K	4	0.95%	Increased
2444	LCM Levitt Capital Management Boca Raton, Florida	$1.55M	-$6.53M	6	3.71%	Reduced
2445	FI FCM Investments Dallas, Texas	$1.55M	-$32.9K	2	0.71%	Reduced
2446	KIA Kopp Investment Advisors Bloomington, Minnesota	$1.54M	+$770K	2	0.71%	Increased
2447	Empirical Wealth Management Seattle, Washington	$1.53M	+$229K	2	0.38%	Increased
2448	CCM Courage Capital Management Nashville, Tennessee	$1.53M	+$1.82M	1	0.98%	New
2449	BCM BlueMar Capital Management Miami, Florida	$1.51M	-$2.67M	1	1.26%	Reduced
2450	DFIM Detwiler Fenton Investment Management Boston, Massachusetts	$1.51M	-$508K	3	1.22%	Reduced