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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	Lido Advisors Los Angeles, California	$3.09M	+$215K	6	0.95%	Increased
2427	DCM Delta Capital Management Red Bank, New Jersey	$3.07M	-$432K	2	2.36%	Reduced
2428	GKFF George Kaiser Family Foundation Tulsa, Oklahoma	$3.07M	$0	1	0.76%	Maintained
2429	MIM Miller Investment Management West Conshohocken, Pennsylvania	$3.07M	+$26K	3	1.18%	Increased
2430	HCM Herndon Capital Management Atlanta, Georgia	$3.05M	-$3.21M	18	0.12%	Reduced
2431	Mission Wealth Management Santa Barbara, California	$3.04M	+$494K	3	0.81%	Increased
2432	LPC Loeb Partners Corp New York	$3.03M	+$1.11M	3	1%	Increased
2433	EDRS Edmond de Rothschild (Suisse) Geneva, Switzerland	$3.03M	+$799K	8	1%	Increased
2434	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$3.03M	-$50.8K	3	1.26%	Reduced
2435	CC Cadinha & Co Honolulu, Hawaii	$3.02M	+$35.1K	2	0.65%	Increased
2436	SST S Squared Technology New York	$3M	-$2.58M	2	3.15%	Reduced
2437	Ronald Blue & Co Roswell, Georgia	$2.99M	-$166K	3	0.14%	Reduced
2438	MFW Mosaic Family Wealth St. Louis, Missouri	$2.98M	+$469K	15	1.44%	Increased
2439	SCM Stanley Capital Management Houston, Texas	$2.98M	$0	1	3%	Maintained
2440	RIM Reliant Investment Management Memphis, Tennessee	$2.98M	+$262K	2	2.71%	Increased
2441	PCM Princeton Capital Management Red Bank, New Jersey	$2.98M	+$1.37M	2	3.4%	Increased
2442	NERM New England Research & Management Chicago, Illinois	$2.98M	+$431K	3	2.56%	Increased
2443	TBA Train Babcock Advisors New York	$2.97M	-$69.6K	2	1.18%	Reduced
2444	I2I Insight 2811 Inc Chicago, Illinois	$2.97M	-$76.9K	3	1.14%	Reduced
2445	CP Corbenic Partners Bethlehem, Pennsylvania	$2.95M	-$177K	3	3.03%	Reduced
2446	Private Management Group Irvine, California	$2.95M	-$917K	1	0.19%	Reduced
2447	HCA Horan Capital Advisors Cincinnati, Ohio	$2.95M	+$81.6K	2	2.39%	Increased
2448	AW Alpha Windward Westwood, Massachusetts	$2.94M	+$1.1M	13	2.13%	Increased
2449	BA BKS Advisors Southfield, Michigan	$2.93M	+$1.11M	5	1.51%	Increased
2450	HW Hedeker Wealth Lincolnshire, Illinois	$2.92M	+$2.87M	2	2.55%	Increased