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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
2451	JWS Juncture Wealth Strategies Scottsdale, Arizona	$2.92M	+$205K	4	2.08%	Increased
2452	GIM Groesbeck Investment Management Paramus, New Jersey	$2.9M	+$150K	4	2.12%	Increased
2453	CBA Coastal Bridge Advisors Westport, Connecticut	$2.89M	+$152K	3	1.51%	Increased
2454	SFA Stewardship Financial Advisors Stockbridge, Georgia	$2.89M	+$1.3M	2	1.97%	Increased
2455	LOT Lombard Odier Transatlantic Montreal, Quebec, Canada	$2.88M	+$33.9K	4	3.02%	Increased
2456	JCM Jacobi Capital Management Pittston, Pennsylvania	$2.87M	+$2.81M	16	1.43%	New
2457	HJMC Hellman Jordan Management Company Quincy, Massachusetts	$2.86M	-$976K	3	5.78%	Reduced
2458	FFA Fragasso Financial Advisors Sewickley, Pennsylvania	$2.86M	+$20.7K	1	1.07%	Increased
2459	HP Harbourvest Partners Boston, Massachusetts	$2.85M	+$1.91M	2	1.37%	Increased
2460	LC Lincoln Capital Lincoln, Nebraska	$2.84M	-$15.2K	2	2.13%	Reduced
2461	GCM GoodHaven Capital Management Millburn, New Jersey	$2.84M	$0	1	0.98%	Maintained
2462	ACM Axel Capital Management New York	$2.83M	$0	2	2.51%	Maintained
2463	Needham Investment Management New York	$2.82M	+$32.7K	4	0.78%	Increased
2464	FWM Focused Wealth Management Newburgh, New York	$2.82M	-$35K	14	1.3%	Reduced
2465	ACM Addison Clark Management Stamford, Connecticut	$2.81M	-$2.11M	1	4.44%	Reduced
2466	RIM Regent Investment Management Louisville, Kentucky	$2.81M	+$137K	4	1.53%	Increased
2467	CCM Chickasaw Capital Management Memphis, Tennessee	$2.81M	-$9.58K	4	0.07%	Reduced
2468	FCM Fairbanks Capital Management Rancho Santa Fe, California	$2.8M	+$2.63M	1	3.36%	New
2469	LA Linden Advisors New York	$2.8M	+$2.84M	1	0.12%	New
2470	HA Hamel Associates Chatham, New Jersey	$2.79M	-$11.7K	3	1.45%	Reduced
2471	LCM Lucas Capital Management Red Bank, New Jersey	$2.77M	-$273K	3	1.96%	Reduced
2472	BCM Boyle Capital Management West Des Moines, Iowa	$2.77M	-$344K	1	3.37%	Reduced
2473	PM Parametrica Management Wanchai, Hong Kong	$2.77M	+$1.4M	9	4.14%	Increased
2474	BOS Bank of Stockton Stockton, California	$2.76M	+$20.7K	5	1.47%	Increased
2475	BCM BlueMar Capital Management Miami, Florida	$2.76M	+$2.72M	1	1.33%	New