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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	WCM Washington Capital Management Seattle, Washington	$3.21M	+$481K	7	4.42%	Increased
2452	CIM Cetera Investment Management El Segundo, California	$3.21M	-$510K	3	2.06%	Reduced
2453	BW Bison Wealth Atlanta, Georgia	$3.2M	-$2.65M	5	2.71%	Reduced
2454	Ronald Blue & Co Roswell, Georgia	$3.19M	+$38.4K	3	0.13%	Increased
2455	FHC First Heartland Consultants Lake St. Louis, Missouri	$3.18M	+$617K	4	0.92%	Increased
2456	LC Lincoln Capital Lincoln, Nebraska	$3.16M	-$3.33K	2	2.33%	Reduced
2457	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$3.14M	-$243K	3	1.36%	Reduced
2458	IFB iAB Financial Bank Fort Wayne, Indiana	$3.14M	+$380K	3	1.85%	Increased
2459	F Filament Seattle, Washington	$3.13M	-$506K	1	1.45%	Reduced
2460	DA DSC Advisors Chicago, Illinois	$3.12M	-$1.02M	6	1.89%	Reduced
2461	Northeast Financial Consultants Westport, Connecticut	$3.09M	+$272K	6	1.3%	Increased
2462	NBG Nancy B. Gardiner	$3.08M	+$725K	4	7.89%	Increased
2463	JCM Jacobi Capital Management Pittston, Pennsylvania	$3.07M	+$51.5K	17	1.45%	Increased
2464	HA Hamel Associates Chatham, New Jersey	$3.07M	+$51.6K	3	1.62%	Increased
2465	MLM Mount Lucas Management Newtown, Pennsylvania	$3.06M	+$2.97M	2	0.55%	Increased
2466	VCM Versant Capital Management Phoenix, Arizona	$3.06M	+$311K	41	1.74%	Increased
2467	SFA Stewardship Financial Advisors Stockbridge, Georgia	$3.05M	+$6.67K	2	1.96%	Increased
2468	SIM Sterling Investment Management Tucson, Arizona	$3.05M	-$49.2K	1	4.46%	Reduced
2469	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$3.05M	+$311K	29	1.73%	Increased
2470	PCM Princeton Capital Management Red Bank, New Jersey	$3.05M	-$282K	2	3.76%	Reduced
2471	RCP Rothschild Capital Partners New York	$3.04M	-$4.62M	1	1.09%	Reduced
2472	KCM Karp Capital Management Sausalito, California	$3.03M	+$1.04M	2	1.94%	Increased
2473	Empirical Wealth Management Seattle, Washington	$3.02M	+$314K	3	0.79%	Increased
2474	LVP Limestone Value Partners Houston, Texas	$3.02M	-$2.52M	1	4.71%	Reduced
2475	CBA Coastal Bridge Advisors Westport, Connecticut	$3M	+$13.7K	3	1.46%	Increased