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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
2476	Brookstone Capital Management Wheaton, Illinois	$1.06M	+$1.02M	3	0.31%	New
2477	BCM Brightfield Capital Management New York	$1.06M	-$1.2M	1	1.47%	Reduced
2478	TMC Trellus Management Company Delray Beach, Florida	$1.06M	-$3.59K	1	1.28%	Reduced
2479	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$1.05M	+$1.03M	2	0.72%	New
2480	FAM Fiduciary Asset Management St. Louis, Missouri	$1.05M	-$8.52M	1	0.24%	Reduced
2481	LFR Lehman Financial Resources Media, Pennsylvania	$1.03M	+$108K	6	0.64%	Increased
2482	ZTNA Zions Trust National Association Salt Lake City, Utah	$1.02M	+$32.7K	4	1.4%	Increased
2483	MCF Advisors Covington, Kentucky	$1.02M	+$97.7K	7	0.36%	Increased
2484	EEG E.E. Geduld	$1.01M	-$2.85M	3	0.49%	Reduced
2485	NSAA Noroian Steven A & Associates Lafayette, California	$1.01M	-$11.8K	1	3.5%	Reduced
2486	KCP Kenmare Capital Partners New York	$1M	-$1.56M	1	0.43%	Reduced
2487	YCM Yorkville Capital Management New York	$1M	+$916K	1	0.8%	New
2488	MG MDE Group Morristown, New Jersey	$989K	+$222K	2	0.17%	Increased
2489	ACM Aviance Capital Management Sarasota, Florida	$985K	+$145K	6	0.52%	Increased
2490	Empirical Wealth Management Seattle, Washington	$970K	-$193K	1	0.27%	Reduced
2491	EP Elkhorn Partners Omaha, Nebraska	$969K	-$309K	2	0.63%	Reduced
2492	RPA Rock Point Advisors Burlington, Vermont	$969K	-$8.34M	2	0.43%	Reduced
2493	QC QCM Cayman Houston, Texas	$963K	+$657K	1	0.31%	Increased
2494	CA Capital Advantage Walnut Creek, California	$959K	+$929K	2	0.64%	New
2495	DOA D'Orazio & Associates Falls Church, Virginia	$957K	+$918K	4	0.81%	New
2496	DA Dunvegan Associates Santa Barbara, California	$947K	-$63.5K	2	0.78%	Reduced
2497	BIG Blackthorn Investment Group Overland Park, Kansas	$945K	-$1.95M	2	0.35%	Reduced
2498	DWA Dorsey Wright & Associates Pasadena, California	$933K	-$462K	1	0.14%	Reduced
2499	GEM Global Endowment Management Charlotte, North Carolina	$931K	-$4.38M	3	0.19%	Reduced
2500	Magnetar Financial Evanston, Illinois	$931K	-$44.7M	2	0.02%	Reduced