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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	KBG Kahn Brothers Group New York	$1.38M	+$762K	1	0.22%	Increased
2477	KA Kovack Advisors Ft. Lauderdale, Florida	$1.37M	+$1.18M	5	2.02%	Increased
2478	PG Proffitt & Goodson Knoxville, Tennessee	$1.37M	-$94.1K	1	0.84%	Reduced
2479	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$1.37M	-$2.22M	1	0.04%	Reduced
2480	FNYS First New York Securities New York	$1.37M	+$1.38M	5	0.96%	New
2481	WI Wedgewood Investors Erie, Pennsylvania	$1.36M	$0	2	1.41%	Maintained
2482	TT Tiedemann Trust Wilmington, Delaware	$1.34M	-$189K	2	0.12%	Reduced
2483	IAS INR Advisory Services Media, Pennsylvania	$1.34M	$0	2	0.28%	Maintained
2484	DCM Dinsmore Capital Management Morristown, New Jersey	$1.33M	$0	1	0.52%	Maintained
2485	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$1.32M	-$110K	11	0.23%	Reduced
2486	PIM Parasol Investment Management Westmont, Illinois	$1.32M	+$582K	4	0.92%	Increased
2487	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$1.32M	+$198K	3	0.2%	Increased
2488	LSC Lesa Sroufe & Co Seattle, Washington	$1.31M	-$3.26K	2	0.76%	Reduced
2489	Heritage Wealth Advisors Richmond, Virginia	$1.31M	+$202K	3	1.36%	Increased
2490	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$1.3M	$0	3	0.26%	Maintained
2491	UBV United Bank (Virginia) Vienna, Virginia	$1.3M	+$450K	1	6.16%	Increased
2492	Mariner Independent Advisor Network Overland Park, Kansas	$1.29M	-$46.1K	3	0.68%	Reduced
2493	OIM Orca Investment Management Roseburg, Oregon	$1.28M	+$84K	3	1.1%	Increased
2494	LM Luminus Management Houston, Texas	$1.27M	-$1.29M	2	0.04%	Reduced
2495	PCP Perimeter Capital Partners Atlanta, Georgia	$1.25M	-$9.49M	4	2.13%	Reduced
2496	TDC Thompson Davis & Co Richmond, Virginia	$1.25M	+$469K	34	1.61%	Increased
2497	Cooke & Bieler Philadelphia, Pennsylvania	$1.25M	-$70.2M	2	0.03%	Reduced
2498	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$1.23M	+$319K	2	0.63%	Increased
2499	I2I Insight 2811 Inc Chicago, Illinois	$1.23M	+$25K	3	0.53%	Increased
2500	MIG Mariner Investment Group Harrison, New York	$1.23M	+$891K	1	0.25%	Increased