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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	PG Patten Group Chattanooga, Tennessee	$2.35M	+$2.39M	3	1.14%	New
2477	SSCM Summit Street Capital Management New York	$2.35M	+$2.37M	1	2.31%	New
2478	TWA Tillar-Wenstrup Advisors Centerville, Ohio	$2.35M	+$37.8K	1	2.27%	Increased
2479	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$2.34M	-$643K	30	1.42%	Reduced
2480	ECM EagleClaw Capital Management Boston, Massachusetts	$2.33M	-$29.6K	3	1.54%	Reduced
2481	Waverly Advisors Birmingham, Alabama	$2.33M	-$1.6M	7	1.17%	Reduced
2482	RCM Reynolds Capital Management Las Vegas, Nevada	$2.31M	+$111K	7	1.93%	Increased
2483	BWM Braver Wealth Management Needham, Massachusetts	$2.31M	+$562K	1	0.47%	Increased
2484	HCA Horan Capital Advisors Cincinnati, Ohio	$2.31M	-$1.31M	2	1.91%	Reduced
2485	IFS Ifrah Financial Services Little Rock, Arkansas	$2.3M	-$109K	6	0.9%	Reduced
2486	HHGA Halbert Hargrove Global Advisors Long Beach, California	$2.29M	-$1.37M	6	1.14%	Reduced
2487	TBAM True Bearing Asset Management San Francisco, California	$2.28M	$0	1	1.13%	Maintained
2488	SignatureFD Atlanta, Georgia	$2.28M	+$280K	21	0.57%	Increased
2489	SMC S. Muoio & Co New York	$2.28M	+$2.3M	1	1.22%	New
2490	ACM Afton Capital Management Charlotte, North Carolina	$2.27M	+$2.05M	1	4.21%	New
2491	MM Midas Management New York	$2.27M	-$1.74M	2	1.19%	Reduced
2492	HCP Holt Capital Partners Fort Worth, Texas	$2.27M	+$10.2K	3	0.97%	Increased
2493	LCG Luxor Capital Group New York	$2.27M	+$2.31M	1	0.05%	New
2494	QCM Quadrant Capital Management Fairfield, New Jersey	$2.27M	+$40.7K	1	1.96%	Increased
2495	AI ArchPoint Investors Coral Gables, Florida	$2.27M	+$61.8K	2	1.68%	Increased
2496	LOCC Lombard Odier & Cie (Canada) Montreal, Quebec, Canada	$2.26M	-$2.62M	5	3.22%	Reduced
2497	SRAM Stone Ridge Asset Management New York	$2.25M	+$2.15M	9	4.72%	New
2498	MVA Mount Vernon Associates Baltimore, Maryland	$2.24M	+$235K	2	5.14%	Increased
2499	IT Investors Trust Dallas, Texas	$2.24M	-$1.3M	2	6.76%	Reduced
2500	GCM Glaxis Capital Management Sarasota, Florida	$2.23M	+$1.98M	1	4.78%	New