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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	CCM Courage Capital Management Nashville, Tennessee	$2.38M	$0	1	1.3%	Maintained
2477	BSWMG Barrington Strategic Wealth Management Group Chicago, Illinois	$2.37M	-$624K	1	1.43%	Reduced
2478	HCA Horan Capital Advisors Cincinnati, Ohio	$2.35M	+$151K	2	1.98%	Increased
2479	PG Patten Group Chattanooga, Tennessee	$2.35M	+$460K	16	1.12%	Increased
2480	RIM Reliant Investment Management Memphis, Tennessee	$2.34M	+$67.8K	2	2.13%	Increased
2481	WGCA Wolf Group Capital Advisors Fairfax, Virginia	$2.34M	$0	1	1.56%	Maintained
2482	CASB Cape Ann Savings Bank Glocuster, Massachusetts	$2.34M	-$202K	2	3.32%	Reduced
2483	DAM Doheny Asset Management Los Angeles, California	$2.31M	+$587K	3	1.04%	Increased
2484	NFG Nadler Financial Group Deerfield, Illinois	$2.3M	-$59.6K	3	1.09%	Reduced
2485	IFB iAB Financial Bank Fort Wayne, Indiana	$2.29M	+$212K	4	1.57%	Increased
2486	CNFG Creegan & Nassoura Financial Group Portsmouth, New Hampshire	$2.28M	-$37.3K	2	2.37%	Reduced
2487	MUFG Securities EMEA London, United Kingdom	$2.27M	-$832K	2	0.38%	Reduced
2488	ECM EagleClaw Capital Management Boston, Massachusetts	$2.27M	-$31.1K	3	1.45%	Reduced
2489	PCM Piermont Capital Management St. Louis, Missouri	$2.27M	-$2.33M	5	0.68%	Reduced
2490	HCP Holt Capital Partners Fort Worth, Texas	$2.26M	-$108K	3	0.91%	Reduced
2491	3NC 300 North Capital Pasadena, California	$2.25M	-$44.7M	5	13.75%	Reduced
2492	SAMT Select Asset Management & Trust Mechanicsburg, Pennsylvania	$2.24M	-$1.73M	1	1.95%	Reduced
2493	Quadrature Capital London, United Kingdom	$2.22M	-$860K	5	2.01%	Reduced
2494	NVIM New Vernon Investment Management Highland Park, Illinois	$2.22M	+$485K	2	1.52%	Increased
2495	BHB Bank Hapoalim BM Tel Aviv, Israel	$2.21M	+$592K	3	0.43%	Increased
2496	PCA Private Capital Advisors Darien, Connecticut	$2.2M	$0	4	0.72%	Maintained
2497	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$2.19M	-$152K	27	1.3%	Reduced
2498	MCP Moab Capital Partners Southampton, New York	$2.19M	+$1.7M	1	0.65%	Increased
2499	BWM Braver Wealth Management Needham, Massachusetts	$2.18M	+$2.65K	1	0.53%	Increased
2500	WAS Winch Advisory Services Appleton, Wisconsin	$2.17M	+$201K	4	1.18%	Increased