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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	Heritage Wealth Advisors Richmond, Virginia	$2.76M	+$667K	5	1.86%	Increased
2477	SIM Sterling Investment Management Tucson, Arizona	$2.75M	-$92.1K	1	3.77%	Reduced
2478	FCIM Fairview Capital Investment Management Greenbrae, California	$2.75M	-$36.4K	3	0.22%	Reduced
2479	GPC Guardian Point Capital Charlottesville, Virginia	$2.75M	$0	1	2.23%	Maintained
2480	KP Keel Point Huntsville, Alabama	$2.75M	+$324K	4	1.18%	Increased
2481	WRBC W.R. Berkley Corp Greenwich, Connecticut	$2.73M	+$36.9K	1	0.37%	Increased
2482	KA Kovack Advisors Ft. Lauderdale, Florida	$2.73M	+$686K	5	1.45%	Increased
2483	ACM Armbruster Capital Management Pittsford, New York	$2.71M	-$71.5K	8	1.75%	Reduced
2484	VAM Visionary Asset Management Houston, Texas	$2.7M	-$292K	1	0.96%	Reduced
2485	BIM Barton Investment Management West Conshohocken, Pennsylvania	$2.7M	$0	4	0.98%	Maintained
2486	PA Probity Advisors Dallas, Texas	$2.69M	+$2.71M	2	1.21%	New
2487	Wealth Enhancement Advisory Services Plymouth, Minnesota	$2.69M	+$201K	2	0.49%	Increased
2488	CIP Capital Insight Partners Scottsdale, Arizona	$2.69M	-$617K	2	2.56%	Reduced
2489	GC Garde Capital Seattle, Washington	$2.67M	-$44.7K	1	0.87%	Reduced
2490	Waverly Advisors Birmingham, Alabama	$2.67M	-$41.2K	4	1.21%	Reduced
2491	Accredited Investors Edina, Minnesota	$2.67M	+$146K	4	0.73%	Increased
2492	PCI Pacifica Capital Investments Leander, Texas	$2.64M	-$36.6K	2	1.39%	Reduced
2493	CCM Cribstone Capital Management Augusta, Maine	$2.63M	-$276K	11	1.63%	Reduced
2494	JFA JNBA Financial Advisors Bloomington, Minnesota	$2.62M	+$270K	8	0.73%	Increased
2495	CC Cedar Capital Barrington, Illinois	$2.62M	-$88.5K	5	0.86%	Reduced
2496	IAS INR Advisory Services Media, Pennsylvania	$2.62M	$0	2	0.48%	Maintained
2497	SC Schulhoff & Co Cincinnati, Ohio	$2.62M	+$11.3K	2	1.63%	Increased
2498	IFB iAB Financial Bank Fort Wayne, Indiana	$2.62M	+$145K	3	1.68%	Increased
2499	JPMIA J.P. Marvel Investment Advisors Boston, Massachusetts	$2.62M	-$705K	1	0.92%	Reduced
2500	WRM Weybosset Research & Management Province, Rhode Island	$2.62M	-$24.1K	2	1.99%	Reduced