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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
2501	HCP Holt Capital Partners Fort Worth, Texas	$906K	+$870K	3	0.56%	New
2502	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$905K	+$6.64K	11	1.27%	Increased
2503	MS Marshall & Sullivan Seattle, Washington	$905K	$0	2	1.66%	Maintained
2504	UGIF US Global Investors Funds Portland, Maine	$905K	+$859K	2	0.16%	New
2505	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$905K	-$64.9K	2	0.16%	Reduced
2506	CAM Cypress Asset Management Houston, Texas	$895K	+$39.8K	1	0.16%	Increased
2507	Altimeter Capital Management Boston, Massachusetts	$886K	+$702K	1	0.11%	New
2508	LWM Lenox Wealth Management Cincinnati, Ohio	$885K	+$849K	6	0.59%	New
2509	WSA Willow Street Advisors Naples, Florida	$883K	-$1.76M	1	0.49%	Reduced
2510	MCMT Moon Capital Management (Tennessee) Knoxville, Tennessee	$881K	+$218K	2	1.27%	Increased
2511	SHWM Smith & Howard Wealth Management Atlanta, Georgia	$864K	-$87.6K	8	0.48%	Reduced
2512	CCM Credo Capital Management Baltimore, Maryland	$861K	-$1.18M	6	3.7%	Reduced
2513	AC Andromeda Capital White Plains, New York	$855K	+$831K	2	0.12%	New
2514	BEC Blue Edge Capital Richmond, Virginia	$844K	+$812K	1	0.62%	New
2515	New York Life Investment Management New York	$844K	+$65.6K	4	0.21%	Increased
2516	MLM Mount Lucas Management Newtown, Pennsylvania	$837K	+$67K	2	0.18%	Increased
2517	SC Sumit Capital New York	$834K	+$800K	4	1.49%	New
2518	BCM Beck Capital Management Austin, Texas	$830K	+$741K	2	0.67%	New
2519	FIG Fusion Investment Group Pittsburgh, Pennsylvania	$827K	+$799K	3	0.61%	New
2520	VCM Vigilant Capital Management Portland, Maine	$827K	+$86.1K	7	0.2%	Increased
2521	Bain Capital Investors Boston, Massachusetts	$823K	$0	1	0.01%	Maintained
2522	KF Kopp Funds Milwaukee, Wisconsin	$823K	+$791K	1	0.37%	New
2523	KIA Kopp Investment Advisors Bloomington, Minnesota	$823K	-$1.58M	1	0.37%	Reduced
2524	AWMDMG Austin W. Marxe & David M. Greenhouse New York	$814K	$0	2	0.09%	Maintained
2525	HHMI Howard Hughes Medical Institute Chevy Chase, Maryland	$813K	-$6.35M	4	0.12%	Reduced