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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	SCM Southport Capital Management Chattanooga, Tennessee	$2.16M	+$188K	3	1.31%	Increased
2502	GWM Graybill Wealth Management Elmhurst, Illinois	$2.16M	-$44.5K	1	1.6%	Reduced
2503	Hershey Trust Company Hershey, Pennsylvania	$2.16M	+$1.48M	2	0.03%	New
2504	RMAM Raab & Moskowitz Asset Management Chatham, New Jersey	$2.16M	-$69.7K	2	1.33%	Reduced
2505	BCM Beck Capital Management Austin, Texas	$2.15M	-$9.29K	3	1.15%	Reduced
2506	BCM Boyle Capital Management West Des Moines, Iowa	$2.15M	+$519K	1	2.16%	Increased
2507	SAM Sequent Asset Management Houston, Texas	$2.15M	-$20.3K	2	1.49%	Reduced
2508	DIP DT Investment Partners Chadds Ford, Pennsylvania	$2.14M	+$1.45M	3	0.56%	Increased
2509	IT Investors Trust Dallas, Texas	$2.14M	$0	2	6.69%	Maintained
2510	JFA JNBA Financial Advisors Bloomington, Minnesota	$2.13M	-$41.7K	11	0.81%	Reduced
2511	PWS Peloton Wealth Strategists Indianapolis, Indiana	$2.12M	+$34.6K	2	1.69%	Increased
2512	TNAM Terra Nova Asset Management New York	$2.12M	+$2.23M	2	1.74%	New
2513	TCM TCS Capital Management New York	$2.12M	-$489K	1	1.07%	Reduced
2514	IAS IMA Advisory Services Denver, Colorado	$2.11M	-$217K	2	1%	Reduced
2515	DLHL Donald L. Hagan LLC Sarasota, Florida	$2.1M	+$431K	3	1.96%	Increased
2516	Waverly Advisors Birmingham, Alabama	$2.1M	+$67.8K	8	1.29%	Increased
2517	HPA Hilltop Park Associates New York	$2.09M	+$2.14M	1	4.14%	New
2518	GAM Gemmer Asset Management Walnut Creek, California	$2.07M	-$87.3K	38	1.26%	Reduced
2519	LA Lau Associates Greenville, Delaware	$2.06M	+$22.7K	2	2.02%	Increased
2520	EDRS Edmond de Rothschild (Suisse) Geneva, Switzerland	$2.06M	+$2.11M	9	0.65%	New
2521	JIC JRM Investment Counsel Omaha, Nebraska	$2.06M	$0	1	1.78%	Maintained
2522	Koshinski Asset Management Decatur, Illinois	$2.05M	+$240K	4	1.3%	Increased
2523	SIM SSI Investment Management Los Angeles, California	$2.04M	-$240K	4	0.2%	Reduced
2524	ACM Alpha Capital Management Austin, Texas	$2.04M	+$1.62M	1	1.54%	Increased
2525	SFT Simmons First Trust Pine Bluff, Arkansas	$2.04M	-$25.9K	3	0.5%	Reduced