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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	CI Cavalier Investments Alpharetta, Georgia	$2.79M	+$488K	4	1.7%	Increased
2502	SWA Sutton Wealth Advisors Tampa, Florida	$2.79M	+$167K	33	2.55%	Increased
2503	LAM Lingohr Asset Management Duesseldorf, Germany	$2.78M	+$497K	2	2.51%	Increased
2504	SC Schulhoff & Co Cincinnati, Ohio	$2.77M	-$22.8K	2	1.71%	Reduced
2505	WRBC W.R. Berkley Corp Greenwich, Connecticut	$2.76M	$0	1	0.3%	Maintained
2506	ACM Axel Capital Management New York	$2.76M	$0	2	2.12%	Maintained
2507	CCM Chickasaw Capital Management Memphis, Tennessee	$2.75M	-$10.2K	4	0.06%	Reduced
2508	GKFF George Kaiser Family Foundation Tulsa, Oklahoma	$2.75M	-$695K	1	0.61%	Reduced
2509	RIM Regent Investment Management Louisville, Kentucky	$2.74M	-$201K	4	1.42%	Reduced
2510	NCIM New Century Investment Management Southfield, Michigan	$2.73M	-$1.93M	3	2.39%	Reduced
2511	ST Sentinel Trust Houston, Texas	$2.73M	-$1.4M	2	0.4%	Reduced
2512	QAM Quantres Asset Management Cayman, Cayman Islands	$2.73M	-$841K	6	1.69%	Reduced
2513	PI Pettee Investors Rowayton, Connecticut	$2.73M	+$19.3K	2	2.64%	Increased
2514	NERM New England Research & Management Chicago, Illinois	$2.72M	-$446K	4	2.28%	Reduced
2515	YP Yellowstone Partners Idaho Falls, Idaho	$2.71M	+$43.3K	3	0.99%	Increased
2516	EA Euclid Advisors Hartford, Connecticut	$2.7M	-$101M	3	15.55%	Reduced
2517	AW Alpha Windward Westwood, Massachusetts	$2.69M	-$422K	14	1.87%	Reduced
2518	Kovitz Investment Group Partners Chicago, Illinois	$2.69M	-$13.7K	2	0.17%	Reduced
2519	BCA Benchmark Capital Advisors New York	$2.67M	+$56.5K	2	2.02%	Increased
2520	CWM Confluence Wealth Management Portland, Oregon	$2.67M	-$10.4K	3	1.29%	Reduced
2521	BRF B. Riley Financial Los Angeles, California	$2.67M	$0	2	1.71%	Maintained
2522	FCM Fairbanks Capital Management Rancho Santa Fe, California	$2.67M	-$99.8K	1	2.87%	Reduced
2523	Accredited Investors Edina, Minnesota	$2.67M	-$196K	4	0.73%	Reduced
2524	MCP Moab Capital Partners Southampton, New York	$2.65M	-$6.89M	1	0.86%	Reduced
2525	SCM Southport Capital Management Chattanooga, Tennessee	$2.65M	+$445K	4	1.85%	Increased