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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
2526	FUBT First United Bank & Trust Oakland, Maryland	$1.01M	-$121K	2	1.06%	Reduced
2527	AIA Arbor Investment Advisors Winston Salem, North Carolina	$1M	-$30.9K	3	0.54%	Reduced
2528	CAM Castlerock Asset Management New York	$988K	-$1.81M	1	2.88%	Reduced
2529	NA NSB Advisors Fishkill, New York	$979K	-$103K	2	0.68%	Reduced
2530	RPA Rock Point Advisors Burlington, Vermont	$978K	-$35.1K	2	0.43%	Reduced
2531	Modera Wealth Management Westwood, New Jersey	$973K	+$37.6K	1	0.44%	Increased
2532	DOA D'Orazio & Associates Falls Church, Virginia	$961K	+$41	4	0.72%	Increased
2533	Karpus Investment Management Pittsford, New York	$949K	$0	2	0.05%	Maintained
2534	Bain Capital Investors Boston, Massachusetts	$928K	$0	1	0.01%	Maintained
2535	PAG Pinnacle Advisory Group Columbia, Maryland	$923K	-$818K	2	0.11%	Reduced
2536	ESBC E.S. Barr & Co Lexington, Kentucky	$904K	+$288K	3	0.11%	Increased
2537	EML Eos Management LP New York	$902K	-$593K	1	0.25%	Reduced
2538	AGM Alpine Global Management New York	$896K	-$1.74M	2	0.26%	Reduced
2539	TFO Tarbox Family Office Newport Beach, California	$889K	-$11.3K	15	0.79%	Reduced
2540	CAL Capital Advisors Ltd Shaker Heights, Ohio	$886K	-$217K	4	0.5%	Reduced
2541	SA SRH Advisors Salina, Kansas	$868K	$0	5	6.83%	Maintained
2542	VCM Vigilant Capital Management Portland, Maine	$862K	-$18.8K	7	0.19%	Reduced
2543	SNS Financial Group Minneapolis, Minnesota	$854K	+$603K	2	0.34%	Increased
2544	CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota	$851K	$0	1	0.17%	Maintained
2545	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$843K	-$7.43K	2	0.58%	Reduced
2546	HCP Holt Capital Partners Fort Worth, Texas	$839K	$0	3	0.45%	Maintained
2547	New York Life Investment Management New York	$827K	+$30.5K	3	0.14%	Increased
2548	HF Hoxton Financial Shepherdstown, West Virginia	$822K	$0	6	0.35%	Maintained
2549	BEC Blue Edge Capital Richmond, Virginia	$816K	$0	1	0.55%	Maintained
2550	BCM Basso Capital Management Stamford, Connecticut	$813K	+$756K	1	0.14%	New