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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	KCPG Kavar Capital Partners Group Leawood, Kansas	$2.39M	+$27.3K	11	1.54%	Increased
2527	BIM Baldwin Investment Management West Conshohocken, Pennsylvania	$2.38M	+$348K	6	1.07%	Increased
2528	Mission Wealth Management Santa Barbara, California	$2.38M	+$436K	3	0.67%	Increased
2529	LCP Legacy Capital Partners Milwaukee, Wisconsin	$2.38M	+$152K	2	1.53%	Increased
2530	RIM Regent Investment Management Louisville, Kentucky	$2.38M	-$136K	3	1.27%	Reduced
2531	SCM Southport Capital Management Chattanooga, Tennessee	$2.37M	-$58.9K	4	1.53%	Reduced
2532	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$2.37M	-$216K	6	2%	Reduced
2533	PFM Premier Fund Managers Guildford, United Kingdom	$2.36M	+$2.08M	1	2.21%	New
2534	WFI West Family Investments Carlsbad, California	$2.35M	$0	1	0.6%	Maintained
2535	PCM Piermont Capital Management St. Louis, Missouri	$2.35M	+$391K	5	0.75%	Increased
2536	GBT Grove Bank & Trust Miami, Florida	$2.35M	+$2.3M	10	2.1%	New
2537	Tower Research Capital (TRC) New York	$2.34M	-$2.39M	74	0.38%	Reduced
2538	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$2.33M	+$2.7M	1	1.58%	New
2539	GCG Giovine Capital Group Santa Monica, California	$2.33M	-$1.4M	2	3.38%	Reduced
2540	CWM Confluence Wealth Management Portland, Oregon	$2.32M	-$327K	4	1.13%	Reduced
2541	HCP Holt Capital Partners Fort Worth, Texas	$2.31M	-$106K	2	1.04%	Reduced
2542	IFB iAB Financial Bank Fort Wayne, Indiana	$2.31M	+$85.6K	3	1.68%	Increased
2543	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$2.3M	-$11.6K	3	1.44%	Reduced
2544	CNFG Creegan & Nassoura Financial Group Portsmouth, New Hampshire	$2.3M	-$28.2K	2	2.62%	Reduced
2545	IFS Ifrah Financial Services Little Rock, Arkansas	$2.3M	-$77K	4	0.91%	Reduced
2546	RCM Raging Capital Management Rocky Hill, New Jersey	$2.28M	-$1.55M	1	0.35%	Reduced
2547	LPU Lansdowne Partners (UK) London, United Kingdom	$2.27M	+$508K	1	0.02%	Increased
2548	CASB Cape Ann Savings Bank Glocuster, Massachusetts	$2.26M	-$123K	2	3.11%	Reduced
2549	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$2.26M	-$6.23M	29	2.48%	Reduced
2550	HP Harbourvest Partners Boston, Massachusetts	$2.26M	+$957K	3	0.83%	Increased