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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	ACM Armbruster Capital Management Pittsford, New York	$2.64M	-$139K	8	1.63%	Reduced
2527	CAM Cypress Asset Management Houston, Texas	$2.63M	+$575K	3	0.52%	Increased
2528	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$2.62M	+$97.6K	6	2.01%	Increased
2529	EA Efficient Advisors Mason, Ohio	$2.62M	+$2.38M	2	0.39%	New
2530	RFA Reilly Financial Advisors La Mesa, California	$2.62M	+$237K	23	0.46%	Increased
2531	Simplicity Solutions Minneapolis, Minnesota	$2.61M	+$1.06M	4	1.27%	Increased
2532	DIP DT Investment Partners Chadds Ford, Pennsylvania	$2.6M	+$111K	3	0.67%	Increased
2533	WRM Weybosset Research & Management Province, Rhode Island	$2.6M	-$4.21K	2	1.88%	Reduced
2534	EAM Evanson Asset Management Carmel, California	$2.59M	+$220K	3	0.74%	Increased
2535	Altimeter Capital Management Boston, Massachusetts	$2.59M	+$2.59M	1	0.17%	New
2536	GCMG Gyroscope Capital Management Group Naples, Florida	$2.58M	-$1.05M	3	1.93%	Reduced
2537	OAM Occidental Asset Management Burlingame, California	$2.58M	+$48.2K	5	2.1%	Increased
2538	HCP Holt Capital Partners Fort Worth, Texas	$2.56M	-$6.3K	2	1.01%	Reduced
2539	Heritage Wealth Advisors Richmond, Virginia	$2.55M	-$389K	4	1.77%	Reduced
2540	QCMC Quantum Capital Management (California) San Francisco, California	$2.55M	-$80.7K	4	0.71%	Reduced
2541	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$2.55M	-$626K	3	1.21%	Reduced
2542	GPC Guardian Point Capital Charlottesville, Virginia	$2.54M	-$201K	1	1.75%	Reduced
2543	Waverly Advisors Birmingham, Alabama	$2.54M	-$107K	4	1.06%	Reduced
2544	WA WESPAC Advisors Orinda, California	$2.54M	+$353K	3	2.88%	Increased
2545	BRA Blue Rock Advisors Wayzata, Minnesota	$2.54M	+$1.21M	4	5.62%	Increased
2546	CCP Cardan Capital Partners Denver, Colorado	$2.53M	-$40K	1	0.57%	Reduced
2547	FA FCG Advisors Chatham, New Jersey	$2.53M	+$421K	4	0.78%	Increased
2548	CCM Cribstone Capital Management Augusta, Maine	$2.53M	-$316K	14	1.56%	Reduced
2549	TPWA TRUE Private Wealth Advisors Salem, Oregon	$2.53M	-$46.4K	4	0.81%	Reduced
2550	Annex Advisory Services Brookfield, Wisconsin	$2.49M	-$105K	3	0.65%	Reduced