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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
2551	GC Gratry & Company Beachwood, Ohio	$646K	-$139K	1	0.21%	Reduced
2552	SA SRH Advisors Salina, Kansas	$644K	+$616K	4	6.34%	New
2553	LWA Lenox Wealth Advisors New York	$643K	+$194K	8	0.45%	Increased
2554	SRCM Swift Run Capital Management Charlottesville, Virginia	$641K	+$622K	1	0.51%	New
2555	UBV United Bank (Virginia) Vienna, Virginia	$637K	+$1.02K	1	5.41%	Increased
2556	PAM Premier Asset Management Chicago, Illinois	$634K	$0	1	0.17%	Maintained
2557	PG Portola Group San Jose, California	$633K	+$377K	3	0.41%	Increased
2558	MRM Michael R. Murphy	$629K	+$554K	1	0.24%	New
2559	GCM Glaxis Capital Management Sarasota, Florida	$624K	-$3.49M	1	1.34%	Reduced
2560	MWP Moller Wealth Partners	$624K	$0	1	0.34%	Maintained
2561	NC NewSquare Capital Newtown Square, Pennsylvania	$617K	+$15.3K	4	0.3%	Increased
2562	KBG Kahn Brothers Group New York	$616K	$0	1	0.11%	Maintained
2563	MCM Moon Capital Management New York	$614K	-$631K	1	0.37%	Reduced
2564	ESBC E.S. Barr & Co Lexington, Kentucky	$613K	+$190K	2	0.08%	Increased
2565	HM Harvest Management New York	$611K	-$595K	2	0.9%	Reduced
2566	SCM Steward Capital Management Bloomfield Hills, Michigan	$610K	$0	1	0.94%	Maintained
2567	TFCP Twin Focus Capital Partners Boston, Massachusetts	$606K	+$274K	2	0.6%	Increased
2568	TT Tiedemann Trust Wilmington, Delaware	$605K	-$272K	2	0.09%	Reduced
2569	LFG LifePlan Financial Group Dayton, Ohio	$603K	+$10.7K	7	0.41%	Increased
2570	APCM Arbiter Partners Capital Management New York	$599K	-$127K	1	0.08%	Reduced
2571	RVP Relative Value Partners Northbrook, Illinois	$597K	-$2.51K	1	0.08%	Reduced
2572	IIA IPG Investment Advisors San Diego, California	$591K	+$580K	2	0.31%	New
2573	NEPWA New England Private Wealth Advisors Wellesley, Massachusetts	$589K	+$26.4K	2	0.27%	Increased
2574	BC Barnett & Company Chattanooga, Tennessee	$585K	$0	1	0.27%	Maintained
2575	LCM Landscape Capital Management Englewood, New Jersey	$581K	+$643K	2	0.53%	New