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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	RCM Rutabaga Capital Management Boston, Massachusetts	$804K	-$911K	1	0.08%	Reduced
2552	BCM Beck Capital Management Austin, Texas	$803K	-$239K	1	0.53%	Reduced
2553	GS Gagnon Securities New York	$791K	-$7.8M	2	0.26%	Reduced
2554	SMG Spectrum Management Group Indianapolis, Indiana	$791K	+$7.21K	4	0.49%	Increased
2555	FWP FAS Wealth Partners Leawood, Kansas	$786K	+$31.8K	2	0.45%	Increased
2556	LWM Lenox Wealth Management Cincinnati, Ohio	$768K	-$94.1K	6	0.53%	Reduced
2557	CCS Crosspoint Capital Strategies Orinda, California	$765K	-$11M	7	0.29%	Reduced
2558	Annex Advisory Services Brookfield, Wisconsin	$757K	+$5.11K	2	0.26%	Increased
2559	KFA Kays Financial Advisory Atlanta, Georgia	$753K	+$102K	1	0.54%	Increased
2560	CAM Cypress Asset Management Houston, Texas	$752K	-$23.4K	1	0.13%	Reduced
2561	UBV United Bank (Virginia) Vienna, Virginia	$745K	+$27.2K	1	6.2%	Increased
2562	KA KLCM Advisors Milwaukee, Wisconsin	$743K	-$224K	1	0.17%	Reduced
2563	WCM Investment Management Laguna Beach, California	$743K	+$10.5K	2	0.02%	Increased
2564	Edgewood Management Greenwich, Connecticut	$742K	+$115K	2	0.01%	Increased
2565	SHWM Smith & Howard Wealth Management Atlanta, Georgia	$737K	$0	1	0.38%	Maintained
2566	NC NewSquare Capital Newtown Square, Pennsylvania	$734K	+$61.9K	7	0.26%	Increased
2567	CFG CKW Financial Group Honolulu, Hawaii	$724K	-$7.44K	13	0.39%	Reduced
2568	SCM Siphron Capital Management Beverly Hills, California	$724K	-$702K	7	2.46%	Reduced
2569	TDC Thompson Davis & Co Richmond, Virginia	$717K	-$450K	20	1.04%	Reduced
2570	LWA Lenox Wealth Advisors New York	$716K	-$36.9K	5	0.32%	Reduced
2571	QC QCM Cayman Houston, Texas	$710K	-$2.39M	2	0.34%	Reduced
2572	BGAM Boussard & Gavaudan Asset Management London, United Kingdom	$706K	+$235K	3	0.35%	Increased
2573	BWP BSW Wealth Partners Boulder, Colorado	$700K	-$3.78K	1	0.55%	Reduced
2574	PIM Parasol Investment Management Westmont, Illinois	$690K	+$357K	4	0.47%	Increased
2575	TAM Thornmark Asset Management Toronto, Ontario, Canada	$684K	$0	1	1.66%	Maintained