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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	FHC Forest Hill Capital Little Rock, Arkansas	$2.28M	$0	1	0.31%	Maintained
2552	PAM PVG Asset Management Golden, Colorado	$2.28M	+$2.31M	1	0.94%	New
2553	TL TowerView LLC New York	$2.28M	$0	1	1.05%	Maintained
2554	QCM Quadrant Capital Management Fairfield, New Jersey	$2.27M	+$157K	1	1.92%	Increased
2555	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$2.27M	+$3.85K	3	1.25%	Increased
2556	SSCM Summit Street Capital Management New York	$2.27M	$0	1	2.53%	Maintained
2557	PCP Proficio Capital Partners Newton, Massachusetts	$2.26M	+$788K	34	1.42%	Increased
2558	HCM Hengehold Capital Management Cincinnati, Ohio	$2.25M	-$532K	2	0.73%	Reduced
2559	GWM Graybill Wealth Management Elmhurst, Illinois	$2.25M	-$43.6K	1	2.08%	Reduced
2560	QC QCM Cayman Houston, Texas	$2.25M	+$1.19M	6	0.98%	Increased
2561	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$2.24M	-$3.71K	30	2.28%	Reduced
2562	CSA Cottage Street Advisors Marion, Massachusetts	$2.23M	-$86.1K	2	1.81%	Reduced
2563	NCA NCM Capital Advisers Durham, North Carolina	$2.22M	-$156K	6	6.37%	Reduced
2564	KCPG Kavar Capital Partners Group Leawood, Kansas	$2.21M	-$19.2K	2	1.43%	Reduced
2565	AIA Allegis Investment Advisors Idaho Falls, Idaho	$2.2M	+$352K	2	1.11%	Increased
2566	EAM Evanson Asset Management Carmel, California	$2.2M	-$228K	3	0.66%	Reduced
2567	LIM Lorem Ipsum Management New York	$2.19M	-$13.8M	2	4.73%	Reduced
2568	IR Invictus RG Hamilton, Bermuda	$2.19M	+$343K	22	2.32%	Increased
2569	LMAM Legg Mason Asset Management Tokyo, Japan	$2.18M	-$57.1K	3	2.34%	Reduced
2570	IFS Ifrah Financial Services Little Rock, Arkansas	$2.17M	-$55.4K	4	0.87%	Reduced
2571	WA WESPAC Advisors Orinda, California	$2.17M	+$257K	2	2.24%	Increased
2572	WFI West Family Investments Carlsbad, California	$2.17M	$0	1	0.4%	Maintained
2573	CNFG Creegan & Nassoura Financial Group Portsmouth, New Hampshire	$2.17M	-$46.8K	2	2.56%	Reduced
2574	AI ArchPoint Investors Coral Gables, Florida	$2.14M	+$10.6K	5	1.22%	Increased
2575	KCM Karp Capital Management Sausalito, California	$2.14M	+$80.3K	1	1.42%	Increased