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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
2576	MWP Moller Wealth Partners	$674K	-$208K	1	0.31%	Reduced
2577	APCM Arbiter Partners Capital Management New York	$667K	+$80.9K	1	0.07%	Increased
2578	Brinker Capital Investments Berwyn, Pennsylvania	$663K	-$1.37M	3	0.02%	Reduced
2579	FC FCA Corp Houston, Texas	$656K	-$560K	2	0.36%	Reduced
2580	EP Elkhorn Partners Omaha, Nebraska	$648K	-$40.5K	2	0.37%	Reduced
2581	IOOF Independent Order of Foresters Toronto, Ontario, Canada	$634K	$0	1	0.57%	Maintained
2582	NEPWA New England Private Wealth Advisors Wellesley, Massachusetts	$633K	+$24.2K	2	0.26%	Increased
2583	WA WESPAC Advisors Orinda, California	$632K	-$636K	2	0.72%	Reduced
2584	YCM Yorkville Capital Management New York	$632K	-$214K	1	0.39%	Reduced
2585	VF Virtu Financial New York	$631K	-$519K	1	0.08%	Reduced
2586	DIP DT Investment Partners Chadds Ford, Pennsylvania	$626K	+$70.6K	1	0.21%	Increased
2587	CCP Centaur Capital Partners Southlake, Texas	$625K	+$95K	1	0.88%	Increased
2588	MCMT Moon Capital Management (Tennessee) Knoxville, Tennessee	$622K	-$252K	1	0.98%	Reduced
2589	NCA New Century Advisors Chevy Chase, Maryland	$622K	-$3.24M	1	0.52%	Reduced
2590	NEIRG New England Investment & Retirement Group North Andover, Massachusetts	$620K	+$582K	1	0.34%	New
2591	GC Gratry & Company Beachwood, Ohio	$616K	-$15.2K	1	0.24%	Reduced
2592	SCA Stillwater Capital Advisors Devon, Pennsylvania	$616K	-$6.92K	1	0.21%	Reduced
2593	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$600K	-$8K	2	0.4%	Reduced
2594	KBG Kahn Brothers Group New York	$591K	-$4.68K	1	0.09%	Reduced
2595	SCM Steward Capital Management Bloomfield Hills, Michigan	$590K	$0	1	1.25%	Maintained
2596	VFP Verus Financial Partners Richmond, Virginia	$589K	-$3.28K	2	0.33%	Reduced
2597	RVP Relative Value Partners Northbrook, Illinois	$583K	$0	1	0.07%	Maintained
2598	FMA Fiduciary Management Associates Chicago, Illinois	$576K	+$535K	1	0.04%	New
2599	SC Scholtz & Company Stamford, Connecticut	$576K	-$418K	2	0.55%	Reduced
2600	ACM Artis Capital Management San Francisco, California	$571K	+$264K	1	4.32%	Increased