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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	FI FCM Investments Dallas, Texas	$1.75M	$0	3	0.82%	Maintained
2577	TCM TCS Capital Management New York	$1.74M	-$80.3K	1	1.1%	Reduced
2578	DFIM Detwiler Fenton Investment Management Boston, Massachusetts	$1.73M	-$8.03K	2	1.96%	Reduced
2579	SFI SPC Financial Inc Rockville, Maryland	$1.73M	-$3.22M	2	0.5%	Reduced
2580	VF Virtu Financial New York	$1.73M	-$3.2M	3	0.21%	Reduced
2581	LS Lupo Securities Chicago, Illinois	$1.72M	+$1.71M	8	0.84%	New
2582	CCM Condor Capital Management Martinsville, New Jersey	$1.72M	-$2.47M	4	0.47%	Reduced
2583	Hawk Ridge Capital Management Los Angeles, California	$1.71M	+$52.4K	1	2.03%	Increased
2584	MIP Marietta Investment Partners Milwaukee, Wisconsin	$1.7M	-$217K	2	0.68%	Reduced
2585	SG StepStone Group La Jolla, California	$1.7M	+$1.78M	2	0.39%	Increased
2586	PBT Pictet Bank & Trust Nassau, Bahamas	$1.69M	$0	3	0.65%	Maintained
2587	CCM Carlson Capital Management Northfield, Minnesota	$1.69M	-$209K	2	0.68%	Reduced
2588	FNB Farmers National Bank Danville, Kentucky	$1.68M	+$1.72M	2	1.38%	New
2589	Koshinski Asset Management Decatur, Illinois	$1.68M	+$1.67M	3	0.95%	New
2590	Rothschild & Co Wealth Management (UK) London, United Kingdom	$1.67M	$0	2	0.18%	Maintained
2591	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$1.67M	+$193K	2	0.71%	Increased
2592	HighPoint Advisor Group Downers Grove, Illinois	$1.66M	+$1.81M	1	3.05%	New
2593	IFB iAB Financial Bank Fort Wayne, Indiana	$1.64M	-$138K	3	1.39%	Reduced
2594	DA DSC Advisors Chicago, Illinois	$1.63M	-$7M	3	0.94%	Reduced
2595	EAMA EFG Asset Management (Americas) Miami, Florida	$1.63M	+$1.05M	4	0.99%	Increased
2596	DAM Doheny Asset Management Los Angeles, California	$1.62M	+$163K	2	0.78%	Increased
2597	TCM Trafelet Capital Management New York	$1.62M	-$6.99M	1	1.02%	Reduced
2598	TL TowerView LLC New York	$1.6M	+$1.66M	1	0.71%	New
2599	AFG Albion Financial Group Salt Lake City, Utah	$1.6M	-$84K	3	0.28%	Reduced
2600	DC Deschaine & Company Belleville, Illinois	$1.6M	+$1.62M	1	2.42%	New