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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	BCM Boyle Capital Management West Des Moines, Iowa	$1.62M	-$228K	1	1.59%	Reduced
2577	StepStone Group La Jolla, California	$1.62M	$0	2	0.46%	Maintained
2578	Glassman Wealth Services Vienna, Virginia	$1.62M	-$75.6K	8	1.3%	Reduced
2579	IC IKOS CIF Limassol, Cyprus	$1.62M	-$2.38M	9	3.72%	Reduced
2580	TL TowerView LLC New York	$1.6M	$0	1	0.73%	Maintained
2581	Kovack Advisors Ft. Lauderdale, Florida	$1.6M	+$256K	5	1.35%	Increased
2582	SMC S. Muoio & Co New York	$1.59M	-$435K	1	0.94%	Reduced
2583	SG Swarthmore Group Philadelphia, Pennsylvania	$1.58M	+$486K	3	0.14%	Increased
2584	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$1.58M	-$1.16M	2	0.28%	Reduced
2585	DA DSC Advisors Chicago, Illinois	$1.58M	+$77.2K	3	0.84%	Increased
2586	Affiance Financial St. Louis Park, Minnesota	$1.57M	+$16.1K	4	2.39%	Increased
2587	Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel	$1.57M	-$962K	1	0.13%	Reduced
2588	TMC Trellus Management Company Delray Beach, Florida	$1.56M	+$1.52M	3	1.86%	New
2589	Carlson Capital Management Northfield, Minnesota	$1.56M	+$32.4K	2	0.6%	Increased
2590	Kays Financial Advisory Atlanta, Georgia	$1.55M	+$332K	2	0.92%	Increased
2591	DDC Daniel Devine & Co Parkland, Florida	$1.55M	$0	1	1.04%	Maintained
2592	IHM Iguana Healthcare Management New York	$1.55M	+$1.71M	1	0.65%	New
2593	NVIM New Vernon Investment Management Highland Park, Illinois	$1.55M	$0	1	1.06%	Maintained
2594	NCM Nebula Capital Management Stamford, Connecticut	$1.54M	+$1.65M	1	1%	New
2595	CFA CT Financial Advisors Chadds Ford, Pennsylvania	$1.53M	-$170K	6	0.85%	Reduced
2596	AIM Advantage Investment Management Cedar Rapids, Iowa	$1.53M	+$108K	15	0.87%	Increased
2597	Capstone Financial Advisors Downers Grove, Illinois	$1.53M	+$53.6K	2	0.59%	Increased
2598	NYLT New York Life Trust New York	$1.53M	+$23K	7	6.07%	Increased
2599	Condor Capital Management Martinsville, New Jersey	$1.52M	-$215K	3	0.36%	Reduced
2600	SIM Strategic Investment Management Arlington, Virginia	$1.51M	+$840K	6	0.59%	Increased