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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	MFW Mosaic Family Wealth St. Louis, Missouri	$2.15M	+$2.12M	14	0.96%	New
2577	ST Semper Trust King Of Prussia, Pennsylvania	$2.15M	+$2.17M	3	2.99%	New
2578	I2I Insight 2811 Inc Chicago, Illinois	$2.13M	+$951K	2	1.01%	Increased
2579	GCIA Gabelli & Co Investment Advisers Rye, New York	$2.12M	-$766K	3	0.25%	Reduced
2580	RMAM Raab & Moskowitz Asset Management Chatham, New Jersey	$2.12M	-$208K	2	1.26%	Reduced
2581	CC Cedar Capital Barrington, Illinois	$2.1M	+$2.1M	5	0.47%	New
2582	OAM Occidental Asset Management Burlingame, California	$2.08M	-$158K	4	2.66%	Reduced
2583	SIM SSI Investment Management Los Angeles, California	$2.08M	-$11.8K	4	0.21%	Reduced
2584	TL TowerView LLC New York	$2.06M	+$703K	1	1.1%	Increased
2585	Northeast Financial Consultants Westport, Connecticut	$2.03M	+$200K	5	1.05%	Increased
2586	KS Karpas Strategies Litchfield, Connecticut	$2.03M	+$1.68K	2	1.07%	Increased
2587	AIM Advantage Investment Management Cedar Rapids, Iowa	$2.02M	-$121K	17	1.05%	Reduced
2588	AFP Ausdal Financial Partners Davenport, Iowa	$2.02M	+$1.99M	26	1.02%	New
2589	ACP Andalusian Capital Partners Greenwich, Connecticut	$2M	+$347K	1	0.92%	Increased
2590	SIA SeaBridge Investment Advisors Summit, New Jersey	$2M	-$3.47M	2	0.45%	Reduced
2591	GCA Gideon Capital Advisors New York	$2M	-$345K	5	1.45%	Reduced
2592	CCM Crossvault Capital Management San Antonio, Texas	$1.99M	-$541K	2	1.42%	Reduced
2593	REMPR Roof Eidam Maycock Peralta (REMP) San Francisco, California	$1.98M	+$677K	4	1.58%	Increased
2594	SS Sunbelt Securities Houston, Texas	$1.98M	-$353K	4	2.78%	Reduced
2595	SIC Shoker Investment Counsel Oxford, Ohio	$1.96M	+$6.28K	2	1.96%	Increased
2596	KL KWMG LLC Overland Park, Kansas	$1.94M	+$78.5K	3	1.31%	Increased
2597	FI FCM Investments Dallas, Texas	$1.94M	+$55K	3	1%	Increased
2598	NVIM New Vernon Investment Management Highland Park, Illinois	$1.93M	-$716K	1	1.47%	Reduced
2599	LPC Loeb Partners Corp New York	$1.93M	+$210K	2	0.62%	Increased
2600	Mariner Independent Advisor Network Overland Park, Kansas	$1.93M	+$326K	2	1.29%	Increased