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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	OIMU Orbis Investment Management (US) San Francisco, California	$2.22M	-$2.57M	1	1.92%	Reduced
2577	EGM Espalier Global Management New York	$2.21M	+$2.07M	1	0.29%	New
2578	SRCM Swift Run Capital Management Charlottesville, Virginia	$2.21M	$0	3	1.37%	Maintained
2579	FHC First Heartland Consultants Lake St. Louis, Missouri	$2.19M	-$300K	3	0.83%	Reduced
2580	FNB Farmers National Bank Danville, Kentucky	$2.19M	+$203K	3	1.45%	Increased
2581	JWS Juncture Wealth Strategies Scottsdale, Arizona	$2.18M	-$159K	3	1.61%	Reduced
2582	SS Sunbelt Securities Houston, Texas	$2.17M	+$27.4K	4	3.16%	Increased
2583	CCM CWH Capital Management Spokane, Washington	$2.16M	-$2.26M	1	1.53%	Reduced
2584	NBG Nancy B. Gardiner	$2.15M	+$135K	4	9.26%	Increased
2585	Jefferies Financial Group New York	$2.15M	+$1.96M	3	0.3%	New
2586	SCM Southport Capital Management Chattanooga, Tennessee	$2.13M	-$328K	3	1.36%	Reduced
2587	QCM Quadrant Capital Management Fairfield, New Jersey	$2.11M	-$1.85K	1	1.8%	Reduced
2588	Heritage Wealth Advisors Richmond, Virginia	$2.11M	+$63.2K	4	1.65%	Increased
2589	AIM Advantage Investment Management Cedar Rapids, Iowa	$2.1M	+$44.1K	16	0.9%	Increased
2590	WIP Wellesley Investment Partners Wellesley, Massachusetts	$2.1M	+$567K	3	1.26%	Increased
2591	SIM SSI Investment Management Los Angeles, California	$2.08M	+$57	4	0.21%	Increased
2592	KA Kovack Advisors Ft. Lauderdale, Florida	$2.08M	+$302K	5	1.3%	Increased
2593	SIC SFE Investment Counsel Los Angeles, California	$2.07M	-$74.6K	3	0.96%	Reduced
2594	CI CAZ Investments Houston, Texas	$2.07M	+$523K	2	3.13%	Increased
2595	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$2.06M	+$244K	5	0.74%	Increased
2596	KS Karpas Strategies Litchfield, Connecticut	$2.06M	+$1.78K	2	1.07%	Increased
2597	GWM Graybill Wealth Management Elmhurst, Illinois	$2.06M	+$41.5K	1	1.86%	Increased
2598	DIP DT Investment Partners Chadds Ford, Pennsylvania	$2.05M	+$652K	3	0.58%	Increased
2599	PCMM Private Capital Management (Minnesota) Eagan, Minnesota	$2.03M	+$74.9K	5	1.87%	Increased
2600	GBT Grove Bank & Trust Miami, Florida	$2.03M	-$350K	10	1.85%	Reduced