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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	NO Ninety One Cape Town, South Africa	$2.14M	-$1.16M	6	1.84%	Reduced
2577	SCM Southport Capital Management Chattanooga, Tennessee	$2.14M	+$7.08K	8	1.19%	Increased
2578	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$2.13M	+$340K	7	0.59%	Increased
2579	CI Cavalier Investments Alpharetta, Georgia	$2.13M	-$1.97M	2	1.24%	Reduced
2580	PSC Prentiss Smith & Co Brattleboro, Vermont	$2.11M	-$160K	6	1.19%	Reduced
2581	IC IKOS CIF Limassol, Cyprus	$2.11M	+$288K	8	7.29%	Increased
2582	FSCM Front Street Capital Management Missoula, Montana	$2.11M	+$2.09M	3	1.04%	New
2583	HPCM High Pointe Capital Management Chicago, Illinois	$2.1M	-$118K	1	3.2%	Reduced
2584	IAS IMA Advisory Services Denver, Colorado	$2.08M	-$289K	2	1.31%	Reduced
2585	LA Lucus Advisors New York	$2.08M	-$606K	6	1.71%	Reduced
2586	DM Delphi Management Brookline, Massachusetts	$2.08M	-$58.9K	1	1.33%	Reduced
2587	BCA Bray Capital Advisors Naples, Florida	$2.07M	+$476K	4	1.29%	Increased
2588	CASB Cape Ann Savings Bank Glocuster, Massachusetts	$2.07M	-$94.5K	3	2.84%	Reduced
2589	FHC First Houston Capital Houston, Texas	$2.06M	-$1.5M	2	1.91%	Reduced
2590	FNB Farmers National Bank Danville, Kentucky	$2.02M	-$83.8K	3	1.2%	Reduced
2591	AIM Advantage Investment Management Cedar Rapids, Iowa	$2.02M	-$18.9K	16	0.95%	Reduced
2592	HCM Harvest Capital Management Concord, New Hampshire	$2.01M	$0	3	0.94%	Maintained
2593	SS Sunbelt Securities Houston, Texas	$2M	-$206K	3	2.62%	Reduced
2594	CCM Crossvault Capital Management San Antonio, Texas	$2M	+$136K	2	1.41%	Increased
2595	Hudson Bay Capital Management Stamford, Connecticut	$2M	+$1.3M	3	0.06%	Increased
2596	CCM CWH Capital Management Spokane, Washington	$1.99M	-$3.79K	1	1.44%	Reduced
2597	HWP Hefty Wealth Partners Auburn, Indiana	$1.99M	+$80.7K	9	1.64%	Increased
2598	TSS Thomas Story & Son Culver, Indiana	$1.99M	+$6.88K	3	1.23%	Increased
2599	TWA Tillar-Wenstrup Advisors Centerville, Ohio	$1.98M	+$38.9K	1	1.96%	Increased
2600	HI Hudock Inc Williamsport, Pennsylvania	$1.97M	+$510K	10	1.07%	Increased