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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	EP Edgestream Partners Princeton, New Jersey	$2.34M	+$2.37M	4	1.29%	New
2577	AIM Act II Management New York	$2.33M	+$2.12M	1	1.73%	New
2578	KCPG Kavar Capital Partners Group Leawood, Kansas	$2.33M	+$76.6K	3	1.5%	Increased
2579	CHP Cable Hill Partners Portland, Oregon	$2.33M	+$368K	32	1.67%	Increased
2580	WIP Wellesley Investment Partners Wellesley, Massachusetts	$2.33M	-$163K	3	1.2%	Reduced
2581	CNFG Creegan & Nassoura Financial Group Portsmouth, New Hampshire	$2.32M	-$40.7K	2	2.71%	Reduced
2582	DW Domani Wealth Lancaster, Pennsylvania	$2.32M	+$759K	3	0.88%	Increased
2583	AI ArchPoint Investors Coral Gables, Florida	$2.32M	-$80K	1	1.33%	Reduced
2584	SIC Shoker Investment Counsel Oxford, Ohio	$2.31M	-$65.8K	3	1.96%	Reduced
2585	FNB Farmers National Bank Danville, Kentucky	$2.3M	+$122K	4	0.7%	Increased
2586	PIM Partner Investment Management San Francisco, California	$2.3M	+$1.39M	3	3.41%	Increased
2587	Chicago Partners Investment Group Chicago, Illinois	$2.3M	+$1.71M	7	0.91%	Increased
2588	SAM Shikiar Asset Management New York	$2.28M	+$1.91M	2	1.01%	Increased
2589	SIA Starfire Investment Advisers Southfield, Michigan	$2.28M	+$241K	6	1.35%	Increased
2590	MS Marshall & Sullivan Seattle, Washington	$2.27M	+$859K	3	2.92%	Increased
2591	AGUR Provident & Training Funds Management Tel Aviv, Israel	$2.27M	+$2.05M	1	1.69%	New
2592	FSCM Front Street Capital Management Missoula, Montana	$2.27M	$0	3	1.08%	Maintained
2593	RQS Ramsey Quantitative Systems Louisville, Kentucky	$2.26M	-$86.7K	3	2.49%	Reduced
2594	BCA Bray Capital Advisors Naples, Florida	$2.25M	+$325K	3	1.35%	Increased
2595	ACM Addison Clark Management Stamford, Connecticut	$2.24M	-$783K	1	3.95%	Reduced
2596	DM Delphi Management Brookline, Massachusetts	$2.23M	+$149K	1	1.39%	Increased
2597	SRCM Swift Run Capital Management Charlottesville, Virginia	$2.23M	-$275K	3	1.3%	Reduced
2598	CC Cedar Capital Barrington, Illinois	$2.22M	-$518K	7	0.81%	Reduced
2599	KFBMI Kentucky Farm Bureau Mutual Insurance Louisville, Kentucky	$2.2M	+$763K	2	1.23%	Increased
2600	VBCP Vollero Beach Capital Partners New York	$2.2M	-$2.27M	1	0.86%	Reduced