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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
2601	FRM Foundation Resource Management Little Rock, Arkansas	$435K	-$1.9K	1	0.05%	Reduced
2602	GWI Grace & White Inc Ny, New York	$433K	$0	1	0.08%	Maintained
2603	FA Financial Advantage Columbia, Maryland	$418K	+$81.5K	3	0.35%	Increased
2604	HCM Hilton Capital Management Garden City, New York	$414K	-$4.83K	1	0.16%	Reduced
2605	ZCA Zeke Capital Advisors Berwyn, Pennsylvania	$398K	+$47.2K	1	0.36%	Increased
2606	BWM Baystate Wealth Management Boston, Massachusetts	$383K	+$369K	1	0.16%	New
2607	DRGI del Rey Global Investors Los Angeles, California	$371K	$0	1	1.22%	Maintained
2608	DSN D. Scott Neal Lexington, Kentucky	$370K	+$355K	1	0.33%	New
2609	Blackhill Capital Morristown, New Jersey	$364K	+$350K	1	0.06%	New
2610	AF Aldebaran Financial	$357K	+$338K	1	0.34%	New
2611	PCI Pacifica Capital Investments Leander, Texas	$356K	$0	1	0.23%	Maintained
2612	RPGK Retirement Planning Group (Kansas) Leawood, Kansas	$348K	-$386K	1	0.12%	Reduced
2613	NA Nottingham Advisors Amherst, New York	$344K	-$135K	1	0.12%	Reduced
2614	CCM Crossvault Capital Management San Antonio, Texas	$337K	+$324K	1	0.33%	New
2615	BC BMI Capital New York	$336K	-$5.48M	2	0.68%	Reduced
2616	RCA Rex Capital Advisors Providence, Rhode Island	$336K	$0	1	0.37%	Maintained
2617	Valmark Advisers Akron, Ohio	$322K	+$48.5K	1	0.01%	Increased
2618	BTCR Bankers Trust Cedar Rapids Cedar Rapids, Iowa	$319K	-$3.1K	1	12.84%	Reduced
2619	W.H. Reaves & Co Jersey City, New Jersey	$319K	-$27.1K	1	0.01%	Reduced
2620	GIM Greenwich Investment Management Norwalk, Connecticut	$314K	+$302K	1	0.21%	New
2621	AWA ARS Wealth Advisors St. Petersburg, Florida	$312K	+$300K	1	0.19%	New
2622	PA Parkside Advisors Berkeley, California	$312K	+$296K	1	0.26%	New
2623	TAM Timucuan Asset Management Jacksonville, Florida	$310K	$0	1	0.04%	Maintained
2624	BTCOSD Bankers Trust Company of South Dakota Des Moines, Iowa	$305K	$0	1	0.2%	Maintained
2625	CFN Cordasco Financial Network Naples, Florida	$302K	+$291K	3	0.22%	New