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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	HCM Harvey Capital Management Palm Beach, Florida	$571K	$0	1	0.2%	Maintained
2602	TCM TD Capital Management Memphis, Tennessee	$568K	-$10.2K	3	0.13%	Reduced
2603	PTC Provident Trust Company Waukesha, Wisconsin	$559K	+$542K	1	0.03%	New
2604	FA Fagan Associates Troy, New York	$557K	+$564K	1	0.48%	New
2605	FWSM First Wilshire Securities Management Pasadena, California	$545K	+$37.1K	1	0.08%	Increased
2606	HP HT Partners Centerbrook, Connecticut	$525K	-$49.5K	2	0.27%	Reduced
2607	BC Barnett & Company Chattanooga, Tennessee	$516K	-$9.54K	1	0.22%	Reduced
2608	CCMU Cheyne Capital Management (UK) London, United Kingdom	$511K	+$488K	1	0.59%	New
2609	SGC South Georgia Capital Naperville, Illinois	$509K	-$1.02M	5	0.6%	Reduced
2610	SG Swarthmore Group Philadelphia, Pennsylvania	$501K	$0	1	0.05%	Maintained
2611	GPCM Granite Point Capital Management Boston, Massachusetts	$499K	+$447K	1	0.34%	New
2612	SC Sumit Capital New York	$489K	+$227K	2	2.05%	Increased
2613	AWA Arete Wealth Advisors Chicago, Illinois	$478K	-$1.18M	1	0.37%	Reduced
2614	PO Private Ocean San Rafael, California	$477K	-$178K	5	0.35%	Reduced
2615	FMA FNY Managed Accounts New York	$473K	-$425K	3	1.75%	Reduced
2616	GAM Gould Asset Management Claremont, California	$470K	+$268K	2	0.23%	Increased
2617	AIP ARS Investment Partners New York	$469K	$0	1	0.07%	Maintained
2618	MLM Mount Lucas Management Newtown, Pennsylvania	$468K	-$138K	3	0.06%	Reduced
2619	Avior Wealth Management Omaha, Nebraska	$453K	+$31.2K	5	0.38%	Increased
2620	IF IRON Financial Northbrook, Illinois	$452K	-$40.3K	1	0.4%	Reduced
2621	WCM Weatherstone Capital Management Denver, Colorado	$452K	$0	2	0.12%	Maintained
2622	RAM Riggs Asset Management Dallas, Pennsylvania	$448K	-$12.4K	1	0.27%	Reduced
2623	NAM Needelman Asset Management Ladera Ranch, California	$443K	$0	1	1.4%	Maintained
2624	Merriman Wealth Management Seattle, Washington	$437K	-$422K	1	0.44%	Reduced
2625	IWC Integrated Wealth Counsel Carmel, California	$435K	-$588K	2	0.34%	Reduced