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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	CAM CMT Asset Management Chicago, Illinois	$577K	-$2.41M	2	0.03%	Reduced
2602	BCM Basso Capital Management Stamford, Connecticut	$571K	-$267K	1	0.09%	Reduced
2603	KL Kinsight LLC Birmingham, Alabama	$566K	+$239K	2	0.31%	Increased
2604	DA Dunvegan Associates Santa Barbara, California	$557K	+$131K	5	0.5%	Increased
2605	RPGK Retirement Planning Group (Kansas) Leawood, Kansas	$550K	+$224K	2	0.17%	Increased
2606	CCM Concourse Capital Management Atlanta, Georgia	$547K	$0	1	0.34%	Maintained
2607	QAM Quantres Asset Management Cayman, Cayman Islands	$532K	-$2.6M	1	0.54%	Reduced
2608	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$529K	+$128K	9	1.5%	Increased
2609	YCM Yorkville Capital Management New York	$526K	-$125K	1	0.3%	Reduced
2610	BP BBR Partners New York	$525K	+$95.3K	1	0.08%	Increased
2611	SG Swarthmore Group Philadelphia, Pennsylvania	$525K	$0	1	0.05%	Maintained
2612	FFSOTS Fiduciary Financial Services of The Southwest Dallas, Texas	$518K	+$509K	2	0.15%	New
2613	AWA Arete Wealth Advisors Chicago, Illinois	$512K	+$12.9K	1	0.39%	Increased
2614	EAMA EFG Asset Management (Americas) Miami, Florida	$507K	+$117K	2	0.5%	Increased
2615	PO Private Ocean San Rafael, California	$502K	-$943	6	0.37%	Reduced
2616	NA Nottingham Advisors Amherst, New York	$498K	+$35.1K	2	0.17%	Increased
2617	MLM Mount Lucas Management Newtown, Pennsylvania	$497K	+$40.6K	3	0.09%	Increased
2618	FA Fagan Associates Troy, New York	$492K	-$127K	1	0.4%	Reduced
2619	WCM Weatherstone Capital Management Denver, Colorado	$492K	+$757	2	0.26%	Increased
2620	GC Gratry & Company Beachwood, Ohio	$486K	-$91.3K	1	0.25%	Reduced
2621	WKA Wilson Kemp & Associates Birmingham, Michigan	$479K	-$757K	1	4.37%	Reduced
2622	SCP Syntal Capital Partners Midland, Texas	$469K	-$989K	3	0.23%	Reduced
2623	BC Barnett & Company Chattanooga, Tennessee	$464K	-$76.3K	1	0.19%	Reduced
2624	ZCA Zeke Capital Advisors Berwyn, Pennsylvania	$454K	$0	1	0.41%	Maintained
2625	EEG E.E. Geduld	$453K	+$132K	1	0.32%	Increased