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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	NBG Nancy B. Gardiner	$1.92M	+$1.95M	4	9.35%	New
2602	Heritage Wealth Advisors Richmond, Virginia	$1.92M	+$235K	4	1.62%	Increased
2603	DW Domani Wealth Lancaster, Pennsylvania	$1.92M	+$278K	4	0.75%	Increased
2604	YCMGA York Capital Management Global Advisors New York	$1.92M	$0	1	0.03%	Maintained
2605	LA Lau Associates Greenville, Delaware	$1.91M	-$51.5K	2	2.06%	Reduced
2606	BCA Bray Capital Advisors Naples, Florida	$1.91M	-$169K	3	1.21%	Reduced
2607	VCAM Valentine Capital Asset Management Danville, California	$1.91M	-$269K	7	2.13%	Reduced
2608	NIS National Investment Services Milwaukee, Wisconsin	$1.9M	-$16.7K	1	2.16%	Reduced
2609	FNB Farmers National Bank Danville, Kentucky	$1.9M	+$51.8K	2	1.38%	Increased
2610	CCM Carlson Capital Management Northfield, Minnesota	$1.9M	-$80.2K	2	0.72%	Reduced
2611	CA Corrado Advisors Ramsey, New Jersey	$1.9M	-$572K	1	1.11%	Reduced
2612	GWM Graybill Wealth Management Elmhurst, Illinois	$1.9M	-$67.2K	1	1.64%	Reduced
2613	RCM Riverloft Capital Management Miami Beach, Florida	$1.89M	-$624K	1	1.28%	Reduced
2614	Weiss Asset Management Boston, Massachusetts	$1.89M	+$1.89M	1	0.48%	New
2615	ECM Endurant Capital Management San Mateo, California	$1.89M	-$1.18M	1	0.63%	Reduced
2616	QCM Quadrant Capital Management Fairfield, New Jersey	$1.89M	+$10.3K	1	1.53%	Increased
2617	PCMM Private Capital Management (Minnesota) Eagan, Minnesota	$1.88M	+$1.93M	4	1.73%	New
2618	CL CSS LLC Chicago, Illinois	$1.88M	-$1.78M	3	0.11%	Reduced
2619	TG TLP Group Evanston, Illinois	$1.85M	+$1.91M	6	1.48%	New
2620	SIA Starfire Investment Advisers Southfield, Michigan	$1.85M	+$446K	5	1.27%	Increased
2621	SG Swarthmore Group Philadelphia, Pennsylvania	$1.85M	+$30.2K	3	0.2%	Increased
2622	TC Tairen Capital Hong Kong	$1.84M	+$1.77M	1	0.74%	New
2623	SMC S. Muoio & Co New York	$1.83M	$0	1	0.86%	Maintained
2624	KCM KSA Capital Management Morristown, New Jersey	$1.83M	$0	1	0.47%	Maintained
2625	FA FCG Advisors Chatham, New Jersey	$1.83M	-$5.97K	3	1.1%	Reduced