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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	LA Lau Associates Greenville, Delaware	$2.03M	-$21.3K	2	2.1%	Reduced
2602	CCM Carlson Capital Management Northfield, Minnesota	$2.02M	+$75.5K	2	0.73%	Increased
2603	AC Alpenglow Capital San Carlos, California	$2.01M	+$1.87M	1	3.64%	New
2604	LPC Loeb Partners Corp New York	$2.01M	+$52.4K	2	0.72%	Increased
2605	GAG GM Advisory Group Melville, New York	$2M	-$247K	2	0.86%	Reduced
2606	SCM Stuyvesant Capital Management Armonk, New York	$2M	-$1.23M	1	4.4%	Reduced
2607	HCM Harvest Capital Management Concord, New Hampshire	$2M	+$188K	3	0.93%	Increased
2608	LAM Lingohr Asset Management Duesseldorf, Germany	$1.99M	-$5.14M	2	1.88%	Reduced
2609	AWA Arete Wealth Advisors Chicago, Illinois	$1.98M	+$83.2K	2	1.18%	Increased
2610	JIP Jaffetilchin Investment Partners Tampa, Florida	$1.92M	-$1.33M	4	0.61%	Reduced
2611	SIA Starfire Investment Advisers Southfield, Michigan	$1.91M	+$734	5	1.26%	Increased
2612	AIA Allegis Investment Advisors Idaho Falls, Idaho	$1.91M	-$381K	2	1.1%	Reduced
2613	HWP Hefty Wealth Partners Auburn, Indiana	$1.91M	+$465K	9	1.78%	Increased
2614	WAS Winch Advisory Services Appleton, Wisconsin	$1.9M	-$2.56M	2	3.07%	Reduced
2615	TSS Thomas Story & Son Culver, Indiana	$1.9M	+$8.83K	3	1.16%	Increased
2616	CA Corrado Advisors Ramsey, New Jersey	$1.9M	+$11.3K	1	1.22%	Increased
2617	CAAS Capital Asset Advisory Services Williamston, Michigan	$1.89M	+$40.8K	4	2.06%	Increased
2618	OL Orbitronix LP Newport Beach, California	$1.89M	-$2.74M	1	1.84%	Reduced
2619	BL BCWM LLC Overland Park, Kansas	$1.89M	+$1.24M	1	1.05%	Increased
2620	VIA Vantage Investment Advisors State College, Pennsylvania	$1.89M	+$85.6K	14	0.84%	Increased
2621	CRIG Charter Research & Investment Group Southport, Connecticut	$1.88M	+$157K	5	2.16%	Increased
2622	NCM Northside Capital Management Hood River, Oregon	$1.88M	+$1.23M	2	1.18%	Increased
2623	TWA Tillar-Wenstrup Advisors Centerville, Ohio	$1.88M	-$2.38M	1	2.15%	Reduced
2624	IC IKOS CIF Limassol, Cyprus	$1.87M	+$129K	10	4.57%	Increased
2625	JPC Jackson Park Capital Alpine, Utah	$1.87M	-$1.54M	1	2.41%	Reduced