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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	VCM Versant Capital Management Phoenix, Arizona	$2.81M	-$227K	41	1.61%	Reduced
2602	JIP Jaffetilchin Investment Partners Tampa, Florida	$2.81M	-$2.37M	7	0.84%	Reduced
2603	11A 10-15 Associates Goshen, New York	$2.8M	-$680K	2	0.78%	Reduced
2604	HCA Harbour Capital Advisors Tysons Corner, Virginia	$2.79M	-$1.6M	4	2%	Reduced
2605	CAM Cypress Asset Management Houston, Texas	$2.79M	-$26.4K	3	0.53%	Reduced
2606	SST S Squared Technology New York	$2.79M	-$241K	2	3.03%	Reduced
2607	MLM Mount Lucas Management Newtown, Pennsylvania	$2.78M	-$442K	2	0.53%	Reduced
2608	IAS INR Advisory Services Media, Pennsylvania	$2.77M	-$256K	2	0.46%	Reduced
2609	Simon Quick Advisors Morristown, New Jersey	$2.77M	+$2.71M	6	2.07%	New
2610	PCM Princeton Capital Management Red Bank, New Jersey	$2.77M	-$454K	3	4%	Reduced
2611	FAN Financial Advisors Network Tustin, California	$2.75M	+$2.52M	13	2.34%	New
2612	KCM Karp Capital Management Sausalito, California	$2.75M	-$364K	2	1.81%	Reduced
2613	EFIC Eliot Finkel Investment Counsel Beverly Hills, California	$2.74M	-$22.4K	1	2.32%	Reduced
2614	LAM Lingohr Asset Management Duesseldorf, Germany	$2.73M	+$26.8K	2	1.67%	Increased
2615	HWCM Hudson Way Capital Management Dallas, Texas	$2.73M	+$2.41M	1	1.99%	New
2616	Heritage Wealth Advisors Richmond, Virginia	$2.72M	+$11.5K	4	1.78%	Increased
2617	RMAM Raab & Moskowitz Asset Management Chatham, New Jersey	$2.7M	-$1.37M	4	1.46%	Reduced
2618	CCM Chickasaw Capital Management Memphis, Tennessee	$2.69M	-$126K	4	0.06%	Reduced
2619	SCM Southport Capital Management Chattanooga, Tennessee	$2.69M	-$67K	4	1.65%	Reduced
2620	ACM Armbruster Capital Management Pittsford, New York	$2.69M	-$23K	11	1.58%	Reduced
2621	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$2.69M	-$6.85K	6	1.65%	Reduced
2622	DVM Dreman Value Management West Palm Beach, Florida	$2.68M	+$206K	6	1.5%	Increased
2623	WRM Weybosset Research & Management Province, Rhode Island	$2.67M	-$33.4K	2	1.88%	Reduced
2624	EEG E.E. Geduld	$2.66M	+$708K	4	1.49%	Increased
2625	GCM Glaxis Capital Management Sarasota, Florida	$2.65M	+$2.65M	2	7.42%	New