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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
2626	ZCA Zeke Capital Advisors Berwyn, Pennsylvania	$437K	$0	1	0.38%	Maintained
2627	BP BBR Partners New York	$436K	-$70.1K	1	0.07%	Reduced
2628	CCP Centaur Capital Partners Southlake, Texas	$420K	+$457K	1	0.68%	New
2629	OAM Orinda Asset Management Lafayette, California	$414K	+$208K	2	0.89%	Increased
2630	DA Dunvegan Associates Santa Barbara, California	$399K	-$565K	5	0.34%	Reduced
2631	ACM Alpha Capital Management Austin, Texas	$392K	+$385K	1	0.31%	New
2632	WCM Windsor Capital Management Phoenix, Arizona	$388K	-$116K	1	0.23%	Reduced
2633	GWI Grace & White Inc Ny, New York	$384K	-$82.6K	1	0.07%	Reduced
2634	TFMS Trust & Fiduciary Management Services Boston, Massachusetts	$375K	+$171K	5	0.21%	Increased
2635	Blackhill Capital Morristown, New Jersey	$373K	$0	1	0.05%	Maintained
2636	RCA Rex Capital Advisors Providence, Rhode Island	$368K	$0	1	0.37%	Maintained
2637	DSN D. Scott Neal Lexington, Kentucky	$364K	-$14.8K	1	0.31%	Reduced
2638	AF Aldebaran Financial	$341K	$0	1	0.3%	Maintained
2639	PCI Pacifica Capital Investments Leander, Texas	$340K	$0	1	0.22%	Maintained
2640	PA Parkside Advisors Berkeley, California	$340K	-$3.33K	1	0.26%	Reduced
2641	ECP Electron Capital Partners New York	$336K	+$319K	1	0.2%	New
2642	Valmark Advisers Akron, Ohio	$331K	$0	1	0.01%	Maintained
2643	FIG Fusion Investment Group Pittsburgh, Pennsylvania	$330K	-$507K	4	0.34%	Reduced
2644	RPGK Retirement Planning Group (Kansas) Leawood, Kansas	$328K	$0	1	0.11%	Maintained
2645	BTCOSD Bankers Trust Company of South Dakota Des Moines, Iowa	$327K	$0	1	0.22%	Maintained
2646	W.H. Reaves & Co Jersey City, New Jersey	$327K	$0	1	0.01%	Maintained
2647	KL Kinsight LLC Birmingham, Alabama	$321K	+$18.5K	1	0.2%	Increased
2648	CFN Cordasco Financial Network Naples, Florida	$320K	$0	3	0.26%	Maintained
2649	FBFS First Business Financial Services Madison, Wisconsin	$320K	+$48.8K	1	0.13%	Increased
2650	PIM Parasol Investment Management Westmont, Illinois	$313K	+$37.2K	4	0.22%	Increased