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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	IWC Integrated Wealth Counsel Carmel, California	$452K	$0	2	0.46%	Maintained
2627	ACM Artis Capital Management San Francisco, California	$449K	-$114K	1	4.48%	Reduced
2628	FRM Foundation Resource Management Little Rock, Arkansas	$440K	$0	1	0.06%	Maintained
2629	NAM Needelman Asset Management Ladera Ranch, California	$436K	-$28.6K	1	1.4%	Reduced
2630	Aspiriant LLC Los Angeles, California	$431K	+$13.4K	1	0.06%	Increased
2631	WC Walthausen & Co Malta, New York	$430K	-$4.67M	1	0.03%	Reduced
2632	AEPG American Economic Planning Group Warren, New Jersey	$428K	-$5.28K	1	0.17%	Reduced
2633	Avior Wealth Management Omaha, Nebraska	$416K	+$178	5	0.35%	Increased
2634	RCA Rex Capital Advisors Providence, Rhode Island	$416K	$0	1	0.41%	Maintained
2635	ACM Alpha Capital Management Austin, Texas	$392K	-$35.2K	1	0.31%	Reduced
2636	GWI Grace & White Inc Ny, New York	$384K	-$49.1K	1	0.08%	Reduced
2637	EP Elkhorn Partners Omaha, Nebraska	$378K	-$299K	2	0.23%	Reduced
2638	WCM Windsor Capital Management Phoenix, Arizona	$377K	-$56.5K	1	0.21%	Reduced
2639	BCM Breithorn Capital Management New York	$374K	$0	1	0.24%	Maintained
2640	DAL David A. Lorber	$372K	+$358K	1	0.74%	New
2641	Blackhill Capital Morristown, New Jersey	$368K	$0	1	0.05%	Maintained
2642	AF Aldebaran Financial	$367K	$0	1	0.33%	Maintained
2643	OAM Orinda Asset Management Lafayette, California	$366K	-$9.88K	2	0.6%	Reduced
2644	PCI Pacifica Capital Investments Leander, Texas	$366K	$0	1	0.25%	Maintained
2645	Pathstone Family Office Englewood, New Jersey	$366K	-$8.51M	7	1.14%	Reduced
2646	SFT Simmons First Trust Pine Bluff, Arkansas	$365K	-$1.03M	1	0.12%	Reduced
2647	HCM Hilton Capital Management Garden City, New York	$362K	-$38.1K	1	0.11%	Reduced
2648	GA Geller Advisors New York	$357K	+$25.6K	1	0.2%	Increased
2649	Hershey Trust Company Hershey, Pennsylvania	$357K	+$282K	1	0.01%	Increased
2650	CFA Camarda Financial Advisors Fleming Island, Florida	$347K	-$1.72M	3	0.24%	Reduced