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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	ETM Euclidean Technologies Management Seattle, Washington	$2.07M	+$1.23M	1	2.13%	Increased
2627	LA Lau Associates Greenville, Delaware	$2.07M	$0	2	2.1%	Maintained
2628	KL KWMG LLC Overland Park, Kansas	$2.07M	+$63.5K	2	1%	Increased
2629	CA Corrado Advisors Ramsey, New Jersey	$2.05M	-$31K	2	1.31%	Reduced
2630	JDR Jay D. Rosenbaum	$2.05M	+$11.9K	2	0.25%	Increased
2631	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$2.05M	+$114K	14	1.01%	Increased
2632	MCP Mirador Capital Partners Pleasanton, California	$2.04M	+$5.93M	5	1.79%	Increased
2633	TGI Tradewinds Global Investors Los Angeles, California	$2.04M	-$41.3M	1	2.51%	Reduced
2634	BGA Belmont Global Advisors Dallas, Texas	$2.04M	+$879K	2	1.93%	Increased
2635	GIM Groesbeck Investment Management Paramus, New Jersey	$2.03M	-$1.04M	4	1.51%	Reduced
2636	HI Hudock Inc Williamsport, Pennsylvania	$2.02M	-$54.9K	11	1.15%	Reduced
2637	FAM Foundation Asset Management White Plains, New York	$2.01M	+$1.94M	1	0.68%	New
2638	FHC First Houston Capital Houston, Texas	$2M	-$205K	1	2.02%	Reduced
2639	CRIG Charter Research & Investment Group Southport, Connecticut	$2M	$0	5	2.35%	Maintained
2640	CASB Cape Ann Savings Bank Glocuster, Massachusetts	$1.99M	-$173K	3	2.81%	Reduced
2641	MHP Manatuck Hill Partners Westport, Connecticut	$1.99M	-$841K	3	0.79%	Reduced
2642	EL Elberon LLC Austin, Texas	$1.97M	-$17.9K	1	3.52%	Reduced
2643	DDC Daniel Devine & Co Parkland, Florida	$1.97M	$0	1	1.32%	Maintained
2644	BFPW BOK Financial Private Wealth Denver, Colorado	$1.96M	+$16.1K	2	0.3%	Increased
2645	AFP Ausdal Financial Partners Davenport, Iowa	$1.94M	+$23.1K	3	0.98%	Increased
2646	EEG E.E. Geduld	$1.94M	+$1.27M	5	1.93%	Increased
2647	SAM Summit Asset Management Memphis, Tennessee	$1.94M	-$15.6K	2	1.19%	Reduced
2648	EM ELCO Management New York	$1.92M	+$1.92M	3	0.77%	New
2649	NCM Northside Capital Management Hood River, Oregon	$1.92M	$0	2	0.74%	Maintained
2650	SIM SSI Investment Management Los Angeles, California	$1.91M	-$24.2K	3	0.17%	Reduced