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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	CCM Cribstone Capital Management Augusta, Maine	$2.65M	-$119K	12	1.62%	Reduced
2627	JT Jump Trading Chicago, Illinois	$2.65M	-$2.18M	3	0.92%	Reduced
2628	SCM Segantii Capital Management Hong Kong	$2.65M	-$1.6M	4	0.73%	Reduced
2629	HCP Holt Capital Partners Fort Worth, Texas	$2.65M	-$34.6K	2	0.98%	Reduced
2630	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$2.64M	+$1.92M	2	0.95%	Increased
2631	WFI West Family Investments Carlsbad, California	$2.63M	$0	1	0.46%	Maintained
2632	RIM Regent Investment Management Louisville, Kentucky	$2.61M	-$167K	4	1.34%	Reduced
2633	Accredited Investors Edina, Minnesota	$2.61M	-$131K	4	0.68%	Reduced
2634	QOP Quinn Opportunity Partners Charlottesville, Virginia	$2.61M	$0	1	0.79%	Maintained
2635	ST Sentinel Trust Houston, Texas	$2.6M	-$110K	2	0.38%	Reduced
2636	JFGLC Johnson Financial Group LLC (Colorado) Denver, Colorado	$2.6M	+$2.52M	5	2.08%	New
2637	SJIC St. James Investment Company Southlake, Texas	$2.59M	+$1.02M	1	0.31%	Increased
2638	EA Efficient Advisors Mason, Ohio	$2.59M	+$51.4K	2	0.37%	Increased
2639	KCPG Kavar Capital Partners Group Leawood, Kansas	$2.59M	-$26.5K	3	1.64%	Reduced
2640	KFA Kays Financial Advisory Atlanta, Georgia	$2.58M	+$347K	1	1.01%	Increased
2641	CCP Cardan Capital Partners Denver, Colorado	$2.58M	-$15.4K	1	0.57%	Reduced
2642	WIP Wellesley Investment Partners Wellesley, Massachusetts	$2.56M	+$79.1K	3	1.24%	Increased
2643	CCM Consolidated Capital Management Burbank, California	$2.56M	+$2.48M	1	5.08%	New
2644	SM Sciencast Management Princeton, New Jersey	$2.56M	+$1.25M	9	3.49%	Increased
2645	HJMC Hellman Jordan Management Company Quincy, Massachusetts	$2.54M	-$3.46K	2	3.48%	Reduced
2646	SFM Signature Financial Management Norfolk, Virginia	$2.54M	$0	5	0.95%	Maintained
2647	IDBONY Israel Discount Bank of New York New York	$2.53M	+$2.57M	15	2.29%	New
2648	AE Wealth Management Topeka, Kansas	$2.53M	+$2.46M	3	1.03%	New
2649	PAG Private Advisory Group Redmond, Washington	$2.53M	+$2.47M	3	1.74%	New
2650	CL CIM LLC Albany, New York	$2.52M	+$431K	6	1.27%	Increased