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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
2651	AWA ARS Wealth Advisors St. Petersburg, Florida	$306K	-$14.1K	1	0.18%	Reduced
2652	BTCR Bankers Trust Cedar Rapids Cedar Rapids, Iowa	$291K	-$34.7K	1	13.44%	Reduced
2653	FMP Financial Management Professionals Austin, Texas	$290K	+$176	5	0.2%	Increased
2654	TAM Timucuan Asset Management Jacksonville, Florida	$290K	$0	1	0.04%	Maintained
2655	EC EJF Capital Arlington, Virginia	$286K	+$326K	1	0.02%	New
2656	ACM Artis Capital Management San Francisco, California	$282K	-$564K	1	0.27%	Reduced
2657	ZF Zhang Financial Portage, Michigan	$273K	$0	1	0.2%	Maintained
2658	WCM Weyland Capital Management Portsmouth, New Hampshire	$270K	$0	1	0.25%	Maintained
2659	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$263K	$0	1	0.08%	Maintained
2660	GA Geller Advisors New York	$262K	$0	1	0.17%	Maintained
2661	EAMA EFG Asset Management (Americas) Miami, Florida	$259K	+$114K	3	0.21%	Increased
2662	SNS Financial Group Minneapolis, Minnesota	$257K	-$967K	1	0.11%	Reduced
2663	WCM Wallace Capital Management Dallas, Texas	$250K	$0	1	0.05%	Maintained
2664	CG Corundum Group Colorado Springs, Colorado	$247K	-$12.8K	1	1.2%	Reduced
2665	CAIMH Central Asset Investments & Management Holdings Hong Kong	$246K	+$225K	1	0.33%	New
2666	DI Dalton Investments Las Vegas, Nevada	$246K	+$225K	1	0.07%	New
2667	SC Sumit Capital New York	$245K	-$553K	1	0.93%	Reduced
2668	CFA Cahill Financial Advisors Edina, Minnesota	$244K	-$15.7K	1	0.21%	Reduced
2669	FA Financial Advantage Columbia, Maryland	$243K	-$185K	3	0.24%	Reduced
2670	MAM Marquette Asset Management Minneapolis, Minnesota	$241K	-$9.15K	1	0.1%	Reduced
2671	CAS CTC Alternative Strategies Chicago, Illinois	$237K	-$1.86M	1	0.13%	Reduced
2672	BWG Beta Wealth Group San Diego, California	$232K	+$5.86K	1	2.71%	Increased
2673	SCM Snow Capital Management Sewickley, Pennsylvania	$232K	+$222K	1	0.01%	New
2674	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$231K	$0	1	0.02%	Maintained
2675	LC Lubar & Co Milwaukee, Wisconsin	$228K	-$291K	1	0.19%	Reduced