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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	DWA Dorsey Wright & Associates Pasadena, California	$1.33M	+$1.34M	1	0.61%	New
2652	DCM Dinsmore Capital Management Morristown, New Jersey	$1.33M	$0	1	0.52%	Maintained
2653	LFM Lumina Fund Management New York	$1.32M	-$692K	1	0.11%	Reduced
2654	SS Sunbelt Securities Houston, Texas	$1.31M	+$1.22M	2	1.72%	New
2655	BC Banced Corp Edwardsville, Illinois	$1.31M	-$921K	5	1.42%	Reduced
2656	PG Proffitt & Goodson Knoxville, Tennessee	$1.31M	-$66.2K	1	0.77%	Reduced
2657	HCM Highlander Capital Management Short Hills, New Jersey	$1.3M	-$226K	9	1.12%	Reduced
2658	GIM Guardian Investment Management Tiburon, California	$1.3M	$0	1	1.37%	Maintained
2659	SMC Smith, Moore & Co Clayton, Missouri	$1.29M	-$238K	3	0.69%	Reduced
2660	MS Marshall & Sullivan Seattle, Washington	$1.29M	-$106K	2	1.6%	Reduced
2661	LSC Lesa Sroufe & Co Seattle, Washington	$1.27M	-$4.6K	2	0.8%	Reduced
2662	CCM Canal Capital Management Richmond, Virginia	$1.23M	+$1.24M	1	1.16%	New
2663	Fenimore Asset Management Cobleskill, New York	$1.22M	+$22.4K	1	0.06%	Increased
2664	WA WealthTrust-Arizona Scottsdale, Arizona	$1.22M	-$73.5K	26	1.02%	Reduced
2665	CHP Cable Hill Partners Portland, Oregon	$1.21M	+$1.2M	26	1.19%	New
2666	VCM Vigilant Capital Management Portland, Maine	$1.21M	+$270K	9	0.24%	Increased
2667	VCAM Valentine Capital Asset Management Danville, California	$1.21M	+$1.07M	1	0.29%	New
2668	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$1.2M	+$1.19M	10	1.56%	New
2669	Verition Fund Management Greenwich, Connecticut	$1.2M	-$15M	4	0.27%	Reduced
2670	LFR Lehman Financial Resources Media, Pennsylvania	$1.2M	-$24.4K	7	0.59%	Reduced
2671	GCIA Gabelli & Co Investment Advisers Rye, New York	$1.19M	$0	2	0.17%	Maintained
2672	Annex Advisory Services Brookfield, Wisconsin	$1.19M	+$230K	3	0.37%	Increased
2673	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$1.17M	-$220K	5	0.14%	Reduced
2674	ACM Avalon Capital Management Port Of Redwood City, California	$1.17M	-$2.87M	1	0.9%	Reduced
2675	KPA Keel Point Advisors Vienna, Virginia	$1.16M	+$1.17M	2	0.93%	New