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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	GHAM Gilman Hill Asset Management New Canaan, Connecticut	$1.91M	+$551K	5	0.74%	Increased
2652	LMAM Legg Mason Asset Management Tokyo, Japan	$1.91M	-$428K	2	1.93%	Reduced
2653	KCM KSA Capital Management Morristown, New Jersey	$1.9M	-$282K	1	0.59%	Reduced
2654	PSC Prentiss Smith & Co Brattleboro, Vermont	$1.9M	-$297K	7	1.06%	Reduced
2655	PTCG Pring Turner Capital Group Alamo, California	$1.9M	-$5.64K	1	2.28%	Reduced
2656	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$1.89M	+$363K	6	5.15%	Increased
2657	TWA Tillar-Wenstrup Advisors Centerville, Ohio	$1.89M	-$96.2K	1	1.73%	Reduced
2658	CFA Camarda Financial Advisors Fleming Island, Florida	$1.88M	-$1.75M	10	1.14%	Reduced
2659	SIC SFE Investment Counsel Los Angeles, California	$1.86M	$0	3	0.9%	Maintained
2660	GCIA Gabelli & Co Investment Advisers Rye, New York	$1.86M	+$208K	3	0.22%	Increased
2661	CAIMH Central Asset Investments & Management Holdings Hong Kong	$1.86M	+$1.51M	2	1.31%	Increased
2662	GWS Glassman Wealth Services Vienna, Virginia	$1.86M	-$210K	13	1.55%	Reduced
2663	WI Wintrust Investments Chicago, Illinois	$1.83M	-$99.7K	4	0.85%	Reduced
2664	Lido Advisors Los Angeles, California	$1.83M	-$1.43M	3	0.56%	Reduced
2665	GCM GoodHaven Capital Management Millburn, New Jersey	$1.82M	-$1.35M	1	0.61%	Reduced
2666	GBA Garrison Bradford & Associates New York	$1.82M	-$49.2K	2	1.71%	Reduced
2667	AMG Asset Management Group Stamford, Connecticut	$1.81M	-$23.4K	3	0.75%	Reduced
2668	DE Day & Ennis Macon, Georgia	$1.8M	+$36.7K	2	1.9%	Increased
2669	ATIA American Trust Investment Advisors Lebanon, New Hampshire	$1.8M	+$229K	2	1.82%	Increased
2670	TNAM Terra Nova Asset Management New York	$1.8M	-$129K	2	3.92%	Reduced
2671	MUS Mitsubishi UFJ Securities Tokyo, Japan	$1.8M	+$587K	12	9.42%	Increased
2672	HIP Hatteras Investment Partners Raleigh, North Carolina	$1.77M	+$1.03M	3	6.05%	Increased
2673	SMC Smith, Moore & Co Clayton, Missouri	$1.76M	-$113K	5	0.71%	Reduced
2674	MFAM Motley Fool Asset Management Alexandria, Virginia	$1.76M	+$1.5M	1	0.39%	Increased
2675	CWM Cornerstone Wealth Management St. Peters, Missouri	$1.76M	+$1.76M	3	0.65%	New