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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	PCA Peddock Capital Advisors Braintree, Massachusetts	$2.97M	+$52.3K	11	1.52%	Increased
2652	TCM Tieton Capital Management Yakima, Washington	$2.97M	-$166K	1	2.56%	Reduced
2653	ECM EagleClaw Capital Management Boston, Massachusetts	$2.95M	-$340K	3	1.67%	Reduced
2654	FCAG First Capital Advisors Group Little Silver, New Jersey	$2.95M	-$605K	4	2.02%	Reduced
2655	SSG Summit Securities Group New York	$2.94M	-$23.6M	3	0.5%	Reduced
2656	TG TLP Group Evanston, Illinois	$2.94M	+$1.55M	26	1.85%	Increased
2657	MP Marlowe Partners New York	$2.93M	+$2.89M	1	2.02%	New
2658	SFA Stewardship Financial Advisors Stockbridge, Georgia	$2.93M	-$96.1K	2	1.69%	Reduced
2659	PRHC P.R. Herzig & Co Roslyn Heights, New York	$2.93M	-$1.78M	1	5.66%	Reduced
2660	MS Marshall & Sullivan Seattle, Washington	$2.92M	-$6.66K	3	2.7%	Reduced
2661	AGUR Provident & Training Funds Management Tel Aviv, Israel	$2.91M	$0	1	4.73%	Maintained
2662	Kingsview Wealth Management Grants Pass, Oregon	$2.91M	+$262K	5	1.28%	Increased
2663	FTCM First Trust Capital Management Chicago, Illinois	$2.9M	-$3.67M	1	0.45%	Reduced
2664	FA FCG Advisors Chatham, New Jersey	$2.9M	-$380K	5	1.07%	Reduced
2665	JAM JCIC Asset Management Toronto, Ontario, Canada	$2.88M	+$64.5K	2	0.98%	Increased
2666	Meridian Wealth Management Lexington, Kentucky	$2.87M	-$376K	3	1.82%	Reduced
2667	FAN Financial Advisors Network Tustin, California	$2.86M	+$65.9K	4	2.27%	Increased
2668	IAM Impala Asset Management Palm Beach, Florida	$2.85M	-$6.46M	1	0.13%	Reduced
2669	PCM Perkins Capital Management Wayzata, Minnesota	$2.85M	-$978K	3	2.99%	Reduced
2670	SC Schulhoff & Co Cincinnati, Ohio	$2.84M	-$12.7K	2	1.69%	Reduced
2671	SBWM Sunflower Bank Wealth Management Scottsdale, Arizona	$2.83M	-$1.91M	4	1.03%	Reduced
2672	FLI Family Legacy Inc Greenville, South Carolina	$2.83M	-$2.27M	2	7.2%	Reduced
2673	RCM Rivernorth Capital Management West Palm Beach, Florida	$2.83M	$0	2	0.23%	Maintained
2674	SAMC Spectrum Asset Management (California) Newport Beach, California	$2.82M	-$237K	3	2.42%	Reduced
2675	Financial Engines Advisors Santa Clara, California	$2.81M	-$1.45M	1	0.09%	Reduced