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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
2676	AFS Amtrust Financial Services New York	$2.54M	-$1.47M	2	0.51%	Reduced
2677	Graham Capital Management Rowayton, Connecticut	$2.54M	$0	1	0.1%	Maintained
2678	QCM Quadrant Capital Management Fairfield, New Jersey	$2.53M	+$16.7K	1	2.04%	Increased
2679	FCB First Command Bank Fort Worth, Texas	$2.52M	+$74.7K	7	1.77%	Increased
2680	FCFS First Command Financial Services Fort Worth, Texas	$2.52M	+$74.7K	7	1.77%	Increased
2681	CHP Cable Hill Partners Portland, Oregon	$2.52M	-$42.9K	25	1.3%	Reduced
2682	FSCM Front Street Capital Management Missoula, Montana	$2.52M	-$3.72K	3	1.01%	Reduced
2683	WCM Washington Capital Management Seattle, Washington	$2.51M	-$104K	7	2.92%	Reduced
2684	EFIC Eliot Finkel Investment Counsel Beverly Hills, California	$2.51M	-$222K	1	1.92%	Reduced
2685	CPA Clear Perspective Advisors Aurora, Illinois	$2.5M	+$239K	9	1.66%	Increased
2686	PAA Peregrine Asset Advisers Portland, Oregon	$2.5M	-$7.06M	4	1.35%	Reduced
2687	FAN Financial Advisors Network Tustin, California	$2.5M	-$82.8K	4	2.16%	Reduced
2688	SFM Signature Financial Management Norfolk, Virginia	$2.5M	-$178K	5	0.8%	Reduced
2689	CA Corrado Advisors Ramsey, New Jersey	$2.49M	+$97.4K	2	1.43%	Increased
2690	DLHL Donald L. Hagan LLC Sarasota, Florida	$2.48M	-$2.84M	3	2.4%	Reduced
2691	MIM Monashee Investment Management Boston, Massachusetts	$2.47M	-$5.08M	0	–	Closed
2692	PCA Peddock Capital Advisors Braintree, Massachusetts	$2.47M	+$140K	12	1.43%	Increased
2693	WC Walthausen & Co Malta, New York	$2.46M	-$340K	1	0.25%	Reduced
2694	AIM Advantage Investment Management Cedar Rapids, Iowa	$2.46M	+$111K	16	0.97%	Increased
2695	GWM Graybill Wealth Management Elmhurst, Illinois	$2.46M	-$552K	1	1.95%	Reduced
2696	NSB Norway Savings Bank Portland, Maine	$2.46M	-$304K	9	2.52%	Reduced
2697	Chicago Partners Investment Group Chicago, Illinois	$2.45M	-$6.88K	7	0.69%	Reduced
2698	BWM Baystate Wealth Management Boston, Massachusetts	$2.45M	+$346K	17	0.47%	Increased
2699	HCM Harvest Capital Management Concord, New Hampshire	$2.45M	+$21.3K	4	1.02%	Increased
2700	PAG Pinnacle Advisory Group Columbia, Maryland	$2.44M	+$213K	2	0.16%	Increased