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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
2701	MSS Mitchell Sinkler & Starr Philadelphia, Pennsylvania	$1.43M	-$32.3K	3	1.98%	Reduced
2702	PAG Pinnacle Advisory Group Columbia, Maryland	$1.43M	-$98.2K	2	0.14%	Reduced
2703	BCP Berkeley Capital Partners Milton, Georgia	$1.43M	+$229K	2	1.03%	Increased
2704	CCB Cutter & Co Brokerage Ballwin, Missouri	$1.42M	+$8.36K	2	0.66%	Increased
2705	KCP Keane Capital Partners Charlotte, North Carolina	$1.42M	+$1.3M	2	4.66%	New
2706	FI FormulaFolio Investments Grand Rapids, Michigan	$1.42M	+$330K	3	0.25%	Increased
2707	AC Argentiere Capital Zug, Switzerland	$1.41M	-$5.33M	1	0.82%	Reduced
2708	GBA Garrison Bradford & Associates New York	$1.41M	$0	2	1.64%	Maintained
2709	WI Wedgewood Investors Erie, Pennsylvania	$1.4M	-$68.9K	2	1.41%	Reduced
2710	Magnetar Financial Evanston, Illinois	$1.4M	-$902K	4	0.02%	Reduced
2711	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$1.4M	+$372K	9	1.33%	Increased
2712	BWM Baystate Wealth Management Boston, Massachusetts	$1.39M	-$54K	2	0.3%	Reduced
2713	PCM Proxima Capital Management New York	$1.39M	+$1.52M	1	0.53%	New
2714	SCG Sonata Capital Group Seattle, Washington	$1.39M	+$60.3K	1	1.2%	Increased
2715	CHP Cable Hill Partners Portland, Oregon	$1.39M	+$42.6K	20	1.04%	Increased
2716	NVIM New Vernon Investment Management Highland Park, Illinois	$1.39M	-$512K	1	1.18%	Reduced
2717	WA WealthTrust-Arizona Scottsdale, Arizona	$1.38M	-$43.2K	27	0.88%	Reduced
2718	PCP Proficio Capital Partners Newton, Massachusetts	$1.37M	+$365K	33	1.15%	Increased
2719	UAM UAS Asset Management New York	$1.36M	-$1.49M	2	0.81%	Reduced
2720	DAM Doheny Asset Management Los Angeles, California	$1.36M	-$104K	2	0.7%	Reduced
2721	EWM Evermay Wealth Management Arlington, Virginia	$1.36M	+$59.5K	2	0.76%	Increased
2722	MS Marshall & Sullivan Seattle, Washington	$1.35M	$0	2	1.72%	Maintained
2723	TNAM Terra Nova Asset Management New York	$1.35M	-$1.05M	2	1.58%	Reduced
2724	AIC Ayalon Insurance Company Ramat Gan, Israel	$1.35M	+$28.1K	4	1.13%	Increased
2725	SAM Shamrock Asset Management Dallas, Texas	$1.34M	-$230K	8	0.79%	Reduced