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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	BRC Bell Rock Capital Rehoboth Beach, Delaware	$2.44M	-$28.8K	6	2.26%	Reduced
2702	ETM Euclidean Technologies Management Seattle, Washington	$2.44M	$0	1	2.26%	Maintained
2703	BCM BlueMar Capital Management Miami, Florida	$2.44M	-$1.21M	1	1.46%	Reduced
2704	MPA Marvin & Palmer Associates Wilmington, Delaware	$2.43M	-$1.8M	1	1.77%	Reduced
2705	RFG Advisory Birmingham, Alabama	$2.43M	+$1.26M	4	1.83%	Increased
2706	Dakota Wealth Management Palm Beach Gardens, Florida	$2.43M	+$1.99M	3	1.42%	Increased
2707	HA Harfst & Associates Sheridan, Wyoming	$2.42M	+$238K	8	1.05%	Increased
2708	HH HWG Holdings Houston, Texas	$2.42M	+$2.3M	2	3.06%	New
2709	SRCM Swift Run Capital Management Charlottesville, Virginia	$2.41M	-$8.52K	3	1.43%	Reduced
2710	CWM Connecticut Wealth Management Farmington, Connecticut	$2.37M	$0	2	1.44%	Maintained
2711	MLM Mount Lucas Management Newtown, Pennsylvania	$2.36M	-$297K	2	0.47%	Reduced
2712	MCWS McKinley Carter Wealth Services Wheeling, West Virginia	$2.35M	+$7.44K	4	1.09%	Increased
2713	NFG Nations Financial Group Cedar Rapids, Iowa	$2.35M	+$335K	4	2.29%	Increased
2714	SIC Shoker Investment Counsel Oxford, Ohio	$2.34M	-$138K	3	1.96%	Reduced
2715	CCM Carlson Capital Management Northfield, Minnesota	$2.33M	-$23.5K	2	0.76%	Reduced
2716	FNB Farmers National Bank Danville, Kentucky	$2.33M	-$1.83K	4	1.36%	Reduced
2717	JAM JCIC Asset Management Toronto, Ontario, Canada	$2.33M	+$2.1M	1	0.82%	Increased
2718	SIA Starfire Investment Advisers Southfield, Michigan	$2.32M	-$183K	6	1.25%	Reduced
2719	CI Cavalier Investments Alpharetta, Georgia	$2.32M	-$813K	3	1.3%	Reduced
2720	SS Sunbelt Securities Houston, Texas	$2.32M	+$219K	3	3.49%	Increased
2721	LCM Lucas Capital Management Red Bank, New Jersey	$2.31M	-$46.6K	3	1.71%	Reduced
2722	CCI Credit Capital Investments Livingston, New Jersey	$2.31M	-$320K	1	2.47%	Reduced
2723	LF Lee Financial Dallas, Texas	$2.3M	-$61.6K	9	0.92%	Reduced
2724	HA Harbor Advisors West Palm Beach, Florida	$2.3M	$0	2	0.98%	Maintained
2725	LAM Lingohr Asset Management Duesseldorf, Germany	$2.28M	-$840K	2	1.25%	Reduced