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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	BCM Bienville Capital Management New York	$2.69M	+$778K	6	0.45%	Increased
2702	HIH HRS Investment Holdings New York	$2.69M	+$1.05M	3	1.62%	Increased
2703	PG Proffitt & Goodson Knoxville, Tennessee	$2.68M	-$146K	2	1.18%	Reduced
2704	WCM Washington Capital Management Seattle, Washington	$2.66M	-$418K	6	2.83%	Reduced
2705	CWA Cypress Wealth Advisors San Francisco, California	$2.65M	-$838K	4	4.28%	Reduced
2706	QCM Quadrant Capital Management Fairfield, New Jersey	$2.64M	-$43.5K	1	1.95%	Reduced
2707	FAM Foothills Asset Management Scottsdale, Arizona	$2.62M	-$860K	1	1.97%	Reduced
2708	SST S Squared Technology New York	$2.62M	+$697K	2	2.22%	Increased
2709	WRM Weybosset Research & Management Province, Rhode Island	$2.62M	-$101K	2	1.74%	Reduced
2710	CHP Cable Hill Partners Portland, Oregon	$2.62M	+$93.9K	28	1.2%	Increased
2711	HA Harbor Advisors West Palm Beach, Florida	$2.61M	$0	2	0.96%	Maintained
2712	CD Carl Domino West Palm Beach, Florida	$2.6M	-$2.29M	4	3.17%	Reduced
2713	AFS Access Financial Services Minneapolis, Minnesota	$2.59M	+$211K	3	1.98%	Increased
2714	FI FormulaFolio Investments Grand Rapids, Michigan	$2.58M	+$109K	4	0.2%	Increased
2715	PL Polianta Ltd St Helier, Jersey	$2.58M	+$289K	2	0.82%	Increased
2716	GWS Glassman Wealth Services Vienna, Virginia	$2.57M	+$11.7K	22	1.67%	Increased
2717	TC Trust Company Manhattan, Kansas	$2.57M	-$1.25K	11	1.41%	Reduced
2718	WP WealthPLAN Partners Omaha, Nebraska	$2.56M	+$202K	5	0.72%	Increased
2719	BCC Bridge City Capital Lake Oswego, Oregon	$2.56M	+$208K	3	1.91%	Increased
2720	HCM Harvest Capital Management Concord, New Hampshire	$2.55M	-$42.1K	4	1%	Reduced
2721	Global Retirement Partners San Rafael, California	$2.54M	+$213K	28	1.05%	Increased
2722	GA Greytown Advisors Miami, Florida	$2.53M	+$1.19M	3	1.46%	Increased
2723	HI Hudock Inc Williamsport, Pennsylvania	$2.51M	+$245K	12	1.17%	Increased
2724	SRCM Swift Run Capital Management Charlottesville, Virginia	$2.51M	-$18.3K	3	1.32%	Reduced
2725	RCIM Russell Clark Investment Management London, United Kingdom	$2.5M	+$1.17M	2	0.56%	Increased