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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
2726	ETM Euclidean Technologies Management Seattle, Washington	$2.13M	+$324K	1	1.96%	Increased
2727	PCA Peddock Capital Advisors Braintree, Massachusetts	$2.12M	-$37.9K	10	1.24%	Reduced
2728	Horizon Investments Charlotte, North Carolina	$2.11M	+$391K	3	0.15%	Increased
2729	PAG Pinnacle Advisory Group Columbia, Maryland	$2.11M	+$217K	3	0.14%	Increased
2730	GHAM Gilman Hill Asset Management New Canaan, Connecticut	$2.1M	+$46.6K	5	0.77%	Increased
2731	CASB Cape Ann Savings Bank Glocuster, Massachusetts	$2.09M	-$127K	3	2.93%	Reduced
2732	BBCM Boardman Bay Capital Management New York	$2.08M	-$6.69M	4	4.57%	Reduced
2733	ACM Addison Clark Management Stamford, Connecticut	$2.07M	$0	1	3.86%	Maintained
2734	HA Harbor Advisors West Palm Beach, Florida	$2.07M	+$2.03M	2	0.99%	New
2735	CPA Clear Perspective Advisors Aurora, Illinois	$2.07M	+$2.04M	9	1.37%	New
2736	EM ELCO Management New York	$2.05M	+$22.9K	3	1.14%	Increased
2737	KCM KSA Capital Management Morristown, New Jersey	$2.05M	$0	1	1.98%	Maintained
2738	TNAM Terra Nova Asset Management New York	$2.05M	+$199K	2	4.12%	Increased
2739	OFW Omnia Family Wealth Aventura, Florida	$2.04M	+$1.98M	30	1.01%	New
2740	BWM Baystate Wealth Management Boston, Massachusetts	$2.04M	+$462K	16	0.41%	Increased
2741	PTCG Pring Turner Capital Group Alamo, California	$2.04M	-$3.01K	1	2.17%	Reduced
2742	MCP Mirador Capital Partners Pleasanton, California	$2.03M	-$6.11M	5	1.63%	Reduced
2743	I2I Insight 2811 Inc Chicago, Illinois	$2.02M	-$833K	3	1.65%	Reduced
2744	VF Virtu Financial New York	$2.02M	-$3.33M	4	0.21%	Reduced
2745	MCG Meru Capital Group New York	$2.02M	-$3.16M	2	0.56%	Reduced
2746	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$2.01M	-$133K	12	0.98%	Reduced
2747	Global Retirement Partners San Rafael, California	$2.01M	+$1.96M	20	1.35%	New
2748	HA Harfst & Associates Sheridan, Wyoming	$2M	-$217K	5	1%	Reduced
2749	SAM Summit Asset Management Memphis, Tennessee	$1.99M	-$53.4K	2	1.25%	Reduced
2750	Ruane, Cunniff & Goldfarb New York	$1.99M	-$45.4M	3	0.02%	Reduced