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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	SIC Shoker Investment Counsel Oxford, Ohio	$2.35M	+$56.8K	3	1.85%	Increased
2727	VFPI Vantage Financial Partners (Illinois) Arlington Heights, Illinois	$2.34M	-$25.6K	2	1.66%	Reduced
2728	GCIA Gabelli & Co Investment Advisers Rye, New York	$2.32M	$0	3	0.25%	Maintained
2729	ETM Euclidean Technologies Management Seattle, Washington	$2.31M	$0	1	2.23%	Maintained
2730	CL CIM LLC Albany, New York	$2.31M	-$801K	4	0.99%	Reduced
2731	AFA Alta Fundamental Advisers New York	$2.3M	+$560K	1	1.97%	Increased
2732	ACM Addison Clark Management Stamford, Connecticut	$2.29M	+$26.5K	1	3.3%	Increased
2733	HI Hudock Inc Williamsport, Pennsylvania	$2.29M	+$150K	10	1.18%	Increased
2734	Pathstone Family Office Englewood, New Jersey	$2.29M	+$304K	10	0.96%	Increased
2735	CCM Carlson Capital Management Northfield, Minnesota	$2.29M	-$62.8K	2	0.69%	Reduced
2736	TNAM Terra Nova Asset Management New York	$2.28M	-$31.9K	2	4.34%	Reduced
2737	Global Retirement Partners San Rafael, California	$2.28M	+$58.4K	23	1.07%	Increased
2738	KCM KSA Capital Management Morristown, New Jersey	$2.27M	$0	1	12.63%	Maintained
2739	WP WealthPLAN Partners Omaha, Nebraska	$2.27M	+$1.91M	4	0.65%	Increased
2740	TSS Thomas Story & Son Culver, Indiana	$2.27M	$0	3	1.34%	Maintained
2741	CWM Connecticut Wealth Management Farmington, Connecticut	$2.27M	+$18.1K	2	1.38%	Increased
2742	LAM Lingohr Asset Management Duesseldorf, Germany	$2.27M	-$15.1K	2	1.31%	Reduced
2743	SXL Summit X LLC Chesterfield, Missouri	$2.27M	+$2.25M	4	1.62%	New
2744	MM Midas Management New York	$2.26M	-$1.57M	1	1.2%	Reduced
2745	PTCG Pring Turner Capital Group Alamo, California	$2.26M	+$21.6K	1	2.29%	Increased
2746	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$2.25M	+$166K	13	1.03%	Increased
2747	VAM Verity Asset Management Durham, North Carolina	$2.24M	+$141K	2	1.68%	Increased
2748	SIM SSI Investment Management Los Angeles, California	$2.24M	-$250K	3	0.2%	Reduced
2749	FA FMA Advisory Harrisburg, Pennsylvania	$2.23M	-$1.02M	2	1.15%	Reduced
2750	AFS Access Financial Services Minneapolis, Minnesota	$2.23M	+$1.07M	2	1.82%	Increased