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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	HCP Holt Capital Partners Fort Worth, Texas	$2.5M	+$1.43K	2	0.82%	Increased
2727	SIM SSI Investment Management Los Angeles, California	$2.5M	+$154K	3	0.21%	Increased
2728	TNAM Terra Nova Asset Management New York	$2.49M	+$20.1K	2	5.08%	Increased
2729	FIM Friedberg Investment Management Houston, Texas	$2.48M	-$10.4M	4	4.01%	Reduced
2730	HJA Hugh Johnson Advisors Albany, New York	$2.48M	+$153K	3	0.74%	Increased
2731	GCIA Gabelli & Co Investment Advisers Rye, New York	$2.47M	$0	3	0.28%	Maintained
2732	DM Delphi Management Brookline, Massachusetts	$2.47M	-$53.4K	1	1.38%	Reduced
2733	KCM KSA Capital Management Morristown, New Jersey	$2.46M	$0	1	12.65%	Maintained
2734	CFP Cornerstone Financial Partners Huntersville, North Carolina	$2.45M	-$764K	4	0.93%	Reduced
2735	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$2.45M	-$461K	6	1.98%	Reduced
2736	SIA Starfire Investment Advisers Southfield, Michigan	$2.45M	-$15.8K	6	1.48%	Reduced
2737	FCB First Command Bank Fort Worth, Texas	$2.44M	-$230K	11	1.52%	Reduced
2738	FCFS First Command Financial Services Fort Worth, Texas	$2.44M	-$230K	11	1.52%	Reduced
2739	SCM Segantii Capital Management Hong Kong	$2.44M	-$603K	1	0.95%	Reduced
2740	YP Yellowstone Partners Idaho Falls, Idaho	$2.44M	+$2.4M	3	1.28%	New
2741	LF Lee Financial Dallas, Texas	$2.41M	-$73.4K	11	0.78%	Reduced
2742	TSS Thomas Story & Son Culver, Indiana	$2.4M	$0	3	1.3%	Maintained
2743	SIC Shoker Investment Counsel Oxford, Ohio	$2.4M	-$90.8K	3	1.81%	Reduced
2744	CCM Carlson Capital Management Northfield, Minnesota	$2.37M	-$20.3K	2	0.7%	Reduced
2745	PTCG Pring Turner Capital Group Alamo, California	$2.36M	-$74.9K	1	2.34%	Reduced
2746	BLA Balter Liquid Alternatives Boston, Massachusetts	$2.36M	-$1.45M	5	2.63%	Reduced
2747	CL CIM LLC Albany, New York	$2.36M	-$31.2K	4	0.98%	Reduced
2748	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$2.36M	-$426K	3	0.86%	Reduced
2749	GJCM Grand Jean Capital Management San Francisco, California	$2.35M	+$1.18M	3	0.84%	Increased
2750	PAG Pinnacle Advisory Group Columbia, Maryland	$2.35M	+$54.9K	2	0.15%	Increased