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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
2751	MM Meridian Management Little Rock, Arkansas	$1.17M	-$2.44M	1	0.75%	Reduced
2752	BCP Berkeley Capital Partners Milton, Georgia	$1.15M	+$1.12M	2	0.94%	New
2753	MCF Advisors Covington, Kentucky	$1.15M	-$42.5K	11	0.31%	Reduced
2754	VCM Vigilant Capital Management Portland, Maine	$1.14M	-$293K	7	0.23%	Reduced
2755	PV Private Vista Chicago, Illinois	$1.14M	+$1.3M	2	0.52%	New
2756	HCM HM Capital Management Clayton, Missouri	$1.14M	+$10.7K	1	1.21%	Increased
2757	BP BBR Partners New York	$1.14M	+$706K	3	0.17%	Increased
2758	HIH HRS Investment Holdings New York	$1.13M	+$1.24M	1	1.09%	New
2759	ESBC E.S. Barr & Co Lexington, Kentucky	$1.13M	-$15.8K	4	0.14%	Reduced
2760	BFIC Bedell Frazier Investment Counselling Walnut Creek, California	$1.13M	+$20.3K	2	0.56%	Increased
2761	HCM Highlander Capital Management Short Hills, New Jersey	$1.12M	+$4.81K	9	1.04%	Increased
2762	VCP Vista Capital Partners Portland, Oregon	$1.12M	+$266K	4	0.35%	Increased
2763	LSC Lesa Sroufe & Co Seattle, Washington	$1.1M	-$74.5K	1	1.14%	Reduced
2764	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$1.1M	-$47.8K	10	0.08%	Reduced
2765	BHA Beech Hill Advisors New York	$1.05M	+$762K	2	0.66%	Increased
2766	CCMU Cheyne Capital Management (UK) London, United Kingdom	$1.04M	+$1.05M	1	0.56%	New
2767	Tiedemann Advisors New York	$1.04M	+$76.4K	1	0.4%	Increased
2768	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$1.03M	+$268K	1	0.06%	Increased
2769	Dynamic Advisor Solutions Phoenix, Arizona	$1.03M	+$327K	2	0.43%	Increased
2770	FI FormulaFolio Investments Grand Rapids, Michigan	$1.03M	+$84.2K	2	0.26%	Increased
2771	DVM Dreman Value Management West Palm Beach, Florida	$1.03M	-$10.1M	3	0.31%	Reduced
2772	SAM Sunnymeath Asset Management Red Bank, New Jersey	$1.02M	+$991K	2	1.63%	New
2773	NA Nottingham Advisors Amherst, New York	$1.02M	+$51.6K	2	0.19%	Increased
2774	NC NewSquare Capital Newtown Square, Pennsylvania	$1.02M	-$52K	7	0.29%	Reduced
2775	FHB First Hawaiian Bank Honolulu, Hawaii	$1.01M	-$5.36K	2	0.17%	Reduced