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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	PCM Pennant Capital Management Summit, New Jersey	$1.11M	+$858K	1	0.03%	New
2752	EML Eos Management LP New York	$1.11M	$0	1	2.12%	Maintained
2753	AGM Alpine Global Management New York	$1.1M	+$989K	3	0.5%	New
2754	C WorldWide Group Copenhagen, Denmark	$1.1M	$0	1	0.02%	Maintained
2755	Dynamic Advisor Solutions Phoenix, Arizona	$1.1M	-$11.7K	2	0.45%	Reduced
2756	KWMG King Wealth Management Group Naples, Florida	$1.1M	+$338	2	0.59%	Increased
2757	Fenimore Asset Management Cobleskill, New York	$1.1M	$0	1	0.05%	Maintained
2758	GJCM Grand Jean Capital Management San Francisco, California	$1.1M	-$7.47M	2	0.47%	Reduced
2759	UAM UAS Asset Management New York	$1.06M	-$308K	2	0.62%	Reduced
2760	AA Apriem Advisors Irvine, California	$1.06M	+$443K	9	0.34%	Increased
2761	CM Cornerstone Management Duluth, Georgia	$1.06M	$0	1	0.64%	Maintained
2762	HCM HM Capital Management Clayton, Missouri	$1.06M	+$13.5K	1	1.1%	Increased
2763	EPM Equitec Proprietary Markets Chicago, Illinois	$1.04M	+$241K	1	0.04%	Increased
2764	LP LGL Partners Philadelphia, Pennsylvania	$1.04M	-$3.74K	2	0.56%	Reduced
2765	NorthRock Partners Minneapolis, Minnesota	$1.04M	+$374K	4	0.46%	Increased
2766	SAM Sunnymeath Asset Management Red Bank, New Jersey	$1.03M	-$228K	2	1.51%	Reduced
2767	BP BBR Partners New York	$1.03M	-$42K	3	0.17%	Reduced
2768	HC Hendley & Co Zanesville, Ohio	$1.03M	+$84.3K	1	0.63%	Increased
2769	BGA Belmont Global Advisors Dallas, Texas	$1.03M	-$140K	1	0.99%	Reduced
2770	PC Permit Capital West Conshohocken, Pennsylvania	$1.02M	-$346K	1	0.73%	Reduced
2771	KAM Kavi Asset Management New York	$1.02M	+$341K	1	0.82%	Increased
2772	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$1.02M	+$26.1K	8	0.41%	Increased
2773	SLF Sun Life Financial Toronto, Ontario, Canada	$1.01M	-$711K	1	0.12%	Reduced
2774	TIM Tortoise Investment Management White Plains, New York	$1.01M	-$109K	8	0.35%	Reduced
2775	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$1.01M	+$148K	8	1.32%	Increased