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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
2776	Horizon Investments Charlotte, North Carolina	$1.01M	+$967K	2	0.08%	New
2777	LBG Lloyds Banking Group London, United Kingdom	$1.01M	-$349K	3	8.19%	Reduced
2778	PFA Paradigm Financial Advisors Des Peres, Missouri	$1M	-$119K	3	0.63%	Reduced
2779	GIM Guild Investment Management Los Angeles, California	$999K	+$947K	1	3.21%	New
2780	Fenimore Asset Management Cobleskill, New York	$996K	-$33.7K	1	0.05%	Reduced
2781	PO Private Ocean San Rafael, California	$990K	+$122K	5	0.72%	Increased
2782	MCM MV Capital Management Bethesda, Maryland	$988K	+$107K	9	0.39%	Increased
2783	MUS Mitsubishi UFJ Securities Tokyo, Japan	$986K	+$76.8K	11	1.46%	Increased
2784	KBG Kahn Brothers Group New York	$985K	$0	1	0.18%	Maintained
2785	ADBIC A.D. Beadell Investment Counsel Mequon, Wisconsin	$984K	-$1.33M	1	0.86%	Reduced
2786	PCP Proficio Capital Partners Newton, Massachusetts	$982K	+$940K	28	0.96%	New
2787	GAM Gould Asset Management Claremont, California	$980K	+$256K	2	0.53%	Increased
2788	GBBWRPM Genovese Burford & Brothers Wealth & Retirement Plan Management Sacramento, California	$971K	+$974K	8	0.48%	New
2789	VDBMI Van Den Berg Management I Austin, Texas	$957K	+$671K	1	0.13%	Increased
2790	MC Matisse Capital Portland, Oregon	$956K	+$906K	1	0.48%	New
2791	HIP Hatteras Investment Partners Raleigh, North Carolina	$947K	-$1.43M	2	1.24%	Reduced
2792	WC Wexford Capital West Palm Beach, Florida	$945K	+$896K	1	0.22%	New
2793	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$944K	+$956K	8	0.86%	New
2794	AGM Alpine Global Management New York	$940K	+$869K	1	0.3%	New
2795	VFP Verus Financial Partners Richmond, Virginia	$919K	+$37.3K	2	0.43%	Increased
2796	ODCM Old Dominion Capital Management Charlottesville, Virginia	$917K	-$378K	1	1.16%	Reduced
2797	Klingman & Associates New York	$912K	-$29.2K	8	0.34%	Reduced
2798	CLA Cranberry Lake Advisors Houston, Texas	$905K	+$267K	1	0.53%	Increased
2799	CFS Commonwealth Financial Services Vienna, West Virginia	$903K	+$247K	4	3.07%	Increased
2800	TC TradeLink Capital Chicago, Illinois	$897K	-$12.1K	3	1.86%	Reduced