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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	PG Proffitt & Goodson Knoxville, Tennessee	$1.81M	+$172K	2	0.91%	Increased
2777	MCF Advisors Covington, Kentucky	$1.8M	-$71.7K	12	0.39%	Reduced
2778	SG Somerset Group Wayzata, Minnesota	$1.79M	$0	1	1.78%	Maintained
2779	VIA Vantage Investment Advisors State College, Pennsylvania	$1.79M	+$51.3K	15	0.72%	Increased
2780	AMG Asset Management Group Stamford, Connecticut	$1.78M	-$113K	3	0.73%	Reduced
2781	PAS Professional Advisory Services Vero Beach, Florida	$1.78M	$0	4	0.41%	Maintained
2782	KL KWMG LLC Overland Park, Kansas	$1.76M	-$384K	1	0.77%	Reduced
2783	GC Gobi Capital San Francisco, California	$1.76M	+$1.7M	1	1.61%	New
2784	EU Emory University Atlanta, Georgia	$1.75M	+$1.69M	1	1.72%	New
2785	GBA Garrison Bradford & Associates New York	$1.75M	$0	2	1.61%	Maintained
2786	PV Private Vista Chicago, Illinois	$1.74M	+$196K	3	0.51%	Increased
2787	RQS Ramsey Quantitative Systems Louisville, Kentucky	$1.74M	-$399K	4	2.35%	Reduced
2788	AF Affiance Financial St. Louis Park, Minnesota	$1.73M	-$22.9K	4	1.39%	Reduced
2789	KAM Kavi Asset Management New York	$1.72M	+$299K	1	1.26%	Increased
2790	HJA Hugh Johnson Advisors Albany, New York	$1.72M	-$88K	3	0.59%	Reduced
2791	FUBT First United Bank & Trust Oakland, Maryland	$1.71M	+$31.7K	3	1.29%	Increased
2792	RSA Robertson Stephens Advisors San Francisco, California	$1.71M	+$1.65M	1	0.97%	New
2793	BKA Brick & Kyle Associates Newtown, Pennsylvania	$1.71M	+$124K	14	1.37%	Increased
2794	BWA Burt Wealth Advisors North Bethesda, Maryland	$1.7M	+$347K	8	1.52%	Increased
2795	ACM Avalon Capital Management Port Of Redwood City, California	$1.7M	+$913K	1	1.3%	Increased
2796	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$1.7M	-$267K	3	6.88%	Reduced
2797	HHGA Halbert Hargrove Global Advisors Long Beach, California	$1.68M	+$201K	5	0.47%	Increased
2798	DAM Doheny Asset Management Los Angeles, California	$1.68M	+$170K	2	0.81%	Increased
2799	SMC S. Muoio & Co New York	$1.68M	$0	1	0.88%	Maintained
2800	WI Wintrust Investments Chicago, Illinois	$1.68M	-$304K	4	0.7%	Reduced