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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
2801	KL Kinsight LLC Birmingham, Alabama	$509K	-$43.5K	2	0.25%	Reduced
2802	LIA LBMC Investment Advisors Brentwood, Tennessee	$506K	-$31.4K	1	0.11%	Reduced
2803	SCP Syntal Capital Partners Midland, Texas	$506K	+$220K	4	0.63%	Increased
2804	CFS Commonwealth Financial Services Vienna, West Virginia	$502K	+$29.8K	3	0.44%	Increased
2805	GCM Grisanti Capital Management New York	$489K	$0	2	0.18%	Maintained
2806	SFS Summit Financial Strategies Columbus, Ohio	$486K	-$97	2	0.39%	Reduced
2807	Chicago Partners Investment Group Chicago, Illinois	$474K	-$83.6K	8	0.21%	Reduced
2808	SFM Sphera Funds Management Tel Aviv, Israel	$463K	-$2.83M	1	0.05%	Reduced
2809	AWA ARS Wealth Advisors St. Petersburg, Florida	$457K	-$177K	1	0.2%	Reduced
2810	GAM Gould Asset Management Claremont, California	$457K	-$238K	1	0.22%	Reduced
2811	TCM TD Capital Management Memphis, Tennessee	$453K	-$100K	2	0.11%	Reduced
2812	AIA Arbor Investment Advisors Winston Salem, North Carolina	$451K	$0	1	0.25%	Maintained
2813	WIC Water Island Capital New York	$441K	+$149K	1	0.02%	Increased
2814	PG Portola Group San Jose, California	$437K	$0	2	0.54%	Maintained
2815	Avior Wealth Management Omaha, Nebraska	$435K	+$80.5K	7	0.34%	Increased
2816	BC Banced Corp Edwardsville, Illinois	$435K	-$895K	2	0.61%	Reduced
2817	MCP Moab Capital Partners Southampton, New York	$431K	+$356K	1	0.14%	New
2818	FC FCA Corp Houston, Texas	$427K	-$322K	1	0.23%	Reduced
2819	CWM Catamount Wealth Management Westport, Connecticut	$412K	-$33.9K	2	0.34%	Reduced
2820	Advent Capital Management New York	$410K	-$1.62M	1	0.01%	Reduced
2821	NCM Northside Capital Management Hood River, Oregon	$400K	$0	1	0.27%	Maintained
2822	SGC South Georgia Capital Naperville, Illinois	$392K	+$8.71K	4	0.74%	Increased
2823	CAM Cypress Asset Management Houston, Texas	$390K	-$151K	1	0.07%	Reduced
2824	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$388K	-$1.66M	1	0.45%	Reduced
2825	GWA Genesis Wealth Advisors Braintree, Massachusetts	$380K	$0	9	0.32%	Maintained