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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	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$1.04M	+$59.6K	10	1.34%	Increased
2802	WAS Winch Advisory Services Appleton, Wisconsin	$1.04M	+$469K	1	0.85%	Increased
2803	CIM Cambria Investment Management Manhattan Beach, California	$1.04M	+$1.04M	1	0.49%	New
2804	AIS Accurate Investment Solutions Seven Fields, Pennsylvania	$1.03M	+$5.57K	8	0.94%	Increased
2805	TAAM Top Ace Asset Management Hong Kong	$1.03M	$0	1	1.11%	Maintained
2806	BI Boulegeris Investments Sandy Springs, Georgia	$1.02M	+$463K	1	0.65%	Increased
2807	LP LGL Partners Philadelphia, Pennsylvania	$1.02M	-$42.8K	2	0.53%	Reduced
2808	AWM AllSquare Wealth Management Albany, New York	$1.01M	+$38.2K	6	0.97%	Increased
2809	CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota	$1M	+$406K	1	0.12%	Increased
2810	Klingman & Associates New York	$998K	+$68.1K	10	0.3%	Increased
2811	TIM Tortoise Investment Management White Plains, New York	$998K	-$90.9K	6	0.34%	Reduced
2812	KIC Keating Investment Counselors Delray Beach, Florida	$997K	$0	2	0.49%	Maintained
2813	Graham Capital Management Rowayton, Connecticut	$981K	+$518K	1	0.03%	Increased
2814	ICM ISZO Capital Management New York	$978K	+$889K	1	5.53%	New
2815	GS Girard Securities San Diego, California	$969K	-$20.4K	3	0.99%	Reduced
2816	SA SRH Advisors Salina, Kansas	$968K	$0	9	5.05%	Maintained
2817	PSC Piper Sandler & Co Minneapolis, Minnesota	$965K	+$965K	2	1.85%	New
2818	TNB Thomasville National Bank Thomasville, Georgia	$955K	-$7.16M	1	0.56%	Reduced
2819	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$953K	+$221K	3	1.21%	Increased
2820	CPR CSU Producer Resources Fairfield, Ohio	$953K	$0	1	5.59%	Maintained
2821	LOCC Lombard Odier & Cie (Canada) Montreal, Quebec, Canada	$952K	+$139K	3	2.71%	Increased
2822	HCM Highlander Capital Management Short Hills, New Jersey	$947K	-$18.5K	6	0.85%	Reduced
2823	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$942K	+$170K	1	0.21%	Increased
2824	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$942K	-$2.25K	4	0.55%	Reduced
2825	CCM Corsair Capital Management New York	$940K	+$940K	1	0.16%	New