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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
2826	LIA LBMC Investment Advisors Brentwood, Tennessee	$839K	+$357K	2	0.17%	Increased
2827	EDRIA Edmonds Duncan Registered Investment Advisors Lawrence, Kansas	$836K	+$105	2	0.56%	Increased
2828	BC Banced Corp Edwardsville, Illinois	$835K	+$303K	2	1.46%	Increased
2829	CFA Camarda Financial Advisors Fleming Island, Florida	$835K	-$372K	10	0.52%	Reduced
2830	BHB Bank Hapoalim BM Tel Aviv, Israel	$824K	+$650K	2	0.2%	Increased
2831	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$824K	-$275K	5	0.06%	Reduced
2832	CAM Cypress Asset Management Houston, Texas	$821K	+$430K	2	0.17%	Increased
2833	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$819K	-$450K	7	1.1%	Reduced
2834	MC Matisse Capital Portland, Oregon	$817K	-$127K	1	0.43%	Reduced
2835	TCM Traynor Capital Management Malvern, Pennsylvania	$804K	-$45.8K	2	0.64%	Reduced
2836	TC TradeLink Capital Chicago, Illinois	$802K	-$152K	3	1.48%	Reduced
2837	NEPWA New England Private Wealth Advisors Wellesley, Massachusetts	$797K	+$199K	3	0.33%	Increased
2838	BWM BerganKDV Wealth Management Bloomington, Minnesota	$794K	+$707K	2	0.48%	New
2839	EPM Equitec Proprietary Markets Chicago, Illinois	$788K	+$660K	1	0.06%	Increased
2840	GP GLG Partners London, United Kingdom	$787K	+$27.8K	2	0.02%	Increased
2841	SJIC St. James Investment Company Southlake, Texas	$782K	-$12.7M	1	0.1%	Reduced
2842	MFS Madrona Financial Services Everett, Washington	$781K	-$3.25K	1	0.81%	Reduced
2843	HJA Hugh Johnson Advisors Albany, New York	$778K	+$19.5K	2	0.31%	Increased
2844	MCM Millie Capital Management Walnut Creek, California	$770K	$0	1	0.83%	Maintained
2845	YCM Yakira Capital Management Westport, Connecticut	$765K	+$754K	2	0.25%	New
2846	ADBIC A.D. Beadell Investment Counsel Mequon, Wisconsin	$764K	-$204K	1	0.7%	Reduced
2847	AWM Affinity Wealth Management Wilmington, Delaware	$747K	+$557K	3	0.46%	Increased
2848	LWM Lenox Wealth Management Cincinnati, Ohio	$747K	-$43K	9	0.52%	Reduced
2849	DRW Securities Chicago, Illinois	$744K	$0	1	0.05%	Maintained
2850	PC Pecaut & Co Sioux City, Iowa	$743K	$0	1	0.75%	Maintained