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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	PA Planning Alternatives Birmingham, Michigan	$1.8M	+$130K	3	0.33%	Increased
2827	SWA SFMG Wealth Advisors Plano, Texas	$1.8M	-$197K	4	0.35%	Reduced
2828	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$1.79M	-$11.1M	1	0.2%	Reduced
2829	LCM Legato Capital Management San Francisco, California	$1.79M	-$8.72M	5	0.27%	Reduced
2830	FSCM Front Street Capital Management Missoula, Montana	$1.77M	-$446K	2	0.65%	Reduced
2831	PBO Peoples Bank (Ohio) Marietta, Ohio	$1.77M	+$8.51K	3	0.97%	Increased
2832	IAS IMA Advisory Services Denver, Colorado	$1.76M	+$29K	2	0.81%	Increased
2833	FBFS First Business Financial Services Madison, Wisconsin	$1.75M	+$134K	3	0.35%	Increased
2834	11A 10-15 Associates Goshen, New York	$1.74M	+$556K	3	0.44%	Increased
2835	CRCM Crystal Rock Capital Management Bannockburn, Illinois	$1.73M	+$469K	1	1.16%	Increased
2836	HCM Highlander Capital Management Short Hills, New Jersey	$1.72M	+$506K	8	1.34%	Increased
2837	GIM Guardian Investment Management Tiburon, California	$1.71M	-$219K	1	1.89%	Reduced
2838	HWA HCR Wealth Advisors Los Angeles, California	$1.71M	-$2.75M	4	0.72%	Reduced
2839	JFGLC Johnson Financial Group LLC (Colorado) Denver, Colorado	$1.71M	+$90.8K	4	1.42%	Increased
2840	FIM Fernwood Investment Management Quincy, Massachusetts	$1.71M	+$269K	3	1.07%	Increased
2841	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$1.71M	+$20.8K	7	0.44%	Increased
2842	PAS Professional Advisory Services Vero Beach, Florida	$1.7M	+$175K	4	0.36%	Increased
2843	EU Emory University Atlanta, Georgia	$1.7M	-$33.7K	1	1.34%	Reduced
2844	FNBOH First National Bank of Hutchinson Hutchinson, Kansas	$1.69M	-$57.7K	2	1.05%	Reduced
2845	Krilogy Financial St. Louis, Missouri	$1.69M	+$129K	21	0.43%	Increased
2846	SAM Silverback Asset Management Chapel Hill, North Carolina	$1.69M	+$1.55M	1	0.27%	New
2847	AFA Abacus FCF Advisors Orlando, Florida	$1.68M	+$26.8K	5	5.26%	Increased
2848	SJIC St. James Investment Company Southlake, Texas	$1.68M	+$1.36M	1	0.19%	Increased
2849	IIA IPG Investment Advisors San Diego, California	$1.68M	-$408K	2	0.58%	Reduced
2850	WI Wedgewood Investors Erie, Pennsylvania	$1.67M	$0	2	1.41%	Maintained