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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
2851	MCM McGlinn Capital Management Wyomissing, Pennsylvania	$321K	+$333K	1	0.76%	New
2852	DRW Securities Chicago, Illinois	$319K	+$325K	1	0.04%	New
2853	YCM Yakira Capital Management Westport, Connecticut	$317K	+$328K	1	0.24%	New
2854	TAM Timucuan Asset Management Jacksonville, Florida	$314K	$0	1	0.03%	Maintained
2855	OCM Osterweis Capital Management San Francisco, California	$313K	-$99.2M	1	0.01%	Reduced
2856	DSN D. Scott Neal Lexington, Kentucky	$312K	+$20K	1	0.22%	Increased
2857	SCP Syntal Capital Partners Midland, Texas	$303K	-$112K	3	0.18%	Reduced
2858	HRT Financial New York	$296K	+$300K	1	0.42%	New
2859	WCM Weyland Capital Management Portsmouth, New Hampshire	$291K	-$39.3K	1	0.26%	Reduced
2860	LWA Lowe Wealth Advisors Columbia, Maryland	$285K	+$291K	4	0.2%	New
2861	CG Corundum Group Colorado Springs, Colorado	$284K	$0	1	1.15%	Maintained
2862	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$283K	-$38.3K	1	0.11%	Reduced
2863	IUAM Itau USA Asset Management New York	$282K	-$1.18M	1	0.07%	Reduced
2864	CFA Cahill Financial Advisors Edina, Minnesota	$281K	+$282	1	0.22%	Increased
2865	Hershey Trust Company Hershey, Pennsylvania	$277K	-$119K	1	0%	Reduced
2866	NA Nottingham Advisors Amherst, New York	$277K	-$223K	1	0.07%	Reduced
2867	Valmark Advisers Akron, Ohio	$276K	$0	1	0.01%	Maintained
2868	Dakota Wealth Management Palm Beach Gardens, Florida	$269K	+$272K	1	0.17%	New
2869	TSBJ Trevor, Stewart, Burton & Jacobsen New York	$268K	-$8M	1	0.21%	Reduced
2870	NEPPG New England Professional Planning Group Westerly, Rhode Island	$267K	+$283K	1	0.39%	New
2871	PAM PVG Asset Management Golden, Colorado	$266K	+$241K	1	0.06%	New
2872	EGA Emerging Global Advisors New York	$257K	-$44.7K	1	0.1%	Reduced
2873	MGAM McGowan Group Asset Management Dallas, Texas	$251K	+$254K	1	0.05%	New
2874	WIC Water Island Capital New York	$249K	+$124K	1	0.01%	Increased
2875	FNBOH First National Bank of Hutchinson Hutchinson, Kansas	$241K	$0	1	0.14%	Maintained