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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	GPCM Granite Point Capital Management Boston, Massachusetts	$714K	-$3.37M	1	0.11%	Reduced
2852	Cooke & Bieler Philadelphia, Pennsylvania	$712K	-$42.1K	2	0.02%	Reduced
2853	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$710K	+$685K	3	0.68%	New
2854	Edgewood Management Greenwich, Connecticut	$704K	+$25K	2	0.01%	Increased
2855	BWM Bernicke Wealth Management Altoona, Wisconsin	$700K	+$697K	1	0.68%	New
2856	FC Financial Consulate Hunt Valley, Maryland	$691K	-$275K	1	0.49%	Reduced
2857	KA Kerrisdale Advisers Miami, Florida	$689K	+$711K	1	0.18%	New
2858	GP GLG Partners London, United Kingdom	$688K	-$25M	1	0.02%	Reduced
2859	FWSM First Wilshire Securities Management Pasadena, California	$685K	$0	1	0.19%	Maintained
2860	PWPCM Perella Weinberg Partners Capital Management New York	$679K	-$303K	1	0.23%	Reduced
2861	DFIM Detwiler Fenton Investment Management Boston, Massachusetts	$678K	+$643K	1	3.51%	New
2862	LWA Lenox Wealth Advisors New York	$657K	-$16.6K	17	0.21%	Reduced
2863	ICAP Independence Capital Asset Partners Denver, Colorado	$655K	-$2.83M	2	7.04%	Reduced
2864	KKAMG Kernodle & Katon Asset Management Group Searcy, Arkansas	$646K	+$647K	8	0.62%	New
2865	DSN D. Scott Neal Lexington, Kentucky	$642K	+$378K	6	0.51%	Increased
2866	GA Geller Advisors New York	$642K	+$140K	1	0.38%	Increased
2867	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$640K	+$124K	1	1.52%	Increased
2868	GI Glovista Investments Jersey City, New Jersey	$638K	-$54.2K	2	0.11%	Reduced
2869	AIA Arbor Investment Advisors Winston Salem, North Carolina	$627K	+$223K	2	0.37%	Increased
2870	AWA ARS Wealth Advisors St. Petersburg, Florida	$627K	+$26.6K	1	0.32%	Increased
2871	VF Virtu Financial New York	$625K	+$638K	1	0.09%	New
2872	SHJ Sharkey, Howes & Javer Denver, Colorado	$620K	-$64.6K	6	0.43%	Reduced
2873	BEC Blue Edge Capital Richmond, Virginia	$619K	$0	1	0.4%	Maintained
2874	WDL Well Done LLC Holland, Michigan	$614K	+$599K	2	0.22%	New
2875	AA Apriem Advisors Irvine, California	$611K	+$61.3K	8	0.22%	Increased