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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	Fenimore Asset Management Cobleskill, New York	$1.42M	+$188K	2	0.06%	Increased
2852	MM Meridian Management Little Rock, Arkansas	$1.42M	$0	1	0.84%	Maintained
2853	HPCM High Pointe Capital Management Chicago, Illinois	$1.41M	-$328K	1	2.32%	Reduced
2854	BEC Blue Edge Capital Richmond, Virginia	$1.41M	$0	1	0.79%	Maintained
2855	B Bellecapital Zurich, Switzerland	$1.41M	+$543K	2	1.25%	Increased
2856	SCG Sonata Capital Group Seattle, Washington	$1.4M	+$1.02K	1	1.09%	Increased
2857	CL CSS LLC Chicago, Illinois	$1.4M	-$295K	4	0.08%	Reduced
2858	RWG Regal Wealth Group Seal Beach, California	$1.4M	+$31.6K	6	1.14%	Increased
2859	BCM Bienville Capital Management New York	$1.39M	+$234K	5	0.31%	Increased
2860	OP Oldfield Partners London, United Kingdom	$1.39M	+$1.29M	1	0.11%	Increased
2861	BI Boulegeris Investments Sandy Springs, Georgia	$1.38M	+$263K	1	0.84%	Increased
2862	PA Planning Alternatives Birmingham, Michigan	$1.37M	-$2.2K	2	0.28%	Reduced
2863	CIAS Capital Investment Advisory Services Raleigh, North Carolina	$1.36M	+$1.31M	2	1.18%	New
2864	CI CAZ Investments Houston, Texas	$1.36M	$0	1	1.6%	Maintained
2865	MSS Mitchell Sinkler & Starr Philadelphia, Pennsylvania	$1.36M	+$32K	2	1.91%	Increased
2866	EA Elm Advisors Burlingame, California	$1.36M	-$20.8K	2	1.22%	Reduced
2867	VCM Vigilant Capital Management Portland, Maine	$1.35M	-$93.9K	14	0.24%	Reduced
2868	EML Eos Management LP New York	$1.34M	$0	1	0.72%	Maintained
2869	PAM PVG Asset Management Golden, Colorado	$1.34M	-$28.9K	1	0.56%	Reduced
2870	NCIM New Century Investment Management Southfield, Michigan	$1.34M	-$1.46M	2	1.9%	Reduced
2871	PIM Partner Investment Management San Francisco, California	$1.33M	-$898K	1	1.76%	Reduced
2872	AIA Armor Investment Advisors Raleigh, North Carolina	$1.33M	+$1.25M	2	1.37%	New
2873	GLA Good Life Advisors Reading, Pennsylvania	$1.33M	+$1.25M	4	0.77%	New
2874	Arax Advisory Partners Denver, Colorado	$1.32M	+$1.29M	17	0.66%	New
2875	LSC Lesa Sroufe & Co Seattle, Washington	$1.32M	+$169K	2	1.15%	Increased