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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	AFS Amtrust Financial Services New York	$1.58M	-$1.04M	2	0.88%	Reduced
2852	EGA E&G Advisors Houston, Texas	$1.57M	-$69.1K	4	0.76%	Reduced
2853	WI Wedgewood Investors Erie, Pennsylvania	$1.57M	-$18.2K	2	1.35%	Reduced
2854	Circle Wealth Management Summit, New Jersey	$1.56M	+$47.5K	4	0.69%	Increased
2855	CFA Capstone Financial Advisors Downers Grove, Illinois	$1.56M	+$59K	2	0.75%	Increased
2856	NFGCM Norman Fields Gottscho Capital Management New York	$1.54M	$0	2	0.97%	Maintained
2857	Chicago Partners Investment Group Chicago, Illinois	$1.54M	-$943K	16	0.4%	Reduced
2858	CCM Canal Capital Management Richmond, Virginia	$1.54M	+$107K	2	0.95%	Increased
2859	JFGLC Johnson Financial Group LLC (Colorado) Denver, Colorado	$1.53M	-$32.6K	4	1.29%	Reduced
2860	PAS Professional Advisory Services Vero Beach, Florida	$1.52M	-$220K	3	0.33%	Reduced
2861	I INVST Indianapolis, Indiana	$1.52M	+$1.51M	2	2.17%	New
2862	FBFS First Business Financial Services Madison, Wisconsin	$1.52M	-$12.4K	3	0.31%	Reduced
2863	Harvest Fund Management Beijing, China	$1.51M	+$631K	8	0.22%	Increased
2864	DAM Doheny Asset Management Los Angeles, California	$1.51M	-$67.2K	2	0.71%	Reduced
2865	KL KWMG LLC Overland Park, Kansas	$1.5M	+$125K	1	0.53%	Increased
2866	EML Eos Management LP New York	$1.49M	$0	1	0.78%	Maintained
2867	TIM Total Investment Management Scottsdale, Arizona	$1.49M	-$5.73K	2	0.49%	Reduced
2868	Oberweis Asset Management Lisle, Illinois	$1.49M	-$27.5M	2	0.41%	Reduced
2869	MIM Monashee Investment Management Boston, Massachusetts	$1.49M	+$1.43M	2	0.63%	New
2870	Krilogy Financial St. Louis, Missouri	$1.49M	-$285K	15	0.42%	Reduced
2871	HCM HM Capital Management Clayton, Missouri	$1.49M	+$78.1K	1	1.37%	Increased
2872	MWM Mascoma Wealth Management Hanover, New Hampshire	$1.48M	+$218K	15	1%	Increased
2873	MSS Mitchell Sinkler & Starr Philadelphia, Pennsylvania	$1.48M	+$4.8K	3	2.42%	Increased
2874	HJMC Hellman Jordan Management Company Quincy, Massachusetts	$1.47M	+$1.34M	1	3.16%	New
2875	BHA Beech Hill Advisors New York	$1.47M	+$535K	3	0.8%	Increased