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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	SMC S. Muoio & Co New York	$1.66M	-$351K	1	0.85%	Reduced
2852	MSS Mitchell Sinkler & Starr Philadelphia, Pennsylvania	$1.65M	+$99K	3	2.59%	Increased
2853	LC Landaas & Company Milwaukee, Wisconsin	$1.64M	+$1.64M	11	1.44%	New
2854	VOAM Vertex One Asset Management Vancouver, British Columbia, Canada	$1.64M	+$520K	2	0.27%	Increased
2855	NorthRock Partners Minneapolis, Minnesota	$1.62M	+$919K	3	0.62%	Increased
2856	HCM HM Capital Management Clayton, Missouri	$1.62M	+$14.7K	1	1.43%	Increased
2857	SCG Sonata Capital Group Seattle, Washington	$1.61M	-$243K	1	1.2%	Reduced
2858	EML Eos Management LP New York	$1.61M	$0	1	0.49%	Maintained
2859	WDL Well Done LLC Holland, Michigan	$1.59M	+$870K	3	0.49%	Increased
2860	EM ELCO Management New York	$1.59M	-$577K	3	0.89%	Reduced
2861	TCM Traynor Capital Management Malvern, Pennsylvania	$1.59M	+$420K	4	0.76%	Increased
2862	CAM CMT Asset Management Chicago, Illinois	$1.58M	-$1.23M	2	0.08%	Reduced
2863	ACP Aveo Capital Partners Englewood, Colorado	$1.57M	-$214K	1	0.54%	Reduced
2864	AMG Asset Management Group Stamford, Connecticut	$1.57M	-$50.8K	3	0.59%	Reduced
2865	KL KWMG LLC Overland Park, Kansas	$1.56M	+$141K	1	0.51%	Increased
2866	ADBIC A.D. Beadell Investment Counsel Mequon, Wisconsin	$1.56M	-$219K	1	1.33%	Reduced
2867	Bogart Wealth LLC Mclean, Virginia	$1.54M	+$392K	9	1.14%	Increased
2868	TIM Tortoise Investment Management White Plains, New York	$1.54M	+$362K	13	0.47%	Increased
2869	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$1.54M	+$59.5K	2	1.13%	Increased
2870	CFA Capstone Financial Advisors Downers Grove, Illinois	$1.52M	-$28.1K	2	0.68%	Reduced
2871	CAM CGOV Asset Management Toronto, Ontario, Canada	$1.51M	-$164K	2	0.06%	Reduced
2872	VCM Vigilant Capital Management Portland, Maine	$1.51M	+$53.3K	13	0.23%	Increased
2873	MUS Mitsubishi UFJ Securities Tokyo, Japan	$1.51M	+$37K	8	7.21%	Increased
2874	HHGA Halbert Hargrove Global Advisors Long Beach, California	$1.51M	-$320K	3	0.41%	Reduced
2875	BBP Banco BTG Pactual Rio De Janeiro, Brazil	$1.5M	+$1.49M	3	0.62%	New