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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
2876	SCM Stonehearth Capital Management Danvers, Massachusetts	$222K	$0	1	0.14%	Maintained
2877	MGAM McGowan Group Asset Management Dallas, Texas	$220K	$0	1	0.04%	Maintained
2878	FNBOH First National Bank of Hutchinson Hutchinson, Kansas	$218K	-$23.2K	1	0.12%	Reduced
2879	Horizon Investments Charlotte, North Carolina	$217K	-$214K	1	0.02%	Reduced
2880	AAP Ardsley Advisory Partners Stamford, Connecticut	$216K	-$569K	1	0.03%	Reduced
2881	CCA Covey Capital Advisors Atlanta, Georgia	$216K	+$217K	1	0.13%	New
2882	FA Financial Advantage Columbia, Maryland	$212K	+$56.5K	4	0.19%	Increased
2883	HCM Hilton Capital Management Garden City, New York	$212K	-$21.2K	1	0.08%	Reduced
2884	Brinker Capital Investments Berwyn, Pennsylvania	$210K	+$185K	3	0.01%	Increased
2885	CPA Columbia Pacific Advisors Seattle, Washington	$210K	-$2.21M	1	0.16%	Reduced
2886	STIA Stone Toro Investment Advisers Princeton, New Jersey	$206K	+$220K	1	2.07%	New
2887	CCIA Campbell & Co Investment Adviser Baltimore, Maryland	$205K	-$4.68M	1	0.13%	Reduced
2888	PTC Provident Trust Company Waukesha, Wisconsin	$203K	$0	1	0.01%	Maintained
2889	FI FormulaFolio Investments Grand Rapids, Michigan	$202K	+$200K	1	0.06%	New
2890	LFG LifePlan Financial Group Dayton, Ohio	$202K	+$203K	1	0.13%	New
2891	RBC Roble Belko & Company Sewickley, Pennsylvania	$197K	+$200K	4	0.12%	New
2892	OAJ Ogorek Anthony Joseph Williamsville, New York	$195K	-$41.4K	2	0.13%	Reduced
2893	PCM Potomac Capital Management New York	$189K	+$200K	1	0.2%	New
2894	NCMG NCM Capital Management Group Durham, North Carolina	$184K	$0	2	2.09%	Maintained
2895	RWJF Robert Wood Johnson Foundation Princeton, New Jersey	$182K	$0	1	0.01%	Maintained
2896	SAC Smith Affiliated Capital New York	$178K	+$62.8K	1	0.05%	Increased
2897	EVC Eidelman Virant Capital Saint Louis, Missouri	$172K	+$174K	1	0.07%	New
2898	P Palladiem Bryn Mawr, Pennsylvania	$162K	-$66.5K	7	0.13%	Reduced
2899	ACA Apis Capital Advisors New York	$160K	+$70.2K	1	0.22%	Increased
2900	EMA Efficient Market Advisors San Diego, California	$157K	-$2K	4	0.04%	Reduced