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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	$208K	$0	1	0.15%	Maintained
2877	ZF Zhang Financial Portage, Michigan	$206K	$0	1	0.13%	Maintained
2878	RCIM Russell Clark Investment Management London, United Kingdom	$197K	$0	1	0.05%	Maintained
2879	PFG Piershale Financial Group Barrington, Illinois	$189K	-$71.4K	4	0.14%	Reduced
2880	ZIM ZPR Investment Management Orange City, Florida	$188K	+$9.8K	1	0.23%	Increased
2881	RBC Roble Belko & Company Sewickley, Pennsylvania	$185K	-$25.5K	4	0.11%	Reduced
2882	WCM Wealthcare Capital Management Richmond, Virginia	$181K	-$54.9K	7	0.02%	Reduced
2883	OAJ Ogorek Anthony Joseph Williamsville, New York	$174K	-$13.2K	2	0.14%	Reduced
2884	TCM Tuttle Capital Management Riverside, Connecticut	$169K	+$180K	1	0.12%	New
2885	EEG E.E. Geduld	$168K	-$156K	1	0.16%	Reduced
2886	PAM PT Asset Management Chicago, Illinois	$164K	+$166K	1	0.04%	New
2887	LWA Lowe Wealth Advisors Columbia, Maryland	$160K	-$66.5K	4	0.12%	Reduced
2888	EMA Efficient Market Advisors San Diego, California	$159K	+$2.75K	5	0.04%	Increased
2889	NCMG NCM Capital Management Group Durham, North Carolina	$157K	$0	2	1.95%	Maintained
2890	LYV Live Your Vision West Conshohocken, Pennsylvania	$154K	+$162K	6	0.07%	New
2891	FA Financial Advantage Columbia, Maryland	$149K	$0	2	0.14%	Maintained
2892	AIC AWM Investment Company New York	$119K	-$429K	1	0.02%	Reduced
2893	P Palladiem Bryn Mawr, Pennsylvania	$109K	-$8.98K	7	0.17%	Reduced
2894	DCM Decade Capital Management New York	$103K	-$902K	1	0.02%	Reduced
2895	EDRPMB Edmond de Rothschild Private Merchant Banking London, United Kingdom	$91K	+$92.4K	1	0.05%	New
2896	SAC Smith Affiliated Capital New York	$89.4K	-$78.9K	0	–	Closed
2897	GIG Goodnow Investment Group Darien, Connecticut	$82K	+$101K	1	0.02%	New
2898	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$82K	-$584	1	0.07%	Reduced
2899	CM Cascabel Management New York	$78K	+$83.4K	1	1.17%	New
2900	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$70K	-$11.9K	2	0.07%	Reduced