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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	CFA Cahill Financial Advisors Edina, Minnesota	$743K	+$106K	1	0.48%	Increased
2877	JCG JHL Capital Group Chicago, Illinois	$740K	+$740K	1	0.05%	New
2878	FNYS First New York Securities New York	$735K	+$581K	5	0.49%	Increased
2879	FC Financial Consulate Hunt Valley, Maryland	$726K	+$8.52K	1	0.65%	Increased
2880	ESBC E.S. Barr & Co Lexington, Kentucky	$721K	+$1.92K	3	0.09%	Increased
2881	Karpus Investment Management Pittsford, New York	$721K	+$219K	3	0.04%	Increased
2882	PC Pecaut & Co Sioux City, Iowa	$721K	$0	1	0.77%	Maintained
2883	CMT Capital Markets Trading Frankfurt, Germany	$718K	+$144K	2	0.07%	Increased
2884	LWA Lenox Wealth Advisors New York	$717K	-$31.4K	7	0.21%	Reduced
2885	CCP Centaur Capital Partners Southlake, Texas	$716K	$0	1	1.35%	Maintained
2886	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$715K	-$26.6K	1	0.15%	Reduced
2887	FWSM First Wilshire Securities Management Pasadena, California	$711K	$0	1	0.21%	Maintained
2888	AZA Arthur Zaske & Associates Bingham Farms, Michigan	$710K	+$674K	2	1.06%	New
2889	CCMLC Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut	$705K	-$297K	1	0.03%	Reduced
2890	ACM Avalon Capital Management Port Of Redwood City, California	$704K	+$690K	1	0.54%	New
2891	BWM Bernicke Wealth Management Altoona, Wisconsin	$693K	-$3.51K	1	0.6%	Reduced
2892	SHJ Sharkey, Howes & Javer Denver, Colorado	$692K	+$29.1K	7	0.42%	Increased
2893	Cooke & Bieler Philadelphia, Pennsylvania	$688K	-$15.9K	2	0.01%	Reduced
2894	CPA Columbia Pacific Advisors Seattle, Washington	$687K	+$625K	1	0.43%	New
2895	BC Banced Corp Edwardsville, Illinois	$676K	+$278K	2	1.33%	Increased
2896	GJCM Grand Jean Capital Management San Francisco, California	$673K	-$452K	2	0.29%	Reduced
2897	CWM Catamount Wealth Management Westport, Connecticut	$671K	+$146K	6	0.58%	Increased
2898	AIA Arbor Investment Advisors Winston Salem, North Carolina	$661K	-$20.2K	2	0.36%	Reduced
2899	HPA Hilltop Park Associates New York	$661K	+$601K	1	1.22%	New
2900	LCM Lafitte Capital Management Austin, Texas	$661K	+$134K	2	0.38%	Increased