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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	PIM Partner Investment Management San Francisco, California	$1.35M	-$32.3K	2	1.64%	Reduced
2877	DCM Divisar Capital Management San Francisco, California	$1.34M	+$1.31M	1	0.73%	New
2878	RVPG Relative Value Partners Group	$1.34M	+$89.5K	2	0.16%	Increased
2879	CIAS Capital Investment Advisory Services Raleigh, North Carolina	$1.34M	-$93.7K	2	0.98%	Reduced
2880	AIA Armor Investment Advisors Raleigh, North Carolina	$1.34M	-$31.5K	2	1.33%	Reduced
2881	HBK Sorce Advisory Erie, Pennsylvania	$1.32M	-$7.5M	3	0.22%	Reduced
2882	MUS Mitsubishi UFJ Securities Tokyo, Japan	$1.32M	+$150K	9	7.15%	Increased
2883	CM Crestline Management Fort Worth, Texas	$1.31M	-$992K	3	0.24%	Reduced
2884	MCM MV Capital Management Bethesda, Maryland	$1.29M	-$59K	10	0.41%	Reduced
2885	VCP Vista Capital Partners Portland, Oregon	$1.28M	+$179K	4	0.33%	Increased
2886	LFA Landmark Financial Advisors Bowling Green, Kentucky	$1.25M	-$7.37K	3	0.93%	Reduced
2887	MWM Mascoma Wealth Management Hanover, New Hampshire	$1.24M	-$21.4K	12	0.89%	Reduced
2888	WVP Worth Venture Partners Fort Lee, New Jersey	$1.24M	-$515K	2	1.09%	Reduced
2889	FIM Fernwood Investment Management Quincy, Massachusetts	$1.24M	-$309K	3	0.98%	Reduced
2890	NQWM Northwest Quadrant Wealth Management Bend, Oregon	$1.23M	+$3.33K	4	1.18%	Increased
2891	SFG StrategIQ Financial Group Merrillville, Indiana	$1.23M	+$229K	2	0.56%	Increased
2892	AF Aldebaran Financial	$1.2M	+$7.99K	1	0.91%	Increased
2893	HCM Highlander Capital Management Short Hills, New Jersey	$1.2M	+$174K	7	0.98%	Increased
2894	MWM MinichMacGregor Wealth Management Saratoga Springs, New York	$1.2M	+$262K	15	1.08%	Increased
2895	RI Ridgewood Investments Springfield, New Jersey	$1.19M	-$19.6K	2	1.28%	Reduced
2896	CM Cornerstone Management Duluth, Georgia	$1.19M	-$26.3K	1	0.61%	Reduced
2897	BCP Berkeley Capital Partners Milton, Georgia	$1.19M	-$98.3K	2	0.81%	Reduced
2898	Empyrean Capital Partners Los Angeles, California	$1.17M	+$1.14M	1	0.05%	New
2899	RSA Robertson Stephens Advisors San Francisco, California	$1.17M	-$618K	2	1.05%	Reduced
2900	TIM Tortoise Investment Management White Plains, New York	$1.17M	-$13.9K	8	0.38%	Reduced