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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
2901	RBC Roble Belko & Company Sewickley, Pennsylvania	$223K	+$27K	4	0.13%	Increased
2902	RCIM Russell Clark Investment Management London, United Kingdom	$223K	+$221K	1	0.06%	New
2903	FAG Financial Advisory Group Houston, Texas	$221K	+$229K	1	0.11%	New
2904	PTC Provident Trust Company Waukesha, Wisconsin	$221K	$0	1	0.01%	Maintained
2905	Horizon Investments Charlotte, North Carolina	$217K	$0	1	0.02%	Maintained
2906	Brinker Capital Investments Berwyn, Pennsylvania	$214K	+$16.5K	3	0.01%	Increased
2907	OAJ Ogorek Anthony Joseph Williamsville, New York	$210K	+$14.1K	3	0.16%	Increased
2908	HCM Hilton Capital Management Garden City, New York	$209K	$0	1	0.06%	Maintained
2909	SCM Stonehearth Capital Management Danvers, Massachusetts	$208K	$0	1	0.14%	Maintained
2910	BGIM Boussard & Gavaudan Investment Management London, United Kingdom	$204K	+$194K	1	0.22%	New
2911	CCA Covey Capital Advisors Atlanta, Georgia	$202K	$0	1	0.12%	Maintained
2912	MAM Marquette Asset Management Minneapolis, Minnesota	$202K	+$208K	1	0.08%	New
2913	NCMG NCM Capital Management Group Durham, North Carolina	$176K	$0	2	1.98%	Maintained
2914	SAC Smith Affiliated Capital New York	$173K	$0	1	0.05%	Maintained
2915	EMA Efficient Market Advisors San Diego, California	$161K	$0	4	0.04%	Maintained
2916	FA Financial Advantage Columbia, Maryland	$159K	-$61.1K	2	0.15%	Reduced
2917	RIM Ranger International Management Lake Forest, Illinois	$147K	$0	1	0.04%	Maintained
2918	OAM Orinda Asset Management Lafayette, California	$142K	+$48.9K	2	0.16%	Increased
2919	P Palladiem Bryn Mawr, Pennsylvania	$123K	-$42.7K	7	0.1%	Reduced
2920	ZIM ZPR Investment Management Orange City, Florida	$116K	+$42.4K	1	0.12%	Increased
2921	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$90K	+$93.2K	3	0.09%	New
2922	VAM Verity Asset Management Durham, North Carolina	$84K	-$18.7K	1	0.08%	Reduced
2923	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$83K	$0	1	0.05%	Maintained
2924	RGI River Global Investors London, United Kingdom	$71K	-$10.6M	1	0.09%	Reduced
2925	RCG Ruggie Capital Group Tavares, Florida	$71K	+$53.1K	8	0.06%	Increased