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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
2926	IWA Inspirion Wealth Advisors Libertyville, Illinois	$398K	$0	1	0.26%	Maintained
2927	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$398K	-$3.85M	1	0.07%	Reduced
2928	TC TradeLink Capital Chicago, Illinois	$393K	-$419K	1	1.87%	Reduced
2929	BCCM Blue Clay Capital Management Minneapolis, Minnesota	$391K	-$100K	1	0.45%	Reduced
2930	CFG CKW Financial Group Honolulu, Hawaii	$381K	+$16.3K	6	0.14%	Increased
2931	HRT Financial New York	$372K	+$175K	1	0.23%	Increased
2932	BJ Brouwer & Janachowski Mill Valley, California	$371K	-$40.8K	1	0.1%	Reduced
2933	BC Banced Corp Edwardsville, Illinois	$356K	-$464K	1	0.67%	Reduced
2934	CG Corundum Group Colorado Springs, Colorado	$344K	-$94.9K	1	0.53%	Reduced
2935	FMP Financial Management Professionals Austin, Texas	$343K	+$1.72K	14	0.18%	Increased
2936	RBC Roble Belko & Company Sewickley, Pennsylvania	$337K	+$16.8K	4	0.19%	Increased
2937	SAM Shikiar Asset Management New York	$328K	$0	1	0.15%	Maintained
2938	TCM TD Capital Management Memphis, Tennessee	$324K	-$114K	3	0.1%	Reduced
2939	FRM Foundation Resource Management Little Rock, Arkansas	$323K	$0	1	0.06%	Maintained
2940	GEM Global Endowment Management Charlotte, North Carolina	$316K	$0	1	0.07%	Maintained
2941	PTC Provident Trust Company Waukesha, Wisconsin	$315K	$0	1	0.02%	Maintained
2942	C CFO4Life Coppell, Texas	$314K	+$324K	1	0.27%	New
2943	MSTVIM Messner & Smith Theme Value Investment Management San Diego, California	$314K	$0	1	0.58%	Maintained
2944	SPWA SteelBridge Private Wealth Advisors Naples, Florida	$314K	+$285K	1	0.95%	New
2945	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$312K	$0	1	0.13%	Maintained
2946	BFG Bouchey Financial Group Troy, New York	$309K	+$10.4K	1	0.12%	Increased
2947	BFIC Bedell Frazier Investment Counselling Walnut Creek, California	$307K	-$779K	1	0.15%	Reduced
2948	ECM Endurant Capital Management San Mateo, California	$307K	-$196K	1	0.1%	Reduced
2949	DLG Daniel L. Goodwin	$302K	+$77.9K	1	0.1%	Increased
2950	PS Portfolio Solutions Royal Oak, Michigan	$302K	+$307K	1	0.05%	New