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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	CCMW Cypress Capital Management (Wyoming) Sheridan, Wyoming	$1.03M	-$7.16K	9	1.09%	Reduced
2927	SA SRH Advisors Salina, Kansas	$1.02M	$0	9	5.08%	Maintained
2928	PCI Pacifica Capital Investments Leander, Texas	$1.02M	-$1.48M	2	0.51%	Reduced
2929	BHB Bank Hapoalim BM Tel Aviv, Israel	$1.02M	+$24.4K	2	0.27%	Increased
2930	GCM GoodHaven Capital Management Millburn, New Jersey	$1.02M	-$914K	1	0.41%	Reduced
2931	WAS Winch Advisory Services Appleton, Wisconsin	$1M	-$119K	4	0.69%	Reduced
2932	VCP Vista Capital Partners Portland, Oregon	$999K	-$169K	3	0.27%	Reduced
2933	CPR CSU Producer Resources Fairfield, Ohio	$996K	$0	1	5.55%	Maintained
2934	AF Aldebaran Financial	$991K	-$263K	1	0.78%	Reduced
2935	IA Independence Advisors Wayne, Pennsylvania	$985K	-$157K	2	0.43%	Reduced
2936	FO FT Options Chicago, Illinois	$984K	-$1.09M	3	1.13%	Reduced
2937	DSN D. Scott Neal Lexington, Kentucky	$982K	+$154K	6	0.7%	Increased
2938	HCM Highlander Capital Management Short Hills, New Jersey	$979K	-$46.2K	6	0.85%	Reduced
2939	KBG Kahn Brothers Group New York	$977K	$0	1	0.16%	Maintained
2940	CLCM Crawford Lake Capital Management Lakewood, New Jersey	$976K	+$979K	1	0.7%	New
2941	CAL Capital Advisors Ltd Shaker Heights, Ohio	$945K	+$13.2K	5	0.39%	Increased
2942	SFG StrategIQ Financial Group Merrillville, Indiana	$934K	+$1.07K	1	0.47%	Increased
2943	CCM Corsair Capital Management New York	$931K	-$58.4K	1	0.16%	Reduced
2944	CAM Concorde Asset Management Ann Arbor, Michigan	$926K	-$1.22M	3	1.66%	Reduced
2945	AWA Arete Wealth Advisors Chicago, Illinois	$921K	-$272K	2	0.43%	Reduced
2946	MC Matisse Capital Portland, Oregon	$921K	-$47.7K	1	0.5%	Reduced
2947	BIAS Beacon Investment Advisory Services Morristown, New Jersey	$917K	-$95.9K	1	0.18%	Reduced
2948	PO Private Ocean San Rafael, California	$912K	-$275K	4	0.62%	Reduced
2949	GI Glovista Investments Jersey City, New Jersey	$909K	+$252K	3	0.16%	Increased
2950	IF IRON Financial Northbrook, Illinois	$906K	-$16.8K	2	0.62%	Reduced