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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
2951	MSTVIM Messner & Smith Theme Value Investment Management San Diego, California	$339K	+$322K	1	0.67%	New
2952	RBC Roble Belko & Company Sewickley, Pennsylvania	$329K	+$46.7K	6	0.19%	Increased
2953	Avidian Wealth Enterprises Houston, Texas	$327K	+$12.3K	1	0.18%	Increased
2954	Dakota Wealth Management Palm Beach Gardens, Florida	$325K	-$10.5K	1	0.23%	Reduced
2955	BFG Bouchey Financial Group Troy, New York	$323K	-$3.88K	1	0.14%	Reduced
2956	FRM Foundation Resource Management Little Rock, Arkansas	$322K	$0	1	0.07%	Maintained
2957	B Bellecapital Zurich, Switzerland	$321K	+$318K	1	0.43%	New
2958	AWMG Alliance Wealth Management Group Flemington, New Jersey	$320K	+$128	1	0.27%	Increased
2959	GEM Global Endowment Management Charlotte, North Carolina	$315K	-$218K	1	0.07%	Reduced
2960	BRA Blue Rock Advisors Wayzata, Minnesota	$314K	+$150K	2	3.86%	Increased
2961	MLM Mount Lucas Management Newtown, Pennsylvania	$309K	+$27.9K	1	0.05%	Increased
2962	MGAM McGowan Group Asset Management Dallas, Texas	$307K	+$7.92K	1	0.06%	Increased
2963	SAM Silphium Asset Management London, United Kingdom	$307K	+$278K	1	0.51%	New
2964	HHAM HITE Hedge Asset Management Braintree, Massachusetts	$305K	$0	1	0.13%	Maintained
2965	BI Boulegeris Investments Sandy Springs, Georgia	$298K	+$283K	1	0.21%	New
2966	GMIM General Motors Investment Management New York	$298K	+$316K	1	9.76%	New
2967	SCP Syntal Capital Partners Midland, Texas	$292K	-$464K	1	0.35%	Reduced
2968	FAG Financial Advisory Group Houston, Texas	$291K	+$15.7K	1	0.14%	Increased
2969	GCM Grisanti Capital Management New York	$290K	-$159K	2	0.14%	Reduced
2970	CFA Cahill Financial Advisors Edina, Minnesota	$288K	-$8.28K	1	0.22%	Reduced
2971	SIAM Sterling Investment Advisors (Missouri) Bolivar, Missouri	$285K	+$883	1	0.3%	Increased
2972	PFG Piershale Financial Group Barrington, Illinois	$284K	-$58K	2	0.17%	Reduced
2973	HCM Hilton Capital Management Garden City, New York	$282K	-$11.9M	1	0.09%	Reduced
2974	HIS Horizon Investment Services Hammond, Indiana	$277K	+$250K	1	0.13%	New
2975	MVM McClain Value Management New Canaan, Connecticut	$276K	-$79.2K	1	0.22%	Reduced