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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
3001	SCM Stonehearth Capital Management Danvers, Massachusetts	$203K	-$17.2K	1	0.14%	Reduced
3002	RCIM Russell Clark Investment Management London, United Kingdom	$201K	$0	1	0.05%	Maintained
3003	LWA Lowe Wealth Advisors Columbia, Maryland	$198K	+$53	4	0.13%	Increased
3004	MFT Moisand Fitzgerald Tamayo Orlando, Florida	$190K	+$186K	7	0.16%	New
3005	BRA Blue Rock Advisors Wayzata, Minnesota	$188K	+$187K	1	2.4%	New
3006	TG Threshold Group Seattle, Washington	$186K	+$184K	1	0.25%	New
3007	SCM Symons Capital Management Pittsburgh, Pennsylvania	$179K	+$180K	1	0.04%	New
3008	BHB Bank Hapoalim BM Tel Aviv, Israel	$175K	-$1.15M	1	0.04%	Reduced
3009	ACP Arcus Capital Partners Atlanta, Georgia	$172K	+$163K	1	0.12%	New
3010	OAJ Ogorek Anthony Joseph Williamsville, New York	$166K	$0	2	0.14%	Maintained
3011	TCM Tuttle Capital Management Riverside, Connecticut	$160K	$0	1	0.11%	Maintained
3012	NCMG NCM Capital Management Group Durham, North Carolina	$157K	$0	2	1.84%	Maintained
3013	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$152K	+$152K	6	0.17%	New
3014	PAM PT Asset Management Chicago, Illinois	$151K	-$40.1K	1	0.03%	Reduced
3015	WA Wilshire Advisors Santa Monica, California	$146K	+$142K	1	0.08%	New
3016	WCM Wealthcare Capital Management Richmond, Virginia	$144K	-$42.9K	6	0.02%	Reduced
3017	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$136K	+$70.4K	2	0.13%	Increased
3018	TCM Tanaka Capital Management New York	$131K	+$114K	2	0.28%	Increased
3019	OAM Orinda Asset Management Lafayette, California	$122K	+$116K	1	0.18%	New
3020	EDRPMB Edmond de Rothschild Private Merchant Banking London, United Kingdom	$114K	$0	1	0.35%	Maintained
3021	FFS Founders Financial Securities Towson, Maryland	$113K	+$113K	1	0.05%	New
3022	FMA FNY Managed Accounts New York	$103K	-$281K	1	0.51%	Reduced
3023	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$103K	$0	1	0.09%	Maintained
3024	RP Raiff Partners New York	$93K	-$169K	1	0.14%	Reduced
3025	Old Mission Capital Chicago, Illinois	$86K	-$652K	1	0.01%	Reduced