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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	TCM Tuttle Capital Management Riverside, Connecticut	$219K	-$78K	1	0.17%	Reduced
3002	SCA Sippican Capital Advisors Boston, Massachusetts	$217K	+$201K	1	0.25%	New
3003	KFS Kissinger Financial Services Hunt Valley, Maryland	$215K	+$211K	1	0.23%	New
3004	SDWMA Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania	$212K	+$208K	1	0.14%	New
3005	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$209K	-$346K	2	0.01%	Reduced
3006	FC FCA Corp Houston, Texas	$209K	-$412K	1	0.11%	Reduced
3007	LFG LifePlan Financial Group Dayton, Ohio	$208K	$0	1	0.14%	Maintained
3008	DPI Diversified Portfolios Inc Bloomfield Hills, Michigan	$203K	$0	1	0.13%	Maintained
3009	IF Ironwood Financial Tucson, Arizona	$201K	$0	4	0.14%	Maintained
3010	TMC Trellus Management Company Delray Beach, Florida	$199K	-$15.2K	1	0.29%	Reduced
3011	MLIM Mountain Lake Investment Management Boca Raton, Florida	$196K	-$11.4M	1	0.07%	Reduced
3012	JSAM J. Safra Asset Management New York	$193K	-$799K	4	0.34%	Reduced
3013	DPA Delphi Private Advisors San Diego, California	$191K	-$52.2K	18	0.33%	Reduced
3014	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$189K	+$1.19K	2	0.1%	Increased
3015	AP Advisors Preferred Rockville, Maryland	$180K	+$134K	1	0.08%	Increased
3016	LYV Live Your Vision West Conshohocken, Pennsylvania	$179K	+$178K	7	0.08%	New
3017	AIC Ayalon Insurance Company Ramat Gan, Israel	$176K	-$1.19M	3	0.15%	Reduced
3018	AFA Abacus FCF Advisors Orlando, Florida	$171K	-$10.2M	7	6.86%	Reduced
3019	OAJ Ogorek Anthony Joseph Williamsville, New York	$169K	$0	3	0.15%	Maintained
3020	NCMG NCM Capital Management Group Durham, North Carolina	$160K	$0	2	1.94%	Maintained
3021	JAM JW Asset Management Miami Beach, Florida	$153K	-$1.45M	1	0.11%	Reduced
3022	OHS Odey Holdings (Switzerland) Zurich, Switzerland, Switzerland	$127K	-$57K	1	5.54%	Reduced
3023	BC Barnett & Company Chattanooga, Tennessee	$120K	-$5.49K	4	0.06%	Reduced
3024	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$115K	-$80.4K	7	0.04%	Reduced
3025	WCM Wealthcare Capital Management Richmond, Virginia	$112K	+$3.05K	7	0.01%	Increased