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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	CHP Cable Hill Partners Portland, Oregon	$2.6M	+$245K	32	1.08%	Increased
3002	PAMG Patton Albertson Miller Group Chattanooga, Tennessee	$2.6M	-$101K	3	1.31%	Reduced
3003	JGIA Jackson Grant Investment Advisers Stamford, Connecticut	$2.59M	+$18.2K	6	1.78%	Increased
3004	Arax Advisory Partners Denver, Colorado	$2.59M	+$323K	18	1.14%	Increased
3005	HCM Hutner Capital Management Manchester, Vermont	$2.57M	-$832K	2	2%	Reduced
3006	RCIM Russell Clark Investment Management London, United Kingdom	$2.56M	-$1.46M	1	0.5%	Reduced
3007	ACP Aveo Capital Partners Englewood, Colorado	$2.56M	+$485K	3	1.13%	Increased
3008	Integrated Wealth Concepts Waltham, Massachusetts	$2.56M	+$309K	4	0.87%	Increased
3009	FI Fosun International Hong Kong, China	$2.56M	+$716K	1	0.13%	Increased
3010	FAM Foothills Asset Management Scottsdale, Arizona	$2.54M	-$14.6K	1	1.94%	Reduced
3011	LA Lau Associates Greenville, Delaware	$2.54M	$0	2	1.74%	Maintained
3012	Aristeia Capital Greenwich, Connecticut	$2.54M	-$14.8M	1	0.09%	Reduced
3013	GA Greytown Advisors Miami, Florida	$2.53M	-$831K	3	1.18%	Reduced
3014	CA Cornerstone Advisory Hunt Valley, Maryland	$2.52M	-$192K	3	0.83%	Reduced
3015	TCM Traynor Capital Management Malvern, Pennsylvania	$2.52M	-$103K	5	0.92%	Reduced
3016	HAM Hammer Asset Management Auburn, California	$2.5M	+$2.62M	1	2.19%	New
3017	CT CPF Texas Plano, Texas	$2.5M	-$1.07M	6	1.33%	Reduced
3018	CCA Canyon Capital Advisors Dallas, Texas	$2.5M	+$2.7M	1	0.03%	New
3019	WC Wexford Capital West Palm Beach, Florida	$2.48M	-$1.23M	1	0.16%	Reduced
3020	GTAM Global Trust Asset Management West Palm Beach, Florida	$2.48M	+$11.5K	9	1.86%	Increased
3021	ODCM Old Dominion Capital Management Charlottesville, Virginia	$2.48M	-$8.62K	3	2.25%	Reduced
3022	SIC SFE Investment Counsel Los Angeles, California	$2.48M	-$36.5K	3	1.02%	Reduced
3023	Park Avenue Securities New York	$2.46M	-$235K	4	0.43%	Reduced
3024	AFS Access Financial Services Minneapolis, Minnesota	$2.45M	-$550K	2	1.73%	Reduced
3025	FWP FAS Wealth Partners Leawood, Kansas	$2.45M	-$120K	2	0.66%	Reduced