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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
3026	BBNB Baker Boyer National Bank Walla Walla, Washington	$2.07M	+$34.1K	3	6.23%	Increased
3027	HP Harvey Partners Tarrytown, New York	$2.06M	+$625K	2	2.61%	Increased
3028	SFWA Summit Financial Wealth Advisors Lafayette, Louisiana	$2.04M	-$583K	3	0.7%	Reduced
3029	SH Svenska Handelsbanken Stockholm, Sweden	$2.04M	-$439K	2	2.76%	Reduced
3030	Integrated Wealth Concepts Waltham, Massachusetts	$2.04M	+$1.92M	3	0.87%	New
3031	GIM Guardian Investment Management Tiburon, California	$2.04M	+$81.6K	1	2.15%	Increased
3032	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$2.02M	-$52.5K	3	6.68%	Reduced
3033	SP SWS Partners Columbus, Ohio	$2.01M	+$1.94M	14	1.51%	New
3034	GCM Gator Capital Management Tampa, Florida	$2M	+$1.96M	3	1.92%	New
3035	OGC Oak Grove Capital North Hampton, New Hampshire	$2M	+$1.92M	1	2.08%	New
3036	HHGA Halbert Hargrove Global Advisors Long Beach, California	$1.98M	+$290K	3	0.52%	Increased
3037	CPP Crow Point Partners Boston, Massachusetts	$1.98M	+$44.8K	13	0.31%	Increased
3038	IRC Investors Research Corp Atlanta, Georgia	$1.98M	+$1.92M	3	1.23%	New
3039	CA Crewe Advisors Salt Lake City, Utah	$1.98M	+$1.91M	4	1.94%	New
3040	FSCM Front Street Capital Management Missoula, Montana	$1.98M	-$19.6K	2	0.7%	Reduced
3041	ACM Axel Capital Management New York	$1.98M	-$3.58M	2	1.94%	Reduced
3042	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$1.97M	+$138K	11	0.48%	Increased
3043	PM Parametrica Management Wanchai, Hong Kong	$1.96M	-$3.32M	6	1.24%	Reduced
3044	RI Ridgewood Investments Springfield, New Jersey	$1.96M	+$375K	4	1.75%	Increased
3045	EMR Errol M. Rudman	$1.96M	+$1.93M	1	0.95%	New
3046	EU Emory University Atlanta, Georgia	$1.94M	-$10.1K	1	1.66%	Reduced
3047	PHK Point72 Hong Kong Hong Kong	$1.93M	-$871K	34	1.48%	Reduced
3048	JFGLC Johnson Financial Group LLC (Colorado) Denver, Colorado	$1.93M	+$28.6K	5	1.45%	Increased
3049	SBA Secrest Blakey & Associates Raleigh, North Carolina	$1.92M	+$1.85M	3	1.55%	New
3050	TDC Thompson Davis & Co Richmond, Virginia	$1.92M	-$1.18M	25	4.53%	Reduced