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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
3126	AF Aldebaran Financial	$1.82M	-$153K	1	1.25%	Reduced
3127	CFC Coyle Financial Counsel Glenview, Illinois	$1.82M	+$1.72M	10	1.71%	Increased
3128	PC PhiloSmith Capital Stamford, Connecticut	$1.82M	$0	2	1.25%	Maintained
3129	Simon Quick Advisors Morristown, New Jersey	$1.82M	-$309K	14	0.77%	Reduced
3130	FNBOH First National Bank of Hutchinson Hutchinson, Kansas	$1.79M	-$64K	2	1.12%	Reduced
3131	AWA Acorn Wealth Advisors Grand Blanc, Michigan	$1.79M	-$31.7K	8	1.52%	Reduced
3132	NFGCM Norman Fields Gottscho Capital Management New York	$1.77M	-$2.54K	3	0.95%	Reduced
3133	BC Banced Corp Edwardsville, Illinois	$1.77M	+$387K	2	3.02%	Increased
3134	EM ELCO Management New York	$1.76M	+$318K	3	0.94%	Increased
3135	CFA Capstone Financial Advisors Downers Grove, Illinois	$1.75M	-$59.3K	3	0.53%	Reduced
3136	FWCM First Western Capital Management Los Angeles, California	$1.75M	+$688K	3	7.93%	Increased
3137	FSCM Front Street Capital Management Missoula, Montana	$1.75M	-$16.5K	1	0.68%	Reduced
3138	FP Factorial Partners Mt. Kisco, New York	$1.75M	-$1.24M	3	1.56%	Reduced
3139	PIA Pinion Investment Advisors Wichita, Kansas	$1.74M	-$5.95K	3	3.38%	Reduced
3140	IAA Ironsides Asset Advisors Rocky Mount, North Carolina	$1.74M	+$308K	2	0.59%	Increased
3141	PTCG Pring Turner Capital Group Alamo, California	$1.73M	-$177K	1	1.83%	Reduced
3142	MC Matisse Capital Portland, Oregon	$1.73M	+$327K	2	1.37%	Increased
3143	TIM Total Investment Management Scottsdale, Arizona	$1.73M	+$3.19K	3	0.4%	Increased
3144	VIG Vienna Insurance Group Warsaw, Poland	$1.72M	-$112K	2	1.19%	Reduced
3145	BI Bramshill Investments Naples, Florida	$1.71M	+$595K	1	0.66%	Increased
3146	TC Toews Corporation Northfield, New Jersey	$1.71M	-$1.2M	5	0.4%	Reduced
3147	CCM Canal Capital Management Richmond, Virginia	$1.7M	-$9.4K	1	0.95%	Reduced
3148	CP Camelot Portfolios Maumee, Ohio	$1.7M	-$74.9K	2	0.72%	Reduced
3149	FFS Founders Financial Securities Towson, Maryland	$1.7M	-$21.7K	2	0.52%	Reduced
3150	PFGIA Patriot Financial Group Insurance Agency Westborough, Massachusetts	$1.69M	-$574K	10	1.81%	Reduced