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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
3151	HPC Hobart Private Capital Charlotte, North Carolina	$1.65M	+$287K	5	1.34%	Increased
3152	CPP Crow Point Partners Boston, Massachusetts	$1.65M	-$592K	4	0.31%	Reduced
3153	WAG Winthrop Advisory Group Boston, Massachusetts	$1.64M	-$81.8K	3	1.08%	Reduced
3154	BCM Bienville Capital Management New York	$1.64M	+$76.4K	4	0.13%	Increased
3155	CC Clearline Capital New York	$1.63M	-$4.1M	1	1.06%	Reduced
3156	GCM Gables Capital Management Miami, Florida	$1.63M	-$36.6K	11	1.33%	Reduced
3157	VIM Vista Investment Management Pittsburgh, Pennsylvania	$1.63M	+$159K	3	1.59%	Increased
3158	DAM Doheny Asset Management Los Angeles, California	$1.62M	-$179K	2	0.88%	Reduced
3159	AMG Asset Management Group Stamford, Connecticut	$1.62M	+$45.1K	3	0.57%	Increased
3160	MFS Madrona Financial Services Everett, Washington	$1.62M	-$51.8K	1	1.3%	Reduced
3161	AWM AllSquare Wealth Management Albany, New York	$1.61M	+$174K	13	1.22%	Increased
3162	PFM Probabilities Fund Management White Plains, New York	$1.59M	-$70.8K	1	2.35%	Reduced
3163	PGH Partners Group Holding Baar-Zug, Switzerland	$1.59M	-$52.3M	1	0.18%	Reduced
3164	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$1.59M	-$151K	2	1.37%	Reduced
3165	B Bridgeworth Birmingham, Alabama	$1.58M	+$3.54K	19	0.68%	Increased
3166	QC QCM Cayman Houston, Texas	$1.58M	+$161K	5	7.34%	Increased
3167	NIS National Investment Services Milwaukee, Wisconsin	$1.58M	+$3.32K	2	1.47%	Increased
3168	BA Bristol Advisors Conshohocken, Pennsylvania	$1.57M	+$1.19M	2	3.09%	Increased
3169	CA Continuum Advisory Eagle, Idaho	$1.57M	-$53.5K	3	1.15%	Reduced
3170	BWM Bernicke Wealth Management Altoona, Wisconsin	$1.56M	+$727K	2	1.09%	Increased
3171	PGA Premia Global Advisors Coral Gables, Florida	$1.56M	-$2.83M	5	2.03%	Reduced
3172	CSC Cove Street Capital El Segundo, California	$1.56M	$0	1	0.17%	Maintained
3173	IA Independence Advisors Wayne, Pennsylvania	$1.53M	-$558	3	0.49%	Reduced
3174	ESBC E.S. Barr & Co Lexington, Kentucky	$1.51M	-$4.69K	3	0.16%	Reduced
3175	SJIM St. Johns Investment Management Jacksonville, Florida	$1.51M	+$223K	4	1.11%	Increased