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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
3251	BCM BBT Capital Management Fort Worth, Texas	$2.57M	+$946K	6	3%	Increased
3252	BWCS Beirne Wealth Consulting Services Shelton, Connecticut	$2.56M	-$3.08M	4	2.3%	Reduced
3253	COI Capital One Investing Mclean, Virginia	$2.56M	+$294K	6	0.63%	Increased
3254	VAM Verity Asset Management Durham, North Carolina	$2.56M	-$59.2K	2	2.87%	Reduced
3255	NC Numen Capital London, United Kingdom	$2.55M	+$2.58M	1	1.82%	New
3256	BIM Beach Investment Management West Conshohocken, Pennsylvania	$2.55M	-$166K	1	4.16%	Reduced
3257	BCC Bridge City Capital Lake Oswego, Oregon	$2.55M	-$2.61M	2	1.4%	Reduced
3258	B Bridgeworth Birmingham, Alabama	$2.54M	+$997K	4	0.96%	Increased
3259	CCM Coe Capital Management Highland Park, Illinois	$2.54M	-$10.9K	2	2.81%	Reduced
3260	KIM Kestrel Investment Management San Mateo, California	$2.54M	-$12.7K	1	1.2%	Reduced
3261	WCWM Willow Creek Wealth Management Sebastopol, California	$2.53M	-$112K	3	1.21%	Reduced
3262	CASB Cape Ann Savings Bank Glocuster, Massachusetts	$2.53M	+$58.7K	2	2.91%	Increased
3263	WAG Winthrop Advisory Group Boston, Massachusetts	$2.53M	-$419K	3	1.06%	Reduced
3264	SST S Squared Technology New York	$2.52M	+$113K	2	1.88%	Increased
3265	LI Leap Investments Chicago, Illinois	$2.51M	+$2.84M	11	3.38%	New
3266	WC Westhampton Capital Winston-Salem, North Carolina	$2.51M	+$2.48M	3	2.12%	New
3267	SRCM Swift Run Capital Management Charlottesville, Virginia	$2.5M	-$142K	2	2.3%	Reduced
3268	KL KWMG LLC Overland Park, Kansas	$2.48M	-$145K	1	0.6%	Reduced
3269	CM Columbus Macro New Castle, Pennsylvania	$2.48M	-$143K	4	0.53%	Reduced
3270	OFW Omnia Family Wealth Aventura, Florida	$2.47M	-$749K	3	1.25%	Reduced
3271	AWS AJ Wealth Strategies New York	$2.47M	-$713K	2	0.36%	Reduced
3272	AIC Archer Investment Corporation Carmel, Indiana	$2.45M	-$35.6K	13	1.56%	Reduced
3273	CC Claybrook Capital Wellesley, Massachusetts	$2.45M	-$190K	1	1.29%	Reduced
3274	MFS Madrona Financial Services Everett, Washington	$2.44M	+$205K	1	2.26%	Increased
3275	SAM Summit Asset Management Memphis, Tennessee	$2.42M	+$22.5K	2	1.15%	Increased