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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
3276	Tenor Capital Management New York	$2.42M	+$1.4M	1	0.12%	Increased
3277	PBO Peoples Bank (Ohio) Marietta, Ohio	$2.42M	+$41.6K	3	1.53%	Increased
3278	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$2.4M	+$5.61K	3	1.5%	Increased
3279	GC Gilbert & Cook West Des Moines, Iowa	$2.4M	+$275K	4	0.7%	Increased
3280	GCM Gables Capital Management Miami, Florida	$2.39M	+$225K	6	1.95%	Increased
3281	SFG StrategIQ Financial Group Merrillville, Indiana	$2.38M	-$43.9K	3	0.69%	Reduced
3282	NCM Next Capital Management New York	$2.38M	+$1.12M	45	1.6%	Increased
3283	Klingman & Associates New York	$2.38M	+$9.14K	1	0.4%	Increased
3284	AMG National Trust Bank Greenwood Village, Colorado	$2.36M	-$1.27M	2	0.14%	Reduced
3285	RBC Roble Belko & Company Sewickley, Pennsylvania	$2.35M	+$339K	15	0.73%	Increased
3286	TA TCG Advisors Austin, Texas	$2.35M	+$133K	10	2.15%	Increased
3287	SWMG Strategic Wealth Management Group Fulton, Maryland	$2.35M	-$224K	3	1.78%	Reduced
3288	MSA Marino Stram & Associates Braintree, Massachusetts	$2.34M	-$807K	2	1.71%	Reduced
3289	LC Landaas & Company Milwaukee, Wisconsin	$2.33M	+$179K	5	1.66%	Increased
3290	QCIG Quad-Cities Investment Group Davenport, Iowa	$2.33M	+$11.9K	16	2.03%	Increased
3291	MFW Mosaic Family Wealth St. Louis, Missouri	$2.31M	-$803K	4	0.97%	Reduced
3292	SCI SkyBridge Capital II New York	$2.31M	-$1.11M	1	3.3%	Reduced
3293	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$2.3M	-$210K	3	7.89%	Reduced
3294	NEPWA New England Private Wealth Advisors Wellesley, Massachusetts	$2.29M	+$193K	4	0.56%	Increased
3295	TFCP Twin Focus Capital Partners Boston, Massachusetts	$2.29M	+$640K	2	0.96%	Increased
3296	HCM Hutner Capital Management Manchester, Vermont	$2.27M	-$6.35K	1	1.61%	Reduced
3297	AIP Almanack Investment Partners Wayne, Pennsylvania	$2.27M	+$303K	5	0.52%	Increased
3298	Truepoint Inc Cincinnati, Ohio	$2.27M	+$1.27M	4	0.18%	Increased
3299	RCS Retirement Capital Strategies San Jose, California	$2.24M	+$771K	3	1.12%	Increased
3300	FFM Fullerton Fund Management Singapore	$2.23M	+$2.26M	1	0.75%	New