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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
3301	FSCM Front Street Capital Management Missoula, Montana	$2.23M	+$23K	1	0.58%	Increased
3302	FGAM Financial Gravity Asset Management Lakeway, Texas	$2.22M	+$532K	41	1.82%	Increased
3303	PIA Pinion Investment Advisors Wichita, Kansas	$2.21M	-$737K	4	4.75%	Reduced
3304	MIOT Massachusetts Institute of Technology Cambridge, Massachusetts	$2.21M	+$2.11M	1	2.12%	New
3305	WCM Washington Capital Management Seattle, Washington	$2.21M	-$1.67M	6	2.51%	Reduced
3306	TWM Tolleson Wealth Management Dallas, Texas	$2.21M	$0	4	1.52%	Maintained
3307	NCM Noesis Capital Mangement Boca Raton, Florida	$2.19M	+$226K	3	0.75%	Increased
3308	PI PHH Investments Addison, Texas	$2.18M	-$2.43M	1	0.62%	Reduced
3309	TF TimeScale Financial Danvers, Massachusetts	$2.17M	+$493K	17	0.8%	Increased
3310	DCM Dynamic Capital Management St. Helier, Jersey	$2.16M	+$579K	3	10.78%	Increased
3311	TMC Trellus Management Company Delray Beach, Florida	$2.16M	-$64.9K	2	2.92%	Reduced
3312	BOTOTLSJU Board of Trustees of The Leland Stanford Junior University Redwood City, California	$2.15M	-$2.07M	3	0.3%	Reduced
3313	TIM Total Investment Management Scottsdale, Arizona	$2.15M	+$1.03K	3	0.49%	Increased
3314	GPC Glacier Peak Capital Bellevue, Washington	$2.13M	+$888K	2	2.02%	Increased
3315	ESBC E.S. Barr & Co Lexington, Kentucky	$2.11M	-$3.81K	3	0.21%	Reduced
3316	GIM Greenwich Investment Management Norwalk, Connecticut	$2.11M	+$7.81K	1	2.06%	Increased
3317	TWM Titus Wealth Management Larskpur, California	$2.1M	+$211K	3	2.08%	Increased
3318	Vanguard Capital Wealth Advisors Denver, Colorado	$2.09M	-$37.7K	3	2.53%	Reduced
3319	RCIM Russell Clark Investment Management London, United Kingdom	$2.09M	+$711K	1	1.33%	Increased
3320	I INVST Indianapolis, Indiana	$2.09M	+$16K	3	1.07%	Increased
3321	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$2.09M	+$1.55M	2	1.08%	Increased
3322	MCM MV Capital Management Bethesda, Maryland	$2.08M	+$34.9K	12	0.48%	Increased
3323	TIM Tortoise Investment Management White Plains, New York	$2.08M	+$134K	22	0.53%	Increased
3324	CFA Capstone Financial Advisors Downers Grove, Illinois	$2.08M	+$170K	3	0.34%	Increased
3325	PC Permanens Capital New York	$2.07M	+$1.51M	5	0.59%	Increased