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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
3326	SMM Stadion Money Management Watkinsville, Georgia	$2.02M	-$695K	2	0.07%	Reduced
3327	NM Nokota Management New York	$2.02M	-$99.9M	1	0.06%	Reduced
3328	AA Apriem Advisors Irvine, California	$2.02M	+$77.5K	4	0.53%	Increased
3329	PBT Pictet Bank & Trust Nassau, Bahamas	$2.01M	-$907K	1	0.88%	Reduced
3330	AF AMG Funds Stamford, Connecticut	$2M	-$628K	3	1.96%	Reduced
3331	FIA FNY Investment Advisers New York	$2M	-$2.24M	10	0.68%	Reduced
3332	VC Voit & Company Brookfield, Wisconsin	$1.99M	+$737K	3	2.1%	Increased
3333	LC Landaas & Company Milwaukee, Wisconsin	$1.99M	-$100K	4	1.44%	Reduced
3334	FCA FLC Capital Advisors Palm Desert, California	$1.97M	+$655K	3	0.89%	Increased
3335	Simon Quick Advisors Morristown, New Jersey	$1.96M	+$29.3K	10	0.82%	Increased
3336	MFS Madrona Financial Services Everett, Washington	$1.96M	-$268K	1	2.14%	Reduced
3337	Merit Financial Group Alpharetta, Georgia	$1.96M	+$38.7K	3	0.24%	Increased
3338	ESBC E.S. Barr & Co Lexington, Kentucky	$1.95M	+$127K	3	0.2%	Increased
3339	FSCM Front Street Capital Management Missoula, Montana	$1.94M	-$82K	1	0.51%	Reduced
3340	GC Gilbert & Cook West Des Moines, Iowa	$1.94M	+$258K	3	0.59%	Increased
3341	NEPWA New England Private Wealth Advisors Wellesley, Massachusetts	$1.94M	+$148K	3	0.5%	Increased
3342	GCM Gables Capital Management Miami, Florida	$1.93M	-$50.2K	5	1.55%	Reduced
3343	BT Brandywine Trust Hockessin, Delaware	$1.93M	+$876K	3	1.7%	Increased
3344	HP Harvey Partners Tarrytown, New York	$1.92M	+$1.93M	1	3.19%	New
3345	PPW Pasadena Private Wealth Pasadena, California	$1.92M	+$1.76M	3	2.07%	New
3346	GIM Greenwich Investment Management Norwalk, Connecticut	$1.91M	+$138K	1	2.06%	Increased
3347	AP Arlington Partners Birmingham, Alabama	$1.91M	-$6.14M	6	1.37%	Reduced
3348	I2I Insight 2811 Inc Chicago, Illinois	$1.91M	-$76.3K	3	1.46%	Reduced
3349	PCM Pointe Capital Management Grosse Pointe Farms, Michigan	$1.91M	-$9.47K	2	1.6%	Reduced
3350	TC TradeLink Capital Chicago, Illinois	$1.89M	+$1.65M	6	10.06%	New