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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
3501	EVC Eidelman Virant Capital Saint Louis, Missouri	$935K	+$1.01M	1	0.7%	New
3502	TMC Trellus Management Company Delray Beach, Florida	$934K	+$160K	2	2.11%	Increased
3503	GWI Grace & White Inc Ny, New York	$931K	$0	1	0.24%	Maintained
3504	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$929K	+$24.2K	2	0.11%	Increased
3505	JWM JFG Wealth Management Denver, Colorado	$926K	+$985K	2	0.83%	New
3506	VCM Vivaldi Capital Management Chicago, Illinois	$925K	+$604K	1	0.4%	Increased
3507	CWM Cedar Wealth Management Walnut Creek, California	$919K	-$41.2K	1	0.66%	Reduced
3508	RCS Retirement Capital Strategies San Jose, California	$919K	$0	1	0.52%	Maintained
3509	BFWA Benchmark Financial Wealth Advisors Boca Raton, Florida	$917K	+$981K	2	1.14%	New
3510	EFL ERn Financial LLC Middleton, Wisconsin	$917K	+$970K	2	0.82%	New
3511	SFS Summit Financial Strategies Columbus, Ohio	$916K	-$20.9K	1	0.51%	Reduced
3512	MWA MFA Wealth Advisors Pittsburgh, Pennsylvania	$913K	+$27K	1	0.91%	Increased
3513	AIC Ayalon Insurance Company Ramat Gan, Israel	$903K	+$42.8K	2	0.73%	Increased
3514	MS Mizuho Securities Tokyo, Japan	$902K	+$924K	5	0.08%	New
3515	RPGK Retirement Planning Group (Kansas) Leawood, Kansas	$902K	+$13.3K	2	0.24%	Increased
3516	LFGH Lee Financial Group Hawaii Honolulu, Hawaii	$892K	+$81.4K	1	0.96%	Increased
3517	NAH Neumann Advisory (HK) Central, Hong Kong	$889K	$0	1	0.62%	Maintained
3518	FVWA Foster Victor Wealth Advisors Greenville, South Carolina	$886K	+$912K	3	0.83%	New
3519	WLIM White Lighthouse Investment Management Bedford, Massachusetts	$886K	+$387K	2	0.49%	Increased
3520	DCM Dimension Capital Management Coral Gables, Florida	$885K	+$65.2K	1	0.43%	Increased
3521	NCM Next Capital Management New York	$880K	+$938K	10	0.77%	New
3522	NMC Nine Masts Capital Central, Hong Kong	$880K	+$289K	1	0.14%	Increased
3523	RTS Round Table Services Westfield, New Jersey	$880K	-$566K	1	0.33%	Reduced
3524	CCA Covey Capital Advisors Atlanta, Georgia	$878K	+$957K	2	1.41%	New
3525	PA Parkside Advisors Berkeley, California	$875K	+$395K	2	0.53%	Increased