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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
3601	UAML US Asset Management LLC Pittsburgh, Pennsylvania	$14M	-$1.32K	8	10.65%	Reduced
3602	CGH Contrarius Group Holdings Hamilton, Bermuda	$14M	+$2.78M	2	0.64%	Increased
3603	KCFA Key Client Fiduciary Advisors Fairfield, New Jersey	$14M	+$188K	7	4.03%	Increased
3604	LM Lincluden Management Mississauga, Ontario, Canada	$14M	+$3.61K	3	1.37%	Increased
3605	JF JSF Financial Los Angeles, California	$14M	+$479K	7	2.21%	Increased
3606	NCM Noesis Capital Mangement Boca Raton, Florida	$14M	-$159K	5	1.68%	Reduced
3607	NAG Northstar Advisory Group Northfield, New Jersey	$13.9M	-$1.65M	3	4.32%	Reduced
3608	MI Markowski Investments Tampa, Florida	$13.9M	+$14.9M	16	3.07%	New
3609	ATC Adirondack Trust Company Saratoga Springs, New York	$13.9M	+$74.4K	24	4.15%	Increased
3610	SRFM Shannon River Fund Management New York	$13.9M	-$36.8M	1	1.24%	Reduced
3611	NFG Nadler Financial Group Deerfield, Illinois	$13.9M	-$197K	4	1.18%	Reduced
3612	WI WrapManager Inc Mill Valley, California	$13.9M	-$1.74M	6	4.35%	Reduced
3613	UCI Uncommon Cents Investing Janesville, Wisconsin	$13.9M	+$163K	3	3.01%	Increased
3614	NB NBH Bank Greenwood Village, Colorado	$13.9M	+$14.6M	32	5.85%	New
3615	PB Pinnacle Bancorp Beatrice, Nebraska	$13.9M	+$80.2K	23	3.61%	Increased
3616	MG McHugh Group Bratenahl, Ohio	$13.9M	-$92.3K	5	7.09%	Reduced
3617	BLC Blue Line Capital Chicago, Illinois	$13.9M	+$4.55M	6	11.57%	Increased
3618	WIM Wiregrass Investment Management Thomasville, Georgia	$13.9M	+$270K	5	9.44%	Increased
3619	BMA Brooks Moore & Associates Chattanooga, Tennessee	$13.9M	+$350K	4	6.22%	Increased
3620	PWA Phoenix Wealth Advisors Chapel Hill, North Carolina	$13.9M	-$599K	5	4.67%	Reduced
3621	AIS AM Investment Strategies Chattanooga, Tennessee	$13.9M	-$47.9K	5	2.66%	Reduced
3622	PWAM Papamarkou Wellner Asset Management New York	$13.9M	$0	6	8.69%	Maintained
3623	DMBA Deseret Mutual Benefit Administrators Salt Lake City, Utah	$13.8M	-$3.24M	21	4.52%	Reduced
3624	IECM Intrinsic Edge Capital Management Chicago, Illinois	$13.8M	+$3.49M	3	1.43%	Increased
3625	CAG Cypress Advisory Group Scottsdale, Arizona	$13.8M	+$1.04M	9	10.72%	Increased