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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
4251	QTM qPULA Trading Management New York	$2.34M	+$395K	6	4.19%	Increased
4252	EC EJF Capital Arlington, Virginia	$2.32M	+$676K	1	0.21%	Increased
4253	Mesirow Financial Investment Management Chicago, Illinois	$2.3M	-$53.2K	5	5.89%	Reduced
4254	BAM Baldrige Asset Management Allentown, Pennsylvania	$2.3M	+$145K	6	1%	Increased
4255	RFO RiverGlades Family Offices Naples, Florida	$2.3M	$0	5	1.78%	Maintained
4256	MCM Magnolia Capital Management Cold Spring, New York	$2.3M	-$87K	2	2.21%	Reduced
4257	AWM Accel Wealth Management Waverly, Iowa	$2.29M	+$53.8K	17	1.52%	Increased
4258	MCA Mendon Capital Advisors Key Largo, Florida	$2.28M	+$2.26M	1	0.82%	New
4259	SPP Single Point Partners Boston, Massachusetts	$2.28M	+$620K	5	0.78%	Increased
4260	EIG Ellenbecker Investment Group Waukesha, Wisconsin	$2.28M	-$74K	1	0.75%	Reduced
4261	UIA UBP Investment Advisors Geneva, Switzerland	$2.27M	-$562K	3	0.84%	Reduced
4262	PWM Peterson Wealth Management Sparks, Nevada	$2.27M	-$491K	2	1.77%	Reduced
4263	UFF USA Financial Formulas Ada, Michigan	$2.27M	-$3.57M	17	1.9%	Reduced
4264	CAM Crown Advisors Management Larkspur, California	$2.26M	$0	1	1.56%	Maintained
4265	FA Fermata Advisors Sonoma, California	$2.26M	+$1.22M	5	1.31%	Increased
4266	CFS Capital Financial Services Clifton Park, New York	$2.25M	$0	3	2.86%	Maintained
4267	ZCM Zebra Capital Management Stamford, Connecticut	$2.23M	-$208K	5	2.61%	Reduced
4268	EFL ERn Financial LLC Middleton, Wisconsin	$2.22M	+$47K	2	0.79%	Increased
4269	UWPG Ullmann Wealth Partners Group Jacksonville Beach, Florida	$2.21M	+$763	2	0.91%	Increased
4270	CIA Compass Ion Advisors Conshohocken, Pennsylvania	$2.21M	+$415K	3	0.86%	Increased
4271	MGB Mass General Brigham Somerville, Massachusetts	$2.21M	+$1.94M	2	0.54%	New
4272	BWA BlueSky Wealth Advisors New Bern, North Carolina	$2.2M	+$462K	5	0.43%	Increased
4273	DWA Dougherty Wealth Advisers Wayzata, Minnesota	$2.2M	$0	8	3.25%	Maintained
4274	KC Kinloch Capital Glen Allen, Virginia	$2.19M	+$62.6K	1	1.57%	Increased
4275	CL COWA LLC Tulsa, Oklahoma	$2.18M	-$305K	4	1.36%	Reduced