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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
1826	FHC First Houston Capital Houston, Texas	$5.54M	+$5.55M	4	5.96%	New
1827	Bridges Investment Management Omaha, Nebraska	$5.54M	-$1.15M	3	1.37%	Reduced
1828	GIM Grassi Investment Management Santa Clara, California	$5.54M	-$328K	3	1.46%	Reduced
1829	AAM Augustine Asset Management Jacksonville, Florida	$5.53M	+$143K	1	3.81%	Increased
1830	DCM Dynamic Capital Management St. Helier, Jersey	$5.51M	-$2.4M	7	1.23%	Reduced
1831	NA Navellier & Associates Reno, Nevada	$5.51M	-$423K	7	0.16%	Reduced
1832	Exencial Wealth Advisors Oklahoma City, Oklahoma	$5.51M	-$14.4K	3	2.58%	Reduced
1833	HCM Hillman Capital Management Bethesda, Maryland	$5.51M	-$4.19K	3	8.44%	Reduced
1834	SFM Systematic Financial Management Teaneck, New Jersey	$5.5M	-$7.79M	5	0.04%	Reduced
1835	BCVI Bain Capital Venture Investors Boston, Massachusetts	$5.49M	$0	1	100%	Maintained
1836	RJ Ronald Juvonen	$5.46M	+$412K	1	9.84%	Increased
1837	AAM Autus Asset Management Scottsdale, Arizona	$5.44M	+$77.4K	3	2.3%	Increased
1838	ECM Exchange Capital Management Ann Arbor, Michigan	$5.43M	-$59.8K	5	2.85%	Reduced
1839	PCM Palouse Capital Management Spokane, Washington	$5.41M	+$3.71M	2	2.18%	Increased
1840	SMM Stadion Money Management Watkinsville, Georgia	$5.4M	+$2.18M	2	0.11%	Increased
1841	RT Reliance Trust Atlanta, Georgia	$5.39M	-$3.1M	5	5.26%	Reduced
1842	HFM Hartford Financial Management Hartford, Connecticut	$5.38M	-$34.6K	7	3.71%	Reduced
1843	SFI SPC Financial Inc Rockville, Maryland	$5.37M	-$124K	4	1.91%	Reduced
1844	I IberiaBank Lafayette, Louisiana	$5.36M	+$464K	6	3.52%	Increased
1845	Nikko Asset Management Americas New York	$5.34M	+$1.03M	3	0.18%	Increased
1846	Locust Wood Capital Advisers New York	$5.32M	-$3.64M	1	1.08%	Reduced
1847	MMCM Marque Millennium Capital Management New York	$5.28M	$0	3	2.61%	Maintained
1848	CAM Chesapeake Asset Management New York	$5.27M	-$67.4K	2	3.53%	Reduced
1849	BAM Boyar Asset Management New York	$5.26M	+$139K	4	5.04%	Increased
1850	GGPS Gary Goldberg Planning Services Suffern, New York	$5.25M	-$33.3K	6	3.18%	Reduced