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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
1876	SAIG Semper Augustus Investments Group Highlands Ranch, Colorado	$4.88M	+$6.58K	1	2.89%	Increased
1877	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$4.87M	+$963K	5	1.03%	Increased
1878	CRCM Crystal Rock Capital Management Bannockburn, Illinois	$4.82M	+$733K	1	3.1%	Increased
1879	EM Excalibur Management Waltham, Massachusetts	$4.8M	+$671K	3	5.64%	Increased
1880	RCM Reynolds Capital Management Las Vegas, Nevada	$4.76M	-$765K	13	3.08%	Reduced
1881	ERIM Eagle Ridge Investment Management Stamford, Connecticut	$4.75M	-$284K	1	2.63%	Reduced
1882	GF Goodman Financial Houston, Texas	$4.73M	+$144K	1	3.29%	Increased
1883	BA Bennicas & Associates Portola Valley, California	$4.72M	-$183K	3	3.4%	Reduced
1884	RC Roundview Capital Princeton, New Jersey	$4.71M	-$1.32M	5	2.44%	Reduced
1885	CCPM Cooper Creek Partners Management New York	$4.7M	+$192K	2	6.21%	Increased
1886	CCM Condor Capital Management Martinsville, New Jersey	$4.69M	-$113K	2	1.61%	Reduced
1887	TM TigerShark Management New York	$4.68M	+$469K	4	3.43%	Increased
1888	AB Atlas Brown Louisville, Kentucky	$4.67M	-$968K	4	3.5%	Reduced
1889	BEAM Baker Ellis Asset Management Vancouver, Washington	$4.65M	-$64.9K	6	1.75%	Reduced
1890	BO BRR OpCo Columbus, Ohio	$4.63M	+$68K	2	2.17%	Increased
1891	Smith Salley Wealth Management Greensboro, North Carolina	$4.62M	+$218K	3	3.72%	Increased
1892	PMFA Plante Moran Financial Advisors Southfield, Michigan	$4.61M	+$91.7K	18	2.82%	Increased
1893	OC Oarsman Capital Milwaukee, Wisconsin	$4.6M	+$25.3K	4	4.02%	Increased
1894	TAS TIFF Advisory Services Radnor, Pennsylvania	$4.58M	$0	2	2.02%	Maintained
1895	NCA NCM Capital Advisers Durham, North Carolina	$4.57M	-$1.2M	5	5.07%	Reduced
1896	HBK Sorce Advisory Erie, Pennsylvania	$4.57M	+$412K	5	1.89%	Increased
1897	JIC Joel Isaacson & Co New York	$4.56M	+$454K	10	1.86%	Increased
1898	FNYS First New York Securities New York	$4.55M	+$3.84M	4	1.81%	Increased
1899	WKA Wilson Kemp & Associates Birmingham, Michigan	$4.53M	-$7.47M	3	9.97%	Reduced
1900	WCBA Weaver C. Barksdale & Associates Nashville, Tennessee	$4.52M	+$91.6K	17	4.15%	Increased