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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
1951	LWM Lyons Wealth Management Winter Park, Florida	$3.99M	-$135K	2	3.6%	Reduced
1952	PWAP Private Wealth Advisors (Pennsylvania) Greensburg, Pennsylvania	$3.98M	+$2.2K	3	2.35%	Increased
1953	BT Bankers Trust Des Moines, Iowa	$3.96M	-$32K	2	2.79%	Reduced
1954	BHBT Burke & Herbert Bank & Trust Alexandria, Virginia	$3.96M	-$39.4K	4	4.46%	Reduced
1955	FCIM Fairview Capital Investment Management Greenbrae, California	$3.96M	-$299K	3	0.38%	Reduced
1956	New Mexico Educational Retirement Board Santa Fe, New Mexico	$3.96M	-$113M	2	0.16%	Reduced
1957	MBT Monroe Bank & Trust Monroe, Michigan	$3.96M	+$100K	5	1.63%	Increased
1958	SCM Siphron Capital Management Beverly Hills, California	$3.94M	-$3.83M	7	3.68%	Reduced
1959	B BancorpSouth Tupelo, Mississippi	$3.94M	+$120K	8	0.46%	Increased
1960	FTI Fiduciary Trust International Lincoln, Massachusetts	$3.93M	+$406K	4	1.32%	Increased
1961	GC Grace Capital Quincy, Massachusetts	$3.93M	+$207K	3	4.95%	Increased
1962	HT HighTower Trust Houston, Texas	$3.9M	-$125K	2	0.6%	Reduced
1963	Twin Tree Management Dallas, Texas	$3.9M	+$1.42M	7	0.13%	Increased
1964	Alesco Advisors Pittsford, New York	$3.89M	+$57.9K	2	0.46%	Increased
1965	LM Luminus Management Houston, Texas	$3.89M	+$2.32M	3	0.33%	Increased
1966	DHFB Dixon Hubard Feinour & Brown Roanoke, Virginia	$3.84M	-$2.73K	1	1.63%	Reduced
1967	LCM Leonard Capital Management Vero Beach, Florida	$3.84M	-$4.11M	2	1.53%	Reduced
1968	MPAM Murphy Pohlad Asset Management Eden Prairie, Minnesota	$3.83M	-$19.9K	2	3.43%	Reduced
1969	FI FCM Investments Dallas, Texas	$3.82M	-$46.4K	4	1.53%	Reduced
1970	TFA Transamerica Financial Advisors St. Petersburg, Florida	$3.8M	+$2.34M	11	0.49%	Increased
1971	NFGCM Norman Fields Gottscho Capital Management New York	$3.8M	-$544K	2	2.85%	Reduced
1972	SCM Southport Capital Management Chattanooga, Tennessee	$3.8M	-$81.9K	4	2.95%	Reduced
1973	LSA L & S Advisors Los Angeles, California	$3.79M	+$3.38M	1	1.53%	New
1974	CG Clinton Group New York	$3.78M	-$120K	4	1.15%	Reduced
1975	BDF Balasa Dinverno & Foltz	$3.78M	-$6.91K	3	0.63%	Reduced