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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
1976	SKK Shepherd Kaplan Krochuk Boston, Massachusetts	$3.77M	-$308K	5	0.61%	Reduced
1977	IC IKOS CIF Limassol, Cyprus	$3.77M	+$2.55M	7	4.58%	Increased
1978	AIA AGF Investments America Toronto, Ontario, Canada	$3.76M	-$2.2M	1	1.33%	Reduced
1979	AWA AmeriServ Wealth Advisors Johnstown, Pennsylvania	$3.76M	-$22.6K	3	2.39%	Reduced
1980	FCFC First Commonwealth Financial Corp Indiana, Pennsylvania	$3.76M	-$283K	4	4.61%	Reduced
1981	EEG E.E. Geduld	$3.75M	+$1.19M	7	2.29%	Increased
1982	NCM Newland Capital Management New York	$3.72M	-$5.34M	1	4.77%	Reduced
1983	Massachusetts Mutual Life Insurance Springfield, Massachusetts	$3.72M	+$1.81M	5	3.55%	Increased
1984	MFIMFI Mesirow Financial Investment Management - Fixed Income Chicago, Illinois	$3.71M	-$2.52M	2	1.06%	Reduced
1985	LA Lau Associates Greenville, Delaware	$3.69M	-$1.98M	2	3.07%	Reduced
1986	RCAG Rehmann Capital Advisory Group Lansing, Michigan	$3.68M	-$497K	4	1.19%	Reduced
1987	SAM Solaris Asset Management New York	$3.67M	-$473K	6	2.67%	Reduced
1988	PPSG Princeton Portfolio Strategies Group Princeton, New Jersey	$3.63M	+$187K	2	2.67%	Increased
1989	DMK David M. Knott	$3.63M	$0	1	0.69%	Maintained
1990	NCMW Northern Capital Management (Wisconsin) Madison, Wisconsin	$3.61M	+$375K	2	2.11%	Increased
1991	EAM Eclectica Asset Management London, United Kingdom	$3.61M	+$3.47M	2	2.86%	New
1992	UFG United Fire Group Cedar Rapids, Iowa	$3.61M	$0	5	1.8%	Maintained
1993	FWM Focused Wealth Management Newburgh, New York	$3.6M	+$3.65M	11	3.43%	New
1994	KFA Kelleher Financial Advisors New York	$3.59M	-$65.8K	2	2.05%	Reduced
1995	NAMP NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania	$3.59M	-$488K	4	1.83%	Reduced
1996	SG Somerset Group Wayzata, Minnesota	$3.59M	-$394K	2	2.65%	Reduced
1997	GHAM Gilman Hill Asset Management New Canaan, Connecticut	$3.57M	-$794K	2	2.58%	Reduced
1998	BRWA B. Riley Wealth Advisors Boca Raton, Florida	$3.57M	+$107K	5	1.22%	Increased
1999	TCM Texan Capital Management Houston, Texas	$3.56M	+$59.6K	2	1.72%	Increased
2000	PTC Peak Ten Capital New York	$3.56M	-$7.1M	3	4.82%	Reduced