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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
2001	BCM BBT Capital Management Fort Worth, Texas	$3.56M	-$2M	2	0.18%	Reduced
2002	Benjamin F. Edwards & Company St. Louis, Missouri	$3.54M	-$658K	13	1.31%	Reduced
2003	BHA Beech Hill Advisors New York	$3.54M	+$71.4K	1	1.92%	Increased
2004	HH Hilltop Holdings Dallas, Texas	$3.54M	+$272K	5	2.05%	Increased
2005	IRS Invictus RG (Singapore) Singapore	$3.54M	+$847K	14	3.01%	Increased
2006	CCM Chickasaw Capital Management Memphis, Tennessee	$3.53M	+$2.49M	3	0.24%	Increased
2007	LC Lakeshore Capital Birmingham, Alabama	$3.53M	-$8.03K	1	3.21%	Reduced
2008	SCM Stuyvesant Capital Management Armonk, New York	$3.51M	-$41.1K	1	6.84%	Reduced
2009	CC Cannell Capital Alta, Wyoming	$3.5M	+$152K	1	1.71%	Increased
2010	CIC Cincinnati Indemnity Company Fairfield, Ohio	$3.48M	$0	1	17.27%	Maintained
2011	KAM Kokusai Asset Management Tokyo, Japan	$3.46M	-$184K	1	4.35%	Reduced
2012	RC RBO & Co Saint Helena, California	$3.46M	+$38.7K	1	1.48%	Increased
2013	RBLCM Roaring Blue Lion Capital Management Dallas, Texas	$3.45M	-$734K	1	1.79%	Reduced
2014	NBC Neuberger Berman Canada Toronto, Ontario, Canada	$3.44M	+$381K	4	1.02%	Increased
2015	Quantbot Technologies New York	$3.43M	-$3.68M	14	2.13%	Reduced
2016	FBT Founders Bank & Trust Grand Rapids, Michigan	$3.43M	-$43.4K	5	1.75%	Reduced
2017	TPG Group Holdings (SBS) Advisors Fort Worth, Texas	$3.42M	+$3.42M	1	0.04%	New
2018	Global X Management Company New York	$3.42M	+$2.19M	4	0.4%	Increased
2019	GWM Graybill Wealth Management Elmhurst, Illinois	$3.42M	-$118K	2	2.92%	Reduced
2020	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$3.4M	+$116K	29	2.15%	Increased
2021	NIMI Natixis Investment Managers International Paris, France	$3.4M	$0	5	0.77%	Maintained
2022	BCM Bluefin Capital Management New York	$3.4M	-$4.6M	3	0.32%	Reduced
2023	CCM Chautauqua Capital Management Boulder, Colorado	$3.4M	+$1.53M	1	0.8%	Increased
2024	BSWMG Barrington Strategic Wealth Management Group Chicago, Illinois	$3.38M	+$157K	2	2.99%	Increased
2025	MC Miles Capital West Des Moines, Iowa	$3.38M	+$1.75M	2	1.93%	Increased