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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
2051	BMCMI Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania	$3.11M	-$4.17M	5	0.2%	Reduced
2052	MM Midas Management New York	$3.11M	$0	4	1.99%	Maintained
2053	SAA Southeast Asset Advisors Thomasville, Georgia	$3.1M	-$3.68M	4	1.35%	Reduced
2054	WCM Wisconsin Capital Management Madison, Wisconsin	$3.1M	-$2.23M	2	1.32%	Reduced
2055	GAM Garrison Asset Management Fayetteville, Arkansas	$3.09M	-$306K	1	2.7%	Reduced
2056	TYCC Texas Yale Capital Corp St. Petersburg, Florida	$3.09M	+$488K	4	0.52%	Increased
2057	PWPCM Perella Weinberg Partners Capital Management New York	$3.09M	-$11.7M	1	0.33%	Reduced
2058	HC Hendley & Co Zanesville, Ohio	$3.07M	-$2.93M	1	2.55%	Reduced
2059	TT Tower Trust Fort Wayne, Indiana	$3.07M	-$38.5K	3	2.07%	Reduced
2060	RBF Capital San Francisco, California	$3.05M	-$345K	6	0.81%	Reduced
2061	SNBOSCI Security National Bank of Sioux City Iowa Sioux City, Iowa	$3.05M	+$318K	3	4.42%	Increased
2062	SGCA Steel Grove Capital Advisors Memphis, Tennessee	$3.04M	-$3M	1	0.86%	Reduced
2063	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$3.03M	+$56.2K	3	5.58%	Increased
2064	CASB Cape Ann Savings Bank Glocuster, Massachusetts	$3.03M	+$162K	3	5.19%	Increased
2065	BTNA Bremer Trust National Association St. Cloud, Minnesota	$3.03M	-$1.41M	4	1.29%	Reduced
2066	BCM Bares Capital Management Austin, Texas	$3.03M	-$12.1M	3	0.28%	Reduced
2067	SOAMC Spirit of America Management Corp Syosset, New York	$3M	+$82.7K	5	1.1%	Increased
2068	PRHC P.R. Herzig & Co Roslyn Heights, New York	$2.99M	+$249K	2	3.9%	Increased
2069	GIA Gargoyle Investment Advisor Englewood, New Jersey	$2.97M	-$54.9K	2	1.84%	Reduced
2070	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$2.96M	+$31.9K	14	1.91%	Increased
2071	CC Cipher Capital New York	$2.94M	+$1.65M	5	4.1%	Increased
2072	OCG Opus Capital Group Cincinnati, Ohio	$2.92M	+$796K	2	0.17%	Increased
2073	TIC Trees Investment Counsel Chicago, Illinois	$2.92M	-$6.49K	2	2.54%	Reduced
2074	Savant Capital Rockford, Illinois	$2.91M	-$76.8K	3	1.59%	Reduced
2075	BMM Buffington Mohr McNeal Boise, Idaho	$2.9M	-$90.2K	2	1.82%	Reduced