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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
2101	HCM Hengehold Capital Management Cincinnati, Ohio	$2.66M	-$2.62M	3	1.06%	Reduced
2102	MFS Monetta Financial Services Wheaton, Illinois	$2.66M	-$273K	2	2.05%	Reduced
2103	Allworth Financial Folsom, California	$2.66M	-$30.5K	3	1.38%	Reduced
2104	AIM Acropolis Investment Management St. Louis, Missouri	$2.65M	+$66.4K	2	0.56%	Increased
2105	MCM Marathon Capital Management Hunt Valley, Maryland	$2.65M	+$45.5K	2	2.28%	Increased
2106	Snyder Capital Management San Francisco, California	$2.65M	+$10.5K	1	0.14%	Increased
2107	RIA Regal Investment Advisors Kentwood, Michigan	$2.64M	+$186K	15	1.54%	Increased
2108	HMS Hanseatic Management Services Albuquerque, New Mexico	$2.61M	-$8.32M	4	1.75%	Reduced
2109	T Tahithromos New York	$2.61M	+$2.76M	1	0.44%	New
2110	BCA Benchmark Capital Advisors New York	$2.6M	-$1.02M	2	1.87%	Reduced
2111	MC Menta Capital San Francisco, California	$2.6M	-$688K	6	1.32%	Reduced
2112	SJL Shayne & Jacobs LLC Nashville, Tennessee	$2.58M	$0	2	2.33%	Maintained
2113	LI Longer Investments Fayetteville, Arkansas	$2.56M	-$787K	1	2.06%	Reduced
2114	BC Banced Corp Edwardsville, Illinois	$2.55M	-$646K	5	2.57%	Reduced
2115	PGA Portland Global Advisors Portland, Maine	$2.55M	+$46.1K	2	1.72%	Increased
2116	WSA Willow Street Advisors Naples, Florida	$2.53M	+$756K	2	1.57%	Increased
2117	VC Vicus Capital State College, Pennsylvania	$2.52M	+$22.9K	1	1.1%	Increased
2118	BCM Brightfield Capital Management New York	$2.52M	-$680K	2	3.13%	Reduced
2119	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$2.5M	+$69.5K	8	0.68%	Increased
2120	PA Para Advisors New York	$2.5M	+$2.47M	1	1.79%	New
2121	JWM Jacobus Wealth Management Milwaukee, Wisconsin	$2.48M	-$244K	4	0.87%	Reduced
2122	IAM ICM Asset Management Spokane, Washington	$2.47M	-$819K	1	2.66%	Reduced
2123	Capital Analysts LLC Fort Washington, Pennsylvania	$2.44M	-$2.5M	3	0.73%	Reduced
2124	OIM Opus Investment Management Worcester, Massachusetts	$2.43M	+$2.36M	1	0.55%	New
2125	EWP Edmunds White Partners Richmond, Virginia	$2.42M	+$2.17M	1	4.01%	New