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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
2126	SCM Sirios Capital Management Boston, Massachusetts	$2.35M	+$2.23M	1	0.36%	New
2127	RIA Regal Investment Advisors Kentwood, Michigan	$2.34M	+$2.25M	16	1.29%	New
2128	BL BCWM LLC Overland Park, Kansas	$2.33M	+$2.21M	1	1.41%	New
2129	Snyder Capital Management San Francisco, California	$2.31M	+$2.25M	1	0.12%	New
2130	NES New England Securities New York	$2.31M	+$2.28M	17	1.54%	New
2131	BIM Baldwin Investment Management West Conshohocken, Pennsylvania	$2.29M	+$2.41M	3	1.14%	New
2132	UAM UAS Asset Management New York	$2.29M	+$2.44M	1	1.6%	New
2133	11A 10-15 Associates Goshen, New York	$2.25M	+$2.14M	2	1.04%	New
2134	PWM ParenteBeard Wealth Management York, Pennsylvania	$2.23M	+$2.31M	4	1.01%	New
2135	TBI Telemus Beacon Investment Ann Arbor, Michigan	$2.19M	+$2.08M	1	2.33%	New
2136	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$2.18M	+$2.26M	3	1.1%	New
2137	OCG Opus Capital Group Cincinnati, Ohio	$2.18M	+$2.07M	1	0.13%	New
2138	ACM Artis Capital Management San Francisco, California	$2.16M	+$2.33M	2	1.84%	New
2139	EEG E.E. Geduld	$2.15M	+$2.1M	3	1.53%	New
2140	ODCM Old Dominion Capital Management Charlottesville, Virginia	$2.12M	+$2.27M	2	1.92%	New
2141	DAM Doheny Asset Management Los Angeles, California	$2.11M	+$2.26M	2	1.21%	New
2142	TCB Texas Capital Bancshares Dallas, Texas	$2.11M	+$2.12M	4	2.09%	New
2143	JAMONY Jacob Asset Management of New York Hermosa Beach, California	$2.1M	+$2.14M	4	2.84%	New
2144	SAM Summit Asset Management Memphis, Tennessee	$2.09M	+$2.18M	2	2.03%	New
2145	Twin Tree Management Dallas, Texas	$2.08M	+$2.17M	5	0.08%	New
2146	SCM Silver Capital Management New York	$2.07M	+$1.97M	1	1.96%	New
2147	PAS Partnervest Advisory Services Santa Barbara, California	$2.07M	+$2.07M	20	0.95%	New
2148	ARM Adirondack Research & Management Guilderland, New York	$2.06M	+$1.99M	2	1.54%	New
2149	AFC AFT Forsyth & Company West Palm Beach, Florida	$2.05M	+$2.09M	5	2.93%	New
2150	Advisory Services Network Atlanta, Georgia	$2.05M	+$1.89M	2	1.67%	New