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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	LWI Long Wharf Investors Boston, Massachusetts	$2.42M	-$142K	4	2.31%	Reduced
2127	ARM Adirondack Research & Management Guilderland, New York	$2.4M	$0	2	1.38%	Maintained
2128	KIA Kopp Investment Advisors Bloomington, Minnesota	$2.39M	-$201K	2	0.88%	Reduced
2129	BIM Baldwin Investment Management West Conshohocken, Pennsylvania	$2.36M	+$36.2K	3	1.14%	Increased
2130	Nantahala Capital Management New Canaan, Connecticut	$2.35M	-$5.51M	1	0.53%	Reduced
2131	FHC First Heartland Consultants Lake St. Louis, Missouri	$2.34M	-$79.8K	3	1.41%	Reduced
2132	KCP Kenmare Capital Partners New York	$2.34M	-$8.85M	2	1.14%	Reduced
2133	MVM McClain Value Management New Canaan, Connecticut	$2.33M	-$270K	1	0.49%	Reduced
2134	Accredited Investors Edina, Minnesota	$2.32M	-$308K	4	0.86%	Reduced
2135	FAM Formidable Asset Management Cincinnati, Ohio	$2.31M	+$2.29M	9	2%	New
2136	PCMI Princeton Capital Management Inc Princeton, New Jersey	$2.31M	-$10.5K	1	2.11%	Reduced
2137	BIM Barton Investment Management West Conshohocken, Pennsylvania	$2.29M	-$204K	4	1.04%	Reduced
2138	HP HT Partners Centerbrook, Connecticut	$2.29M	-$1.73M	2	1.48%	Reduced
2139	Advisory Services Network Atlanta, Georgia	$2.28M	+$2.4K	2	1.96%	Increased
2140	BL BCWM LLC Overland Park, Kansas	$2.26M	+$22.3K	1	1.38%	Increased
2141	BBNB Baker Boyer National Bank Walla Walla, Washington	$2.26M	-$18.4K	2	4.99%	Reduced
2142	AFC AFT Forsyth & Company West Palm Beach, Florida	$2.26M	+$148K	5	2.93%	Increased
2143	I2I Insight 2811 Inc Chicago, Illinois	$2.26M	-$332K	3	1.13%	Reduced
2144	ODCM Old Dominion Capital Management Charlottesville, Virginia	$2.25M	-$27.1K	2	2.28%	Reduced
2145	DAM Doheny Asset Management Los Angeles, California	$2.25M	+$124K	2	1.24%	Increased
2146	BWM Braver Wealth Management Needham, Massachusetts	$2.22M	+$533K	2	0.76%	Increased
2147	JIP Jaffetilchin Investment Partners Tampa, Florida	$2.21M	+$1.17M	5	1.3%	Increased
2148	MSS Mitchell Sinkler & Starr Philadelphia, Pennsylvania	$2.21M	-$14.9M	2	2.53%	Reduced
2149	SVP Springbank Value Partners Hampton Bays, New York	$2.19M	$0	1	4.55%	Maintained
2150	RA RiverPark Advisors New York	$2.17M	+$459K	2	1.61%	Increased