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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
2151	ECM EII Capital Management New York	$2.17M	-$535K	1	0.05%	Reduced
2152	DMC Drexel Morgan & Co Radnor, Pennsylvania	$2.16M	+$902K	3	2.96%	Increased
2153	CO Caldwell & Orkin Norcross, Georgia	$2.16M	+$56.2K	2	1.27%	Increased
2154	FC Fayerweather Charles	$2.15M	+$126K	4	8.68%	Increased
2155	PG Proffitt & Goodson Knoxville, Tennessee	$2.14M	+$67.8K	2	1.55%	Increased
2156	PCM Perkins Capital Management Wayzata, Minnesota	$2.12M	-$2.54M	3	1.52%	Reduced
2157	JWA JFS Wealth Advisors Hermitage, Pennsylvania	$2.11M	-$24.4K	3	0.99%	Reduced
2158	SGH Schonfeld Group Holdings Jericho, New York	$2.11M	+$2.08M	6	4.31%	New
2159	SCM Silver Capital Management New York	$2.08M	+$76.3K	1	1.78%	Increased
2160	RU RobecoSam USA New York	$2.07M	+$685K	4	2.65%	Increased
2161	CCM Credo Capital Management Baltimore, Maryland	$2.06M	+$357K	6	3.55%	Increased
2162	HC Hawkins Capital Houston, Texas	$2.06M	$0	1	0.27%	Maintained
2163	CCM Connective Capital Management Palo Alto, California	$2.05M	+$374K	1	2.86%	Increased
2164	PAS Partnervest Advisory Services Santa Barbara, California	$2.04M	-$46.7K	19	1.04%	Reduced
2165	Waverly Advisors Birmingham, Alabama	$2.04M	+$234K	11	1.04%	Increased
2166	FVCM F&V Capital Management Boca Raton, Florida	$2.04M	-$983K	2	1.73%	Reduced
2167	CPA Columbia Pacific Advisors Seattle, Washington	$2.04M	+$28.9K	1	2.22%	Increased
2168	CCP Centaur Capital Partners Southlake, Texas	$2.02M	-$1M	1	1.74%	Reduced
2169	SAM Summit Asset Management Memphis, Tennessee	$2.02M	-$10.4K	2	1.79%	Reduced
2170	SignatureFD Atlanta, Georgia	$2.01M	+$265K	15	0.86%	Increased
2171	CCM Chinook Capital Management Lake Oswego, Oregon	$2M	-$1.02M	2	3.05%	Reduced
2172	BCM Boyle Capital Management West Des Moines, Iowa	$2M	+$43K	1	1.88%	Increased
2173	MIG Mariner Investment Group Harrison, New York	$2M	+$1.05M	1	0.51%	Increased
2174	SAM Sequent Asset Management Houston, Texas	$1.99M	-$403K	2	1.82%	Reduced
2175	TCB Texas Capital Bancshares Dallas, Texas	$1.99M	-$212K	4	1.52%	Reduced