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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
2176	LCP Longhorn Capital Partners Dallas, Texas	$1.99M	$0	1	0.67%	Maintained
2177	WA WealthTrust Axiom Wayne, Pennsylvania	$1.98M	+$1.66K	3	0.82%	Increased
2178	DTL Dynamic Technology Lab Singapore	$1.98M	-$1.15M	7	1.59%	Reduced
2179	PWM ParenteBeard Wealth Management York, Pennsylvania	$1.97M	-$234K	3	0.96%	Reduced
2180	SWM Segment Wealth Management Houston, Texas	$1.97M	+$62.5K	1	1.07%	Increased
2181	Advent Capital Management New York	$1.96M	+$1.94M	1	0.03%	New
2182	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$1.96M	+$107K	10	1.58%	Increased
2183	WIC Wood Investment Counsel Denver, Colorado	$1.96M	-$50.5K	2	0.35%	Reduced
2184	KIG Kessler Investment Group Columbus, Indiana	$1.95M	-$1.63M	2	5.33%	Reduced
2185	GCT Galaxy Capital Trading Road Town, British Virgin Islands	$1.95M	-$15.3K	3	1.49%	Reduced
2186	MSP Madison Street Partners Denver, Colorado	$1.95M	+$1.78M	2	2.29%	New
2187	CPO Cerity Partners OCIO New York	$1.93M	+$67.7K	3	0.36%	Increased
2188	HCM Harvest Capital Management Concord, New Hampshire	$1.91M	+$372K	2	1.17%	Increased
2189	SAM Shamrock Asset Management Dallas, Texas	$1.9M	-$109K	2	0.77%	Reduced
2190	CP Camelot Portfolios Maumee, Ohio	$1.89M	-$605K	2	1.39%	Reduced
2191	Hudson Bay Capital Management Stamford, Connecticut	$1.89M	+$1.88M	1	0.07%	New
2192	Gradient Investments Arden Hills, Minnesota	$1.87M	+$419K	9	0.59%	Increased
2193	GACM Global Alpha Capital Management Montreal, Quebec, Canada	$1.85M	-$2.88M	1	3.01%	Reduced
2194	SIC Starr International Company Zug, Switzerland	$1.85M	+$1.9M	1	0.17%	New
2195	DA DSC Advisors Chicago, Illinois	$1.85M	+$1.73M	1	1.18%	New
2196	AW Alpha Windward Westwood, Massachusetts	$1.85M	+$43K	9	1.39%	Increased
2197	PCMC Paragon Capital Management (Colorado) Denver, Colorado	$1.85M	-$80K	3	1.44%	Reduced
2198	BOS Bingham Osborn & Scarborough San Francisco, California	$1.84M	+$194K	3	0.29%	Increased
2199	CK Carnick & Kubik Colorado Springs, Colorado	$1.84M	+$670K	4	2.81%	Increased
2200	TBAM True Bearing Asset Management San Francisco, California	$1.83M	-$1.87M	1	0.91%	Reduced