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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
2201	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$1.57M	+$1.55M	7	0.6%	New
2202	WA WESPAC Advisors Orinda, California	$1.57M	+$1.51M	2	2.38%	New
2203	LD Lipe & Dalton Syracuse, New York	$1.56M	+$1.61M	3	1.29%	New
2204	CPA Columbia Pacific Advisors Seattle, Washington	$1.56M	+$1.27M	1	1.82%	New
2205	CCM Cai Capital Management New York	$1.55M	+$1.62M	3	0.89%	New
2206	TPM T2 Partners Management New York	$1.53M	+$1.41M	1	1.36%	New
2207	CCM Credo Capital Management Baltimore, Maryland	$1.53M	+$1.5M	4	1.18%	New
2208	AIP Advanced Investment Partners Safety Harbor, Florida	$1.52M	+$1.51M	6	2.67%	New
2209	DCM Dinsmore Capital Management Morristown, New Jersey	$1.51M	+$1.43M	1	0.66%	New
2210	HF Hoxton Financial Shepherdstown, West Virginia	$1.5M	+$1.55M	17	0.85%	New
2211	EP Elkhorn Partners Omaha, Nebraska	$1.49M	+$1.42M	2	1.15%	New
2212	RA RiverPark Advisors New York	$1.48M	+$1.58M	1	1.28%	New
2213	OCM Orleans Capital Management Mandeville, Louisiana	$1.48M	+$1.4M	1	0.83%	New
2214	MBT Montecito Bank & Trust Santa Barbara, California	$1.47M	+$1.51M	3	0.99%	New
2215	KC Kingfisher Capital Charlotte, North Carolina	$1.46M	+$1.54M	2	0.8%	New
2216	HCM Harvest Capital Management Concord, New Hampshire	$1.45M	+$1.57M	2	1.09%	New
2217	JT Jump Trading Chicago, Illinois	$1.43M	+$1.44M	4	0.57%	New
2218	First Horizon Advisors Memphis, Tennessee	$1.42M	+$1.42M	24	0.72%	New
2219	CCM Connective Capital Management Palo Alto, California	$1.41M	+$1.45M	1	2.07%	New
2220	DFIM Detwiler Fenton Investment Management Boston, Massachusetts	$1.41M	+$1.4M	3	1.43%	New
2221	Rafferty Asset Management New York	$1.39M	+$1.35M	3	0.19%	New
2222	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$1.39M	+$1.43M	5	3.99%	New
2223	FA FCG Advisors Chatham, New Jersey	$1.38M	+$1.39M	2	1.12%	New
2224	IAS INR Advisory Services Media, Pennsylvania	$1.38M	+$1.31M	2	0.38%	New
2225	AIC Atlantic Investment Company Atlanta, Georgia	$1.37M	+$1.4M	3	1.01%	New