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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	Guinness Asset Management London, United Kingdom	$1.82M	+$1.01M	2	1.12%	Increased
2202	IHG Insight Holdings Group New York	$1.81M	+$1.58M	1	0.29%	New
2203	MVA Mount Vernon Associates Baltimore, Maryland	$1.8M	-$4.33M	2	5.47%	Reduced
2204	TC TradeLink Capital Chicago, Illinois	$1.79M	-$11.9M	9	4.13%	Reduced
2205	LOAMU Lombard Odier Asset Management (USA) New York	$1.78M	+$398K	2	0.09%	Increased
2206	MCM Matarin Capital Management New York	$1.75M	-$1.03M	4	1.47%	Reduced
2207	PHAM Palisades Hudson Asset Management Fort Lauderdale, Florida	$1.74M	+$5.07K	4	1.56%	Increased
2208	CI Cowen Inc New York	$1.73M	+$428K	2	0.26%	Increased
2209	SAM Sage Asset Management New York	$1.71M	+$1.55M	1	1.26%	New
2210	MIP Marietta Investment Partners Milwaukee, Wisconsin	$1.71M	-$2.41M	2	0.68%	Reduced
2211	JT Jump Trading Chicago, Illinois	$1.7M	+$241K	4	0.27%	Increased
2212	RGI River Global Investors London, United Kingdom	$1.69M	-$123K	2	0.38%	Reduced
2213	KS Karpas Strategies Litchfield, Connecticut	$1.68M	+$1.05K	2	0.98%	Increased
2214	GC Gruss & Co West Palm Beach, Florida	$1.67M	+$1.64M	1	2.01%	New
2215	SM Southport Management Wilson, Wyoming	$1.66M	+$1.76M	1	2.79%	New
2216	LD Lipe & Dalton Syracuse, New York	$1.66M	+$83.5K	3	1.22%	Increased
2217	ADBIC A.D. Beadell Investment Counsel Mequon, Wisconsin	$1.66M	$0	1	1.5%	Maintained
2218	CCM Coe Capital Management Highland Park, Illinois	$1.66M	-$1.11M	2	1.11%	Reduced
2219	JFA JNBA Financial Advisors Bloomington, Minnesota	$1.64M	+$27.3K	10	1.02%	Increased
2220	AWS Aris Wealth Services State College, Pennsylvania	$1.63M	+$347K	5	2.99%	Increased
2221	PAG Pinnacle Advisory Group Columbia, Maryland	$1.61M	+$280K	3	0.19%	Increased
2222	AI ArchPoint Investors Coral Gables, Florida	$1.6M	+$27.8K	2	1.76%	Increased
2223	NCM Nebula Capital Management Stamford, Connecticut	$1.6M	-$8.42M	1	1.04%	Reduced
2224	BC Beaconlight Capital New York	$1.59M	+$1.42M	1	1.93%	New
2225	HF Hoxton Financial Shepherdstown, West Virginia	$1.57M	+$70.6K	13	1.53%	Increased