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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
2226	VIP Vantage Investment Partners Kansas City, Missouri	$4.16M	+$3.19M	1	1.14%	Increased
2227	FAM Formidable Asset Management Cincinnati, Ohio	$4.14M	+$15.1K	13	2.64%	Increased
2228	SSI Scott & Selber Inc Houston, Texas	$4.14M	+$25.1K	2	2.85%	Increased
2229	AIM Aspen Investment Management Grand Rapids, Michigan	$4.14M	-$178K	7	3.48%	Reduced
2230	HPCM High Pointe Capital Management Chicago, Illinois	$4.12M	-$2.01M	2	1.47%	Reduced
2231	KT Kanaly Trust Houston, Texas	$4.11M	-$266K	25	0.81%	Reduced
2232	GKFF George Kaiser Family Foundation Tulsa, Oklahoma	$4.11M	$0	1	0.64%	Maintained
2233	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$4.08M	+$1.28M	4	2.52%	Increased
2234	YMRC Yorktown Management & Research Company Forest, Virginia	$4.07M	-$206K	13	0.71%	Reduced
2235	GACM Green Arrow Capital Management New York	$4.07M	+$1.64M	4	0.47%	Increased
2236	ACM Atika Capital Management New York	$4.06M	+$3.99M	1	1.83%	New
2237	TSWM Triangle Securities Wealth Management Raleigh, North Carolina	$4.04M	-$29.9K	4	2.85%	Reduced
2238	SLF Sun Life Financial Toronto, Ontario, Canada	$4.03M	$0	1	0.43%	Maintained
2239	BHBT Burke & Herbert Bank & Trust Alexandria, Virginia	$4.01M	+$161K	4	4.27%	Increased
2240	MM Midas Management New York	$3.98M	$0	2	2.14%	Maintained
2241	MIC Meridian Investment Counsel Lafayette, California	$3.97M	-$99.5K	5	2.85%	Reduced
2242	GLI Guardian Life Insurance New York	$3.97M	-$22.6K	15	0.34%	Reduced
2243	SC Skylands Capital Milwaukee, Wisconsin	$3.97M	-$1.28M	6	0.43%	Reduced
2244	SBWM Sunflower Bank Wealth Management Scottsdale, Arizona	$3.96M	-$43.5K	4	1.35%	Reduced
2245	PVWM Point View Wealth Management Summit, New Jersey	$3.96M	-$209K	3	3.07%	Reduced
2246	FM Forward Management San Francisco, California	$3.93M	-$365K	4	0.24%	Reduced
2247	CFMC Curbstone Financial Management Corp Manchester, New Hampshire	$3.93M	+$160K	6	2.61%	Increased
2248	ISB Iowa State Bank Urbandale, Iowa	$3.92M	+$60K	1	2.47%	Increased
2249	Eagle Global Advisors Houston, Texas	$3.91M	-$568K	8	0.1%	Reduced
2250	MM Meridian Management Little Rock, Arkansas	$3.9M	+$134K	2	2.36%	Increased