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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
2251	Altimeter Capital Management Boston, Massachusetts	$3.06M	+$2.68M	1	0.3%	New
2252	MCM Marathon Capital Management Hunt Valley, Maryland	$3M	-$2.83K	2	2.41%	Reduced
2253	AWMDMG Austin W. Marxe & David M. Greenhouse New York	$3M	+$1.22M	2	0.38%	Increased
2254	PIA Peachtree Investment Advisors Atlanta, Georgia	$2.99M	-$69.5K	4	1.99%	Reduced
2255	ICM IMS Capital Management Portland, Oregon	$2.98M	+$867K	3	3.25%	Increased
2256	Guinness Asset Management London, United Kingdom	$2.98M	+$379K	2	1.16%	Increased
2257	TCM Telos Capital Management San Diego, California	$2.97M	-$76.3K	2	1.84%	Reduced
2258	Accredited Investors Edina, Minnesota	$2.96M	+$66.2K	4	0.96%	Increased
2259	BCA Benchmark Capital Advisors New York	$2.94M	-$671K	1	1.84%	Reduced
2260	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$2.94M	-$6.25K	13	0.67%	Reduced
2261	OIMU Orbis Investment Management (US) San Francisco, California	$2.93M	+$536K	1	2.43%	Increased
2262	BHB Bank Hapoalim BM Tel Aviv, Israel	$2.92M	-$136K	3	0.72%	Reduced
2263	MCWS McKinley Carter Wealth Services Wheeling, West Virginia	$2.9M	+$96.5K	3	3.06%	Increased
2264	WPP Whalerock Point Partners Providence, Rhode Island	$2.9M	-$81K	3	1.38%	Reduced
2265	CMANY Capital Management Associates (New York) New York	$2.89M	-$161K	3	4.23%	Reduced
2266	BIM Barton Investment Management West Conshohocken, Pennsylvania	$2.89M	$0	5	1.13%	Maintained
2267	Financial Engines Advisors Santa Clara, California	$2.89M	-$1.2M	2	2.48%	Reduced
2268	SFM Signature Financial Management Norfolk, Virginia	$2.89M	+$791K	7	2.19%	Increased
2269	FHB First Hawaiian Bank Honolulu, Hawaii	$2.89M	+$79.7K	5	0.48%	Increased
2270	GBA Garrison Bradford & Associates New York	$2.89M	-$301K	2	2.69%	Reduced
2271	CAS CTC Alternative Strategies Chicago, Illinois	$2.88M	+$2.64M	5	2.42%	Increased
2272	NCA NCM Capital Advisers Durham, North Carolina	$2.88M	-$173K	6	4.27%	Reduced
2273	BHA Beech Hill Advisors New York	$2.88M	+$75.7K	3	1.27%	Increased
2274	Buckingham Strategic Wealth Clayton, Missouri	$2.88M	-$319K	4	1.25%	Reduced
2275	SCM Suvretta Capital Management New York	$2.87M	-$22.4M	1	0.26%	Reduced