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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	TSS Thomas Story & Son Culver, Indiana	$3.22M	-$36.6K	3	2.01%	Reduced
2252	MIM Miller Investment Management West Conshohocken, Pennsylvania	$3.2M	+$177K	4	1.54%	Increased
2253	Allworth Financial Folsom, California	$3.16M	+$624K	3	1.23%	Increased
2254	SCM Stuyvesant Capital Management Armonk, New York	$3.16M	+$26K	1	6.34%	Increased
2255	Waldron Private Wealth Bridgeville, Pennsylvania	$3.16M	-$392K	6	1.5%	Reduced
2256	TCM Telos Capital Management San Diego, California	$3.15M	-$67.9K	2	1.96%	Reduced
2257	SJL Shayne & Jacobs LLC Nashville, Tennessee	$3.15M	-$272K	3	2.46%	Reduced
2258	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$3.15M	-$296K	3	5.19%	Reduced
2259	DMK David M. Knott	$3.14M	$0	1	0.6%	Maintained
2260	MHS M Holdings Securities Portland, Oregon	$3.1M	+$219K	5	1.73%	Increased
2261	MCM Marathon Capital Management Hunt Valley, Maryland	$3.1M	-$167K	2	2.79%	Reduced
2262	BOS Bingham Osborn & Scarborough San Francisco, California	$3.09M	-$55.1K	3	0.39%	Reduced
2263	KIG Kovitz Investment Group Chicago, Illinois	$3.08M	-$353K	2	0.16%	Reduced
2264	SAM Shamrock Asset Management Dallas, Texas	$3.06M	+$50K	5	1.15%	Increased
2265	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$3.05M	-$33K	13	0.71%	Reduced
2266	CMANY Capital Management Associates (New York) New York	$3.05M	$0	3	4.59%	Maintained
2267	FANJ Financial Architects (New Jersey) Marlton, New Jersey	$3.04M	-$1.24M	13	1.49%	Reduced
2268	GA GFS Advisors Houston, Texas	$3.02M	-$37.9K	1	1.26%	Reduced
2269	Bank Pictet & Cie (Europe) Frankfurt Am Main, Germany	$3.02M	-$164K	4	0.81%	Reduced
2270	IH IFC Holdings Tampa, Florida	$3.02M	+$338K	4	0.54%	Increased
2271	BIM Barton Investment Management West Conshohocken, Pennsylvania	$3M	-$25.1K	5	1.15%	Reduced
2272	EFSCE Enterprise Financial Services Corp (EFSC) Clayton, Missouri	$3M	-$454K	30	1.9%	Reduced
2273	SC Skylands Capital Milwaukee, Wisconsin	$2.99M	-$2.7M	2	0.3%	Reduced
2274	MCWS McKinley Carter Wealth Services Wheeling, West Virginia	$2.97M	-$64.4K	3	2.82%	Reduced
2275	VHAM Van Hulzen Asset Management El Dorado Hills, California	$2.97M	-$908K	1	3.02%	Reduced