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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
2276	Proffitt & Goodson Knoxville, Tennessee	$2.43M	-$7.31K	2	1.59%	Reduced
2277	LMAM Legg Mason Asset Management Tokyo, Japan	$2.42M	-$422K	2	1.4%	Reduced
2278	LWI Long Wharf Investors Boston, Massachusetts	$2.42M	-$172K	4	2.19%	Reduced
2279	Allworth Financial Folsom, California	$2.41M	-$405K	3	1.19%	Reduced
2280	Tiger Global Management New York	$2.41M	+$2.86M	1	0.03%	New
2281	CFA Camarda Financial Advisors Fleming Island, Florida	$2.4M	+$2.08M	4	1.96%	Increased
2282	HP HT Partners Centerbrook, Connecticut	$2.39M	-$112K	2	1.53%	Reduced
2283	M Holdings Securities Portland, Oregon	$2.38M	+$2.3M	3	1.7%	New
2284	HCMT Highland Capital Management (Texas) Dallas, Texas	$2.38M	-$427K	3	0.13%	Reduced
2285	Edge Wealth Management New York	$2.37M	-$1.9M	6	1.1%	Reduced
2286	HC Hawkins Capital Houston, Texas	$2.37M	$0	1	0.31%	Maintained
2287	AC Amici Capital New York	$2.36M	+$1.12M	1	0.07%	Increased
2288	VAS Valicenti Advisory Services Elmira, New York	$2.36M	-$441K	3	1.47%	Reduced
2289	IFS Ifrah Financial Services Little Rock, Arkansas	$2.34M	+$1.54M	6	0.94%	Increased
2290	NIM NuWave Investment Management Parsippany, New Jersey	$2.34M	-$1.08M	5	2.07%	Reduced
2291	SCM Silver Capital Management New York	$2.33M	$0	1	2.07%	Maintained
2292	MCM Matarin Capital Management New York	$2.33M	+$475K	3	1.44%	Increased
2293	WCM Wisconsin Capital Management Madison, Wisconsin	$2.32M	-$1M	2	0.91%	Reduced
2294	MSS Mitchell Sinkler & Starr Philadelphia, Pennsylvania	$2.3M	-$49.5K	2	2.59%	Reduced
2295	IFC Holdings Tampa, Florida	$2.3M	-$974K	4	0.49%	Reduced
2296	LCP Longhorn Capital Partners Dallas, Texas	$2.29M	$0	1	0.73%	Maintained
2297	Prospera Financial Services Dallas, Texas	$2.27M	-$1.2M	4	0.76%	Reduced
2298	SignatureFD Atlanta, Georgia	$2.27M	+$132K	17	0.83%	Increased
2299	Jaffetilchin Investment Partners Tampa, Florida	$2.26M	-$188K	6	1.12%	Reduced
2300	Bingham Osborn & Scarborough San Francisco, California	$2.26M	+$271K	3	0.33%	Increased