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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	BS Bessemer Securities New York	$2.86M	+$2.91M	1	1.6%	New
2277	IP Interval Partners New York	$2.84M	+$2.7M	1	0.65%	New
2278	SAM Shamrock Asset Management Dallas, Texas	$2.84M	+$61.1K	5	0.88%	Increased
2279	CAM CMT Asset Management Chicago, Illinois	$2.83M	+$1.69M	2	0.15%	Increased
2280	DMK David M. Knott	$2.83M	$0	1	0.51%	Maintained
2281	AC Addison Capital Conshohocken, Pennsylvania	$2.82M	+$82.3K	1	2.44%	Increased
2282	SCM Stuyvesant Capital Management Armonk, New York	$2.82M	-$474K	1	5.41%	Reduced
2283	MIM Miller Investment Management West Conshohocken, Pennsylvania	$2.8M	-$653K	3	1.24%	Reduced
2284	Prospera Financial Services Dallas, Texas	$2.79M	+$210K	4	0.76%	Increased
2285	FIM Fernwood Investment Management Quincy, Massachusetts	$2.77M	-$624K	5	2.29%	Reduced
2286	WCA Westover Capital Advisors Wilmington, Delaware	$2.77M	-$26.9K	3	2.34%	Reduced
2287	WWM Willingdon Wealth Management Huntersville, North Carolina	$2.77M	-$1.79M	2	1.92%	Reduced
2288	B Bellecapital Zurich, Switzerland	$2.76M	-$478K	4	2.71%	Reduced
2289	TCB Texas Capital Bancshares Dallas, Texas	$2.76M	-$179K	5	1.73%	Reduced
2290	GA GFS Advisors Houston, Texas	$2.76M	-$2.64M	1	1.12%	Reduced
2291	FWM Focused Wealth Management Newburgh, New York	$2.75M	-$27.7K	12	2.15%	Reduced
2292	PSC Prentiss Smith & Co Brattleboro, Vermont	$2.73M	-$872K	5	1.39%	Reduced
2293	MHS M Holdings Securities Portland, Oregon	$2.72M	+$1.8M	3	1.74%	Increased
2294	MFS Monetta Financial Services Wheaton, Illinois	$2.71M	-$2.56M	1	1.42%	Reduced
2295	WA WealthTrust Axiom Wayne, Pennsylvania	$2.71M	-$3.18K	4	0.92%	Reduced
2296	HCM Hengehold Capital Management Cincinnati, Ohio	$2.69M	-$2.27K	3	0.9%	Reduced
2297	DA Denali Advisors San Diego, California	$2.69M	+$2.66M	3	0.74%	Increased
2298	NFG Nadler Financial Group Deerfield, Illinois	$2.69M	-$114K	3	1.69%	Reduced
2299	EGA E&G Advisors Houston, Texas	$2.68M	+$100K	2	1.73%	Increased
2300	LM Luminus Management Houston, Texas	$2.65M	+$7.75K	2	0.1%	Increased