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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	PIA Peachtree Investment Advisors Atlanta, Georgia	$3.71M	+$17.5K	7	2.77%	Increased
2277	JAM Jolley Asset Management Rocky Mount, North Carolina	$3.71M	-$198K	5	3.37%	Reduced
2278	SNBOSCI Security National Bank of Sioux City Iowa Sioux City, Iowa	$3.71M	+$104K	3	4.04%	Increased
2279	BFC Blue Fin Capital Warren, Rhode Island	$3.7M	-$3.6K	3	2.66%	Reduced
2280	KIG Kessler Investment Group Columbus, Indiana	$3.68M	+$524K	2	5.87%	Increased
2281	BO Bank OZK Little Rock, Arkansas	$3.67M	-$330K	3	1.27%	Reduced
2282	JWM Jacobus Wealth Management Milwaukee, Wisconsin	$3.66M	+$376K	7	0.91%	Increased
2283	BSB Bangor Savings Bank Bangor, Maine	$3.65M	+$5.19K	3	0.88%	Increased
2284	FMB Field & Main Bank Henderson, Kentucky	$3.65M	-$177K	7	3.47%	Reduced
2285	IP Investment Partners New Philadelphia, Ohio	$3.65M	-$65.7K	4	4.4%	Reduced
2286	HIM Hanlon Investment Management Egg Harbor Township, New Jersey	$3.64M	+$481K	1	6.06%	Increased
2287	IT Independence Trust Franklin, Tennessee	$3.63M	-$180K	2	2.45%	Reduced
2288	WCM Westend Capital Management Sausalito, California	$3.63M	-$178K	2	4.23%	Reduced
2289	RAM Roumell Asset Management Chevy Chase, Maryland	$3.63M	-$477K	1	6.4%	Reduced
2290	JPMIA J.P. Marvel Investment Advisors Boston, Massachusetts	$3.63M	$0	2	1.22%	Maintained
2291	IRS Invictus RG (Singapore) Singapore	$3.62M	+$694K	17	3.37%	Increased
2292	ZCM Zebra Capital Management Stamford, Connecticut	$3.61M	-$799K	6	2.09%	Reduced
2293	GIM Guild Investment Management Los Angeles, California	$3.6M	+$73.4K	1	11.14%	Increased
2294	NG Northstar Group New York	$3.6M	+$330K	5	2.75%	Increased
2295	EAMA EFG Asset Management (Americas) Miami, Florida	$3.57M	+$809K	3	2.19%	Increased
2296	OAM Occidental Asset Management Burlingame, California	$3.57M	-$1.91M	4	4.78%	Reduced
2297	Quadrant Capital Group Cincinnati, Ohio	$3.56M	+$3.75M	32	2.26%	New
2298	LCM Leisure Capital Management Costa Mesa, California	$3.56M	+$5.89K	3	3.51%	Increased
2299	SOAMC Spirit of America Management Corp Syosset, New York	$3.55M	-$95.8K	6	0.69%	Reduced
2300	SI Sensato Investors San Francisco, California	$3.54M	+$3.42M	1	0.74%	New