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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
2301	ICAP Independence Capital Asset Partners Denver, Colorado	$867K	+$889K	1	0.15%	New
2302	MS Marshall & Sullivan Seattle, Washington	$867K	+$863K	2	1.76%	New
2303	FMA FNY Managed Accounts New York	$862K	+$832K	2	1.35%	New
2304	SNS Financial Group Minneapolis, Minnesota	$862K	+$875K	2	0.32%	New
2305	FIAS FinTrust Investment Advisory Services Greenville, South Carolina	$858K	+$848K	2	1.47%	New
2306	CCB Cutter & Co Brokerage Ballwin, Missouri	$854K	+$857K	2	0.41%	New
2307	VCAM Valentine Capital Asset Management Danville, California	$845K	+$901K	1	0.26%	New
2308	FAM Forty4 Asset Management Chicago, Illinois	$844K	+$801K	1	0.29%	New
2309	ZTNA Zions Trust National Association Salt Lake City, Utah	$835K	+$877K	4	1.17%	New
2310	Guinness Asset Management London, United Kingdom	$830K	+$787K	2	0.63%	New
2311	HM Harvest Management New York	$821K	+$887K	1	1.14%	New
2312	BP BBR Partners New York	$805K	+$858K	1	0.16%	New
2313	ACM Avalon Capital Management Port Of Redwood City, California	$799K	+$863K	1	0.79%	New
2314	RGNCM R.G. Niederhoffer Capital Management New York	$794K	+$809K	3	10.61%	New
2315	TCM Tanaka Capital Management New York	$793K	+$846K	1	2.83%	New
2316	MG MDE Group Morristown, New Jersey	$789K	+$748K	1	0.13%	New
2317	BWP BSW Wealth Partners Boulder, Colorado	$780K	+$831K	1	0.69%	New
2318	Horizon Investments Charlotte, North Carolina	$778K	+$768K	1	0.23%	New
2319	Financial Engines Advisors Santa Clara, California	$770K	+$788K	1	0.66%	New
2320	GPC Glacier Peak Capital Bellevue, Washington	$764K	+$815K	1	0.78%	New
2321	GDF Graham & Dodd Fund New York	$761K	+$722K	1	1.52%	New
2322	SSI Scott & Selber Inc Houston, Texas	$748K	+$805K	2	0.65%	New
2323	FC FCA Corp Houston, Texas	$740K	+$718K	2	0.46%	New
2324	T TOBAM Paris, France	$736K	+$706K	1	0.05%	New
2325	MS Madison Scottsdale Scottsdale, Arizona	$706K	+$705K	3	0.7%	New