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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	WI Wedgewood Investors Erie, Pennsylvania	$977K	$0	2	1.16%	Maintained
2302	CAM CMT Asset Management Chicago, Illinois	$974K	-$2.07M	1	0.05%	Reduced
2303	DA Dunvegan Associates Santa Barbara, California	$972K	-$23.8K	2	0.72%	Reduced
2304	ACM Aviance Capital Management Sarasota, Florida	$962K	-$2.16M	9	0.56%	Reduced
2305	AT Allston Trading Chicago, Illinois	$961K	+$952K	1	3.51%	New
2306	PWAG Polaris Wealth Advisory Group San Rafael, California	$947K	-$683K	5	0.29%	Reduced
2307	GIM Guardian Investment Management Tiburon, California	$932K	$0	1	1.27%	Maintained
2308	ZTNA Zions Trust National Association Salt Lake City, Utah	$930K	+$104K	5	1.35%	Increased
2309	LOGI Long Oar Global Investors New York	$917K	-$547K	1	0.89%	Reduced
2310	MCF Advisors Covington, Kentucky	$914K	+$207K	8	0.5%	Increased
2311	TMC Trellus Management Company Delray Beach, Florida	$912K	+$864K	1	1.16%	New
2312	NSAA Noroian Steven A & Associates Lafayette, California	$910K	-$36.2K	1	3.32%	Reduced
2313	UAS United Asset Strategies Garden City, New York	$877K	-$427K	2	0.56%	Reduced
2314	SFT Simmons First Trust Pine Bluff, Arkansas	$873K	+$863K	1	0.34%	New
2315	CAS CTC Alternative Strategies Chicago, Illinois	$868K	-$1.93M	3	1.33%	Reduced
2316	ACM Avalon Capital Management Port Of Redwood City, California	$863K	$0	1	0.85%	Maintained
2317	TT Tiedemann Trust Wilmington, Delaware	$856K	-$2.24M	2	0.15%	Reduced
2318	VF Virtu Financial New York	$856K	-$6.39M	2	0.08%	Reduced
2319	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$853K	-$28K	2	0.15%	Reduced
2320	FIAS FinTrust Investment Advisory Services Greenville, South Carolina	$844K	+$16K	2	1.74%	Increased
2321	CAM Cypress Asset Management Houston, Texas	$843K	+$185K	1	0.16%	Increased
2322	MS Marshall & Sullivan Seattle, Washington	$837K	$0	2	1.57%	Maintained
2323	CCB Cutter & Co Brokerage Ballwin, Missouri	$832K	+$7.75K	2	0.37%	Increased
2324	AWMDMG Austin W. Marxe & David M. Greenhouse New York	$831K	+$218K	2	0.1%	Increased
2325	LFR Lehman Financial Resources Media, Pennsylvania	$821K	-$3.68M	6	0.53%	Reduced