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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
2326	FNYS First New York Securities New York	$704K	+$699K	4	0.26%	New
2327	NC Northpointe Capital Bloomfield Hills, Michigan	$702K	+$725K	2	0.08%	New
2328	Bain Capital Investors Boston, Massachusetts	$700K	+$702K	1	0.01%	New
2329	MCF Advisors Covington, Kentucky	$699K	+$605K	6	0.42%	New
2330	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$695K	+$648K	1	0.12%	New
2331	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$688K	+$733K	1	0.05%	New
2332	IOOF Independent Order of Foresters Toronto, Ontario, Canada	$687K	+$652K	1	0.69%	New
2333	IFS Ifrah Financial Services Little Rock, Arkansas	$684K	+$649K	1	0.34%	New
2334	RPGK Retirement Planning Group (Kansas) Leawood, Kansas	$684K	+$658K	2	0.28%	New
2335	CAM Cypress Asset Management Houston, Texas	$683K	+$728K	1	0.13%	New
2336	VCM Vigilant Capital Management Portland, Maine	$682K	+$716K	6	0.2%	New
2337	New York Life Investment Management New York	$677K	+$663K	3	0.22%	New
2338	TCM TD Capital Management Memphis, Tennessee	$676K	+$699K	4	0.16%	New
2339	ZCA Zeke Capital Advisors Berwyn, Pennsylvania	$668K	+$634K	1	0.55%	New
2340	Edgewood Management Greenwich, Connecticut	$656K	+$699K	1	0.01%	New
2341	MMEA Mark Morris et al	$656K	+$644K	2	0.24%	New
2342	KBG Kahn Brothers Group New York	$627K	+$669K	1	0.1%	New
2343	BC Barnett & Company Chattanooga, Tennessee	$623K	+$664K	1	0.34%	New
2344	SCM Steward Capital Management Bloomfield Hills, Michigan	$622K	+$662K	1	0.82%	New
2345	Annex Advisory Services Brookfield, Wisconsin	$606K	+$649K	2	0.33%	New
2346	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$602K	+$606K	10	2.01%	New
2347	ACMI Amida Capital Management II New York	$601K	+$635K	3	0.15%	New
2348	WCM Investment Management Laguna Beach, California	$587K	+$586K	2	0.03%	New
2349	LIA LBMC Investment Advisors Brentwood, Tennessee	$585K	+$623K	1	0.2%	New
2350	UBV United Bank (Virginia) Vienna, Virginia	$583K	+$553K	1	5.94%	New