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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	SHWM Smith & Howard Wealth Management Atlanta, Georgia	$820K	-$248K	9	0.49%	Reduced
2327	PGAM Platinum Grove Asset Management Purchase, New York	$819K	+$596K	3	2.71%	Increased
2328	MCWS McKinley Carter Wealth Services Wheeling, West Virginia	$800K	+$350K	2	0.95%	Increased
2329	ACM Axel Capital Management New York	$796K	+$709K	1	20.7%	Increased
2330	CAW Cornerstone Advisors (Washington) Bellevue, Washington	$796K	+$430K	9	1.37%	Increased
2331	AC Amici Capital New York	$792K	-$1.24M	1	0.03%	Reduced
2332	MAM Mark Asset Management New York	$789K	+$738K	5	0.25%	New
2333	RCM Rotella Capital Management Bellevue, Washington	$789K	+$767K	3	1.47%	Increased
2334	SSI Scott & Selber Inc Houston, Texas	$784K	$0	2	0.63%	Maintained
2335	BP BBR Partners New York	$780K	$0	1	0.16%	Maintained
2336	Bain Capital Investors Boston, Massachusetts	$777K	$0	1	0.01%	Maintained
2337	Hershey Trust Company Hershey, Pennsylvania	$770K	-$8.5M	1	0.01%	Reduced
2338	VCAM Valentine Capital Asset Management Danville, California	$756K	-$64.2K	1	0.2%	Reduced
2339	ACM Artis Capital Management San Francisco, California	$746K	-$1.66M	1	1.62%	Reduced
2340	Rafferty Asset Management New York	$733K	-$705K	2	0.14%	Reduced
2341	RGNCM R.G. Niederhoffer Capital Management New York	$731K	-$65.9K	2	4.51%	Reduced
2342	DAM Deltec Asset Management New York	$730K	+$722K	1	0.19%	New
2343	BWP BSW Wealth Partners Boulder, Colorado	$718K	-$38.2K	1	0.62%	Reduced
2344	MFAM Motley Fool Asset Management Alexandria, Virginia	$718K	-$5.29M	1	0.21%	Reduced
2345	MWAM Mariner Wealth Advisors (Madison) Overland Park, Kansas	$716K	+$24.7K	5	0.29%	Increased
2346	GC Gratry & Company Beachwood, Ohio	$710K	-$464K	1	0.25%	Reduced
2347	VCM Vigilant Capital Management Portland, Maine	$707K	+$28.9K	6	0.2%	Increased
2348	RPGK Retirement Planning Group (Kansas) Leawood, Kansas	$689K	-$7.67K	2	0.25%	Reduced
2349	TCM TD Capital Management Memphis, Tennessee	$687K	+$12K	4	0.16%	Increased
2350	WCM Investment Management Laguna Beach, California	$682K	+$46.1K	2	0.04%	Increased