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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	SGA Strategic Global Advisors Newport Beach, California	$3.36M	+$761K	4	1.96%	Increased
2327	DMC Drexel Morgan & Co Radnor, Pennsylvania	$3.36M	-$334K	5	3.98%	Reduced
2328	LCP Legacy Capital Partners Milwaukee, Wisconsin	$3.35M	+$364K	3	2.18%	Increased
2329	Needham Investment Management New York	$3.35M	+$167K	4	0.73%	Increased
2330	CIP Capital Insight Partners Scottsdale, Arizona	$3.34M	+$3.6M	1	2.82%	New
2331	ACM Afton Capital Management Charlotte, North Carolina	$3.34M	+$671K	2	8.69%	Increased
2332	CMANY Capital Management Associates (New York) New York	$3.33M	+$521K	4	4.39%	Increased
2333	Ballentine Partners Waltham, Massachusetts	$3.33M	+$13.2K	5	0.32%	Increased
2334	CIA Covington Investment Advisors Ligonier, Pennsylvania	$3.31M	-$66.2K	2	2.07%	Reduced
2335	BCFS Butensky & Cohen Financial Security Ponte Vedra Beach, Florida	$3.3M	+$12.6K	2	3.33%	Increased
2336	ACM Axel Capital Management New York	$3.29M	$0	2	2.31%	Maintained
2337	DA DSC Advisors Chicago, Illinois	$3.29M	+$1.73M	3	1.71%	Increased
2338	Waldron Private Wealth Bridgeville, Pennsylvania	$3.29M	+$233K	6	1.3%	Increased
2339	PH Pinnacle Holdings Tulsa, Oklahoma	$3.28M	-$67.5K	2	1.2%	Reduced
2340	LSCM LaSalle Street Capital Management Chicago, Illinois	$3.27M	$0	2	3.19%	Maintained
2341	OP Osmium Partners Greenbrae, California	$3.27M	-$1.67M	1	2.59%	Reduced
2342	KA Kerrisdale Advisers Miami, Florida	$3.26M	+$3.2M	1	1.12%	New
2343	DCM Delta Capital Management Red Bank, New Jersey	$3.26M	-$39.5K	1	2.23%	Reduced
2344	RCM Rotella Capital Management Bellevue, Washington	$3.26M	+$1.35M	7	2.68%	Increased
2345	HIP Hatteras Investment Partners Raleigh, North Carolina	$3.26M	-$328K	4	3.01%	Reduced
2346	TF Trutina Financial Bellevue, Washington	$3.24M	-$76.9K	1	2.85%	Reduced
2347	BOCM Bontempo Ohly Capital Management Bethesda, Maryland	$3.22M	-$10.5K	2	3.12%	Reduced
2348	ICOA Investment Centers of America Bismarck, North Dakota	$3.21M	-$572K	4	0.49%	Reduced
2349	WIA Westbourne Investment Advisors Annapolis, Maryland	$3.2M	+$3.33M	2	2.91%	New
2350	MHS M Holdings Securities Portland, Oregon	$3.19M	+$45.2K	4	2.13%	Increased