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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	VCM Voce Capital Management San Francisco, California	$3.89M	-$182K	1	4.51%	Reduced
2327	DA DSC Advisors Chicago, Illinois	$3.89M	+$764K	5	2.45%	Increased
2328	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$3.89M	+$1.57M	6	1.32%	Increased
2329	Regal Investment Advisors Kentwood, Michigan	$3.89M	-$257K	3	1.07%	Reduced
2330	NCMW Northern Capital Management (Wisconsin) Madison, Wisconsin	$3.88M	-$890K	2	1.73%	Reduced
2331	SIG Stanford Investment Group Mountain View, California	$3.85M	-$360K	16	1.97%	Reduced
2332	LCM Leisure Capital Management Costa Mesa, California	$3.84M	-$66.9K	3	3.77%	Reduced
2333	Cerity Partners OCIO New York	$3.83M	+$79.7K	3	0.38%	Increased
2334	Sky Investment Group Hartford, Connecticut	$3.82M	+$210K	1	1.81%	Increased
2335	Founders Financial Securities Towson, Maryland	$3.82M	-$32.9K	1	1.75%	Reduced
2336	WA Winfield Associates Cleveland, Ohio	$3.82M	+$218K	24	2.49%	Increased
2337	MFS Monetta Financial Services Wheaton, Illinois	$3.82M	+$924K	3	2.41%	Increased
2338	CWA Asset Management Group Naples, Florida	$3.81M	+$2.54M	5	2.33%	Increased
2339	WA1 Wimmer Associates 1 Pasadena, California	$3.78M	-$616K	6	3.37%	Reduced
2340	United Bank (Virginia) Vienna, Virginia	$3.78M	+$357K	1	3.73%	Increased
2341	Magnetar Financial Evanston, Illinois	$3.77M	+$2.37M	8	0.06%	Increased
2342	Albion Financial Group Salt Lake City, Utah	$3.77M	+$28.9K	4	0.68%	Increased
2343	RPA Rock Point Advisors Burlington, Vermont	$3.76M	-$88.6K	3	2.02%	Reduced
2344	SG Capital Management Chicago, Illinois	$3.76M	+$3.88M	1	0.92%	New
2345	TWM Torch Wealth Management Cincinnati, Ohio	$3.76M	+$3.97K	4	2.75%	Increased
2346	First Commonwealth Financial Corp Indiana, Pennsylvania	$3.76M	+$203K	4	4.77%	Increased
2347	Blue Fin Capital Warren, Rhode Island	$3.75M	-$89.1K	3	3.11%	Reduced
2348	NBC Neuberger Berman Canada Toronto, Ontario, Canada	$3.74M	-$243K	3	1.2%	Reduced
2349	MLIC Mandatum Life Insurance Company Helsinki, Finland	$3.73M	$0	2	0.51%	Maintained
2350	MBT Monroe Bank & Trust Monroe, Michigan	$3.72M	-$903K	4	1.29%	Reduced