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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
2351	FNBOH First National Bank of Hutchinson Hutchinson, Kansas	$670K	-$435K	2	0.46%	Reduced
2352	New York Life Investment Management New York	$670K	-$48.4K	3	0.21%	Reduced
2353	MG MDE Group Morristown, New Jersey	$669K	-$89.5K	1	0.11%	Reduced
2354	IFS Ifrah Financial Services Little Rock, Arkansas	$664K	+$4.9K	1	0.32%	Increased
2355	IOOF Independent Order of Foresters Toronto, Ontario, Canada	$663K	$0	1	0.65%	Maintained
2356	MLM Mount Lucas Management Newtown, Pennsylvania	$658K	+$38.1K	1	0.14%	Increased
2357	APCM Arbiter Partners Capital Management New York	$649K	-$4.52M	1	0.16%	Reduced
2358	MCMT Moon Capital Management (Tennessee) Knoxville, Tennessee	$648K	+$665K	1	0.92%	New
2359	Edgewood Management Greenwich, Connecticut	$635K	$0	1	0.01%	Maintained
2360	Annex Advisory Services Brookfield, Wisconsin	$633K	+$18K	2	0.29%	Increased
2361	TAM Thornmark Asset Management Toronto, Ontario, Canada	$625K	-$5.55M	1	1.8%	Reduced
2362	KBG Kahn Brothers Group New York	$608K	$0	1	0.09%	Maintained
2363	MWP Moller Wealth Partners	$607K	$0	1	0.38%	Maintained
2364	SCM Steward Capital Management Bloomfield Hills, Michigan	$602K	$0	1	0.81%	Maintained
2365	CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota	$601K	+$588K	1	0.16%	New
2366	NAM Needelman Asset Management Ladera Ranch, California	$599K	-$622K	1	2.15%	Reduced
2367	SIM Sadoff Investment Management Milwaukee, Wisconsin	$586K	+$175K	1	0.1%	Increased
2368	BC Barnett & Company Chattanooga, Tennessee	$578K	-$26.9K	1	0.3%	Reduced
2369	MAM Meeder Asset Management Dublin, Ohio	$577K	-$6.11M	4	0.11%	Reduced
2370	LFG LifePlan Financial Group Dayton, Ohio	$573K	+$83	7	0.47%	Increased
2371	LIA LBMC Investment Advisors Brentwood, Tennessee	$566K	$0	1	0.17%	Maintained
2372	UBV United Bank (Virginia) Vienna, Virginia	$566K	+$4.77K	1	5.67%	Increased
2373	CCM Cai Capital Management New York	$564K	-$997K	2	0.36%	Reduced
2374	PAM Premier Asset Management Chicago, Illinois	$564K	+$558K	1	0.16%	New
2375	MCA Metropolitan Capital Advisors New York	$557K	-$307K	1	0.61%	Reduced