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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	GKFF George Kaiser Family Foundation Tulsa, Oklahoma	$2.23M	$0	1	0.38%	Maintained
2352	IP Interval Partners New York	$2.23M	-$884K	1	0.47%	Reduced
2353	PCM Perkins Capital Management Wayzata, Minnesota	$2.21M	-$1.57M	5	1.87%	Reduced
2354	SAM Sequent Asset Management Houston, Texas	$2.2M	-$3.28K	2	1.66%	Reduced
2355	MVA Mount Vernon Associates Baltimore, Maryland	$2.2M	-$20.8K	2	5.47%	Reduced
2356	TWA Tillar-Wenstrup Advisors Centerville, Ohio	$2.19M	-$1.15M	1	2.03%	Reduced
2357	CIA Covington Investment Advisors Ligonier, Pennsylvania	$2.17M	+$21.7K	3	1.26%	Increased
2358	HIS Horizon Investment Services Hammond, Indiana	$2.17M	-$367K	1	1.1%	Reduced
2359	WI WHV Investments San Francisco, California	$2.17M	+$1.03M	1	0.03%	Increased
2360	AI ArchPoint Investors Coral Gables, Florida	$2.17M	$0	2	1.84%	Maintained
2361	KS Karpas Strategies Litchfield, Connecticut	$2.15M	+$1.25K	2	1.07%	Increased
2362	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$2.13M	-$76	5	1.88%	Reduced
2363	BC Banced Corp Edwardsville, Illinois	$2.12M	+$178K	6	2.44%	Increased
2364	RCM Reynolds Capital Management Las Vegas, Nevada	$2.11M	-$2.98M	6	2.04%	Reduced
2365	WCA Whetstone Capital Advisors Shawnee Mission, Kansas	$2.1M	+$15K	1	1.04%	Increased
2366	FIMG Financial & Investment Management Group Traverse City, Michigan	$2.1M	+$2.16M	1	0.62%	New
2367	LFM Lumina Fund Management New York	$2.1M	$0	2	0.19%	Maintained
2368	SH Scepter Holdings Fort Worth, Texas	$2.09M	-$192K	2	0.34%	Reduced
2369	CP Cinque Partners Los Angeles, California	$2.09M	-$1.85M	1	1.1%	Reduced
2370	CA Corrado Advisors Ramsey, New Jersey	$2.09M	$0	1	0.94%	Maintained
2371	MIP Marietta Investment Partners Milwaukee, Wisconsin	$2.08M	+$105K	3	0.92%	Increased
2372	KCM Keane Capital Management Charlotte, North Carolina	$2.08M	+$320K	1	2.01%	Increased
2373	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$2.07M	+$81K	9	1.38%	Increased
2374	EWM Evermay Wealth Management Arlington, Virginia	$2.07M	-$23.7K	3	1.77%	Reduced
2375	BIM Baldwin Investment Management West Conshohocken, Pennsylvania	$2.06M	-$23.1K	4	0.85%	Reduced