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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
2376	Plancorp LLC Saint Louis, Missouri	$1.7M	+$1.64M	2	1.49%	New
2377	BOC Barbara Oil Co Chicago, Illinois	$1.69M	+$1.63M	2	1.47%	New
2378	SCM Siphron Capital Management Beverly Hills, California	$1.68M	-$2.63M	7	2.43%	Reduced
2379	HI Hudock Inc Williamsport, Pennsylvania	$1.67M	+$227K	13	1.42%	Increased
2380	ACM Avalon Capital Management Port Of Redwood City, California	$1.66M	+$645K	2	1.4%	Increased
2381	Capital Analysts LLC Fort Washington, Pennsylvania	$1.65M	-$934K	3	0.45%	Reduced
2382	New Mexico Educational Retirement Board Santa Fe, New Mexico	$1.64M	-$2.1M	1	0.07%	Reduced
2383	PAG Pinnacle Advisory Group Columbia, Maryland	$1.64M	-$66.6K	3	0.19%	Reduced
2384	GGPE Golden Gate Private Equity San Francisco, California	$1.61M	+$1.54M	1	0.69%	New
2385	HHGA Halbert Hargrove Global Advisors Long Beach, California	$1.61M	+$492K	4	0.5%	Increased
2386	BHA Beech Hill Advisors New York	$1.61M	-$1.99M	2	0.81%	Reduced
2387	PFA Paradigm Financial Advisors Des Peres, Missouri	$1.61M	+$1.53M	6	1.58%	New
2388	SG Somerset Group Wayzata, Minnesota	$1.6M	-$2.03M	1	1.25%	Reduced
2389	PAS Partnervest Advisory Services Santa Barbara, California	$1.6M	-$603K	16	0.74%	Reduced
2390	WTB Washington Trust Bank Spokane, Washington	$1.57M	-$13.6M	0	–	Closed
2391	Alyeska Investment Group Chicago, Illinois	$1.56M	+$17.6K	1	0.06%	Increased
2392	MIG Mariner Investment Group Harrison, New York	$1.54M	-$683K	1	0.23%	Reduced
2393	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$1.53M	+$1.48M	5	0.46%	New
2394	CIBC World Markets New York	$1.52M	+$1.48M	1	0.75%	New
2395	AWA Arete Wealth Advisors Chicago, Illinois	$1.52M	+$1.47M	2	1.5%	New
2396	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$1.51M	+$1.72K	5	3.96%	Increased
2397	CCM Carlson Capital Management Northfield, Minnesota	$1.51M	-$17.2K	2	0.63%	Reduced
2398	AWS Aris Wealth Services State College, Pennsylvania	$1.51M	-$248K	4	2.53%	Reduced
2399	IAS INR Advisory Services Media, Pennsylvania	$1.5M	+$13.6K	2	0.35%	Increased
2400	AIC Atlantic Investment Company Atlanta, Georgia	$1.49M	+$85.9K	3	1.32%	Increased