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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	CCPM Cooper Creek Partners Management New York	$2.1M	-$464K	1	2.44%	Reduced
2377	GAG GM Advisory Group Melville, New York	$2.1M	-$159K	4	1.82%	Reduced
2378	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$2.09M	-$602K	7	1.79%	Reduced
2379	MSS Mitchell Sinkler & Starr Philadelphia, Pennsylvania	$2.07M	-$136K	2	2.22%	Reduced
2380	MVA Mount Vernon Associates Baltimore, Maryland	$2.06M	+$70.7K	2	5.25%	Increased
2381	CFA Camarda Financial Advisors Fleming Island, Florida	$2.06M	-$433K	4	1.41%	Reduced
2382	BIM Baldwin Investment Management West Conshohocken, Pennsylvania	$2.05M	+$30.7K	4	0.89%	Increased
2383	HCM Harvest Capital Management Concord, New Hampshire	$2.05M	-$60.6K	2	0.96%	Reduced
2384	ADBIC A.D. Beadell Investment Counsel Mequon, Wisconsin	$2.05M	$0	1	1.52%	Maintained
2385	VAS Valicenti Advisory Services Elmira, New York	$2.04M	+$2.19K	2	1.32%	Increased
2386	PWM ParenteBeard Wealth Management York, Pennsylvania	$2.02M	+$8.9K	3	0.89%	Increased
2387	GKFF George Kaiser Family Foundation Tulsa, Oklahoma	$2.01M	$0	1	0.33%	Maintained
2388	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$2.01M	+$195K	4	1.17%	Increased
2389	TPCM Three Peaks Capital Management Castle Rock, Colorado	$2M	+$96.9K	2	1.38%	Increased
2390	OL Orbitronix LP Newport Beach, California	$1.99M	$0	1	0.88%	Maintained
2391	EWM Evermay Wealth Management Arlington, Virginia	$1.99M	+$1.42M	3	1.72%	Increased
2392	QCM Quadrant Capital Management Fairfield, New Jersey	$1.99M	+$2.02M	1	1.9%	New
2393	COPM Charter Oak Partners Management Westport, Connecticut	$1.98M	$0	1	1.08%	Maintained
2394	AI ArchPoint Investors Coral Gables, Florida	$1.98M	+$31.5K	2	1.67%	Increased
2395	CPO Cerity Partners OCIO New York	$1.98M	-$68.9K	3	0.28%	Reduced
2396	GCM Glaxis Capital Management Sarasota, Florida	$1.97M	+$1.91M	1	4.26%	New
2397	KS Karpas Strategies Litchfield, Connecticut	$1.96M	+$1.29K	2	0.98%	Increased
2398	LPU Lansdowne Partners (UK) London, United Kingdom	$1.94M	+$1.97M	1	0.02%	New
2399	LFM Lumina Fund Management New York	$1.92M	-$6.3M	2	0.09%	Reduced
2400	KTC Kistler-Tiffany Companies Berwyn, Pennsylvania	$1.92M	-$48.4K	14	1.39%	Reduced