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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	CC Cadinha & Co Honolulu, Hawaii	$2.98M	+$219K	3	0.59%	Increased
2377	LWM LBA Wealth Management Jacksonville, Florida	$2.98M	-$32.9K	5	1.87%	Reduced
2378	SCM Stuyvesant Capital Management Armonk, New York	$2.98M	-$13.7K	1	6.49%	Reduced
2379	WCM Waterstone Capital Management St. Louis Park, Minnesota	$2.98M	+$1.35M	1	1.44%	Increased
2380	FC Fayerweather Charles	$2.96M	-$3.64K	4	7.49%	Reduced
2381	MTIM Marathon Trading Investment Management Radnor, Pennsylvania	$2.95M	-$3.45M	4	0.12%	Reduced
2382	MWP MYCIO Wealth Partners Philadelphia, Pennsylvania	$2.94M	+$116K	16	0.57%	Increased
2383	VAM Visionary Asset Management Houston, Texas	$2.93M	-$63.5K	1	0.98%	Reduced
2384	KIC Keating Investment Counselors Delray Beach, Florida	$2.92M	-$35.4K	2	1.49%	Reduced
2385	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$2.91M	-$122K	3	4.78%	Reduced
2386	KAM Kokusai Asset Management Tokyo, Japan	$2.89M	-$196K	1	2.66%	Reduced
2387	PCM Princeton Capital Management Red Bank, New Jersey	$2.89M	+$1.31M	2	2.93%	Increased
2388	BCA Bray Capital Advisors Naples, Florida	$2.86M	-$57.6K	7	1.64%	Reduced
2389	SCA Stonebridge Capital Advisors St Paul, Minnesota	$2.86M	+$77.2K	3	1.1%	Increased
2390	KPCM Kings Point Capital Management Great Neck, New York	$2.85M	+$8.63K	7	0.69%	Increased
2391	F Filament Seattle, Washington	$2.85M	-$410K	1	1.32%	Reduced
2392	AW Alpha Windward Westwood, Massachusetts	$2.84M	+$855K	14	1.91%	Increased
2393	IH IFC Holdings Tampa, Florida	$2.83M	+$107K	4	0.41%	Increased
2394	LAIC Lederer & Associates Investment Counsel Long Beach, California	$2.83M	-$375K	3	2.91%	Reduced
2395	AM Account Management Boxford, Massachusetts	$2.83M	+$784K	1	2.27%	Increased
2396	IC Intersect Capital San Ramon, California	$2.83M	-$309K	4	2.4%	Reduced
2397	PTCG Pring Turner Capital Group Alamo, California	$2.82M	-$22.4K	1	3.05%	Reduced
2398	UBV United Bank (Virginia) Vienna, Virginia	$2.8M	-$93.6K	1	4.07%	Reduced
2399	MIM Midwest Investment Management Cleveland, Ohio	$2.79M	$0	1	2.14%	Maintained
2400	SEC Seven Eight Capital New York	$2.79M	+$1.37M	16	3.29%	Increased