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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	PWAP Private Wealth Advisors (Pennsylvania) Greensburg, Pennsylvania	$3.55M	+$52.1K	2	1.74%	Increased
2377	CIM Cetera Investment Management El Segundo, California	$3.55M	-$428K	3	2.09%	Reduced
2378	ACM Atika Capital Management New York	$3.52M	-$10.2M	2	1.51%	Reduced
2379	LSCM LaSalle Street Capital Management Chicago, Illinois	$3.52M	$0	2	3.36%	Maintained
2380	SVP Springbank Value Partners Hampton Bays, New York	$3.52M	$0	1	5.93%	Maintained
2381	MAM Mark Asset Management New York	$3.52M	-$9.29M	2	1.04%	Reduced
2382	BDF Balasa Dinverno & Foltz	$3.51M	-$203K	4	0.63%	Reduced
2383	BCFS Butensky & Cohen Financial Security Ponte Vedra Beach, Florida	$3.51M	-$137K	2	3.43%	Reduced
2384	ECM Exchange Capital Management Ann Arbor, Michigan	$3.49M	+$409K	4	1.41%	Increased
2385	CFA Camarda Financial Advisors Fleming Island, Florida	$3.48M	+$2.58M	11	2.21%	Increased
2386	ARGA Investment Management Stamford, Connecticut	$3.47M	+$878K	2	1.08%	Increased
2387	KJHP K.J. Harrison & Partners Toronto, Ontario, Canada	$3.46M	-$1.2M	3	1.86%	Reduced
2388	OLA Oliver Luxxe Assets Gladstone, New Jersey	$3.46M	+$1.8M	1	2.94%	Increased
2389	WC Walthausen & Co Malta, New York	$3.46M	-$34.6K	1	0.36%	Reduced
2390	RMAM Raab & Moskowitz Asset Management Chatham, New Jersey	$3.45M	+$593K	4	1.96%	Increased
2391	PIA Peachtree Investment Advisors Atlanta, Georgia	$3.45M	+$15.6K	3	3.51%	Increased
2392	TDC Thompson Davis & Co Richmond, Virginia	$3.44M	-$1.5M	39	5.49%	Reduced
2393	BL BCWM LLC Overland Park, Kansas	$3.42M	+$1.7M	1	1.64%	Increased
2394	BOS Bingham Osborn & Scarborough San Francisco, California	$3.42M	-$76.7K	4	0.39%	Reduced
2395	NG Northstar Group New York	$3.41M	-$140K	5	2.54%	Reduced
2396	MCM Mengis Capital Management Portland, Oregon	$3.41M	+$385K	1	3.01%	Increased
2397	SNBOSD Security National Bank of So Dak Sioux City, Iowa	$3.41M	+$47.2K	3	4.61%	Increased
2398	MHS M Holdings Securities Portland, Oregon	$3.4M	-$33.8K	4	1.74%	Reduced
2399	CCC Chelsea Counsel Company Los Angeles, California	$3.39M	-$1.95M	2	1.53%	Reduced
2400	IAMOG Investors Asset Management of Georgia Atlanta, Georgia	$3.39M	-$37.7K	4	2.64%	Reduced