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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
2401	DCMM DG Capital Management (Massachusetts) Boston, Massachusetts	$1.49M	-$2.8M	1	0.83%	Reduced
2402	HCM Highlander Capital Management Short Hills, New Jersey	$1.49M	+$282K	7	1.41%	Increased
2403	CR Cooperatieve Rabobank Utrecht, Netherlands	$1.49M	-$1.61M	1	1%	Reduced
2404	WFG Wills Financial Group Richmond, Virginia	$1.48M	+$1.4M	2	1.53%	New
2405	Fenimore Asset Management Cobleskill, New York	$1.48M	+$8.11K	1	0.08%	Increased
2406	WA WESPAC Advisors Orinda, California	$1.48M	+$406K	2	1.23%	Increased
2407	EA Elm Advisors Burlingame, California	$1.48M	+$1.42M	1	1.43%	New
2408	WMC Westwood Management Corporation Chicago, Illinois	$1.47M	$0	1	0.25%	Maintained
2409	FMA FNY Managed Accounts New York	$1.47M	+$888K	4	2.24%	Increased
2410	CCB Cutter & Co Brokerage Ballwin, Missouri	$1.46M	+$552K	2	0.68%	Increased
2411	RWM Raffa Wealth Management Washington, District of Columbia	$1.45M	+$1.15M	26	0.88%	New
2412	BAM Banta Asset Management Newport Beach, California	$1.45M	-$8.62K	1	3.57%	Reduced
2413	PNAA Pictet North America Advisors Geneva 73, Switzerland	$1.45M	+$1.37M	3	0.33%	New
2414	Brinker Capital Investments Berwyn, Pennsylvania	$1.45M	+$1.01M	5	0.06%	Increased
2415	DSM Capital Partners Palm Beach Gardens, Florida	$1.44M	-$90.8M	2	0.03%	Reduced
2416	Capital Wealth Planning Naples, Florida	$1.43M	-$2.64M	2	1.73%	Reduced
2417	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$1.43M	-$133K	6	0.45%	Reduced
2418	AMG Asset Management Group Stamford, Connecticut	$1.42M	+$991K	2	0.86%	Increased
2419	CAM CMT Asset Management Chicago, Illinois	$1.41M	+$418K	2	0.07%	Increased
2420	DHFB Dixon Hubard Feinour & Brown Roanoke, Virginia	$1.4M	-$2.39M	2	0.52%	Reduced
2421	PBT Pictet Bank & Trust Nassau, Bahamas	$1.4M	+$1.27M	2	0.58%	New
2422	CCM CWH Capital Management Spokane, Washington	$1.39M	+$1.35M	1	1.19%	New
2423	AFG Albion Financial Group Salt Lake City, Utah	$1.39M	-$2.54K	3	0.26%	Reduced
2424	AW Alpha Windward Westwood, Massachusetts	$1.39M	-$655K	8	0.96%	Reduced
2425	Karpus Investment Management Pittsford, New York	$1.39M	-$2.18K	2	0.08%	Reduced