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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	MIP Marietta Investment Partners Milwaukee, Wisconsin	$1.91M	+$12.4K	2	0.74%	Increased
2402	RCM Rutabaga Capital Management Boston, Massachusetts	$1.91M	-$659K	1	0.18%	Reduced
2403	AI ArchPoint Investors Coral Gables, Florida	$1.9M	$0	2	1.72%	Maintained
2404	Northeast Financial Consultants Westport, Connecticut	$1.9M	+$654K	4	1.12%	Increased
2405	SIC Shoker Investment Counsel Oxford, Ohio	$1.89M	+$5.71K	2	1.77%	Increased
2406	FLAM First Light Asset Management Edina, Minnesota	$1.87M	+$299K	1	1.32%	Increased
2407	JFA JNBA Financial Advisors Bloomington, Minnesota	$1.86M	-$52.5K	9	0.98%	Reduced
2408	CA Corrado Advisors Ramsey, New Jersey	$1.85M	-$566K	1	0.9%	Reduced
2409	TPCM Three Peaks Capital Management Castle Rock, Colorado	$1.84M	-$545K	2	1.45%	Reduced
2410	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$1.84M	+$575K	4	1.12%	Increased
2411	FFS Founders Financial Securities Towson, Maryland	$1.83M	+$320K	1	1.22%	Increased
2412	SH Scepter Holdings Fort Worth, Texas	$1.82M	+$1.49M	2	0.39%	Increased
2413	Horizon Investments Charlotte, North Carolina	$1.81M	+$304K	1	0.23%	Increased
2414	IFB iAB Financial Bank Fort Wayne, Indiana	$1.8M	-$91.3K	3	1.59%	Reduced
2415	FA FCG Advisors Chatham, New Jersey	$1.79M	-$20.9K	3	1.27%	Reduced
2416	PAG Pinnacle Advisory Group Columbia, Maryland	$1.79M	+$30.3K	3	0.18%	Increased
2417	BOC Barbara Oil Co Chicago, Illinois	$1.78M	$0	2	1.57%	Maintained
2418	VNB Valley National Bancorp New York	$1.77M	-$774K	5	2.32%	Reduced
2419	EAM Evanson Asset Management Carmel, California	$1.76M	-$49.4K	3	0.77%	Reduced
2420	SignatureFD Atlanta, Georgia	$1.76M	-$558K	15	0.71%	Reduced
2421	SFM Sphera Funds Management Tel Aviv, Israel	$1.75M	+$864K	1	0.4%	Increased
2422	PNAA Pictet North America Advisors Geneva 73, Switzerland	$1.73M	+$162K	3	0.47%	Increased
2423	HHGA Halbert Hargrove Global Advisors Long Beach, California	$1.7M	-$11.2K	4	0.52%	Reduced
2424	EA Elm Advisors Burlingame, California	$1.7M	+$171K	2	1.64%	Increased
2425	AWA Arete Wealth Advisors Chicago, Illinois	$1.69M	+$52.8K	2	1.57%	Increased