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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	MPAM Monarch Partners Asset Management Boston, Massachusetts	$2.78M	-$1.25M	1	0.38%	Reduced
2402	SVP Springbank Value Partners Hampton Bays, New York	$2.76M	$0	1	4.97%	Maintained
2403	QGM Quality Growth Management Rancho Santa Fe, California	$2.76M	-$938K	1	2.84%	Reduced
2404	MIM Miller Investment Management West Conshohocken, Pennsylvania	$2.75M	-$643K	3	1.03%	Reduced
2405	CK Carnick & Kubik Colorado Springs, Colorado	$2.75M	+$607K	4	2.24%	Increased
2406	MCG Meru Capital Group New York	$2.74M	-$4.76M	2	0.59%	Reduced
2407	CCM Crossvault Capital Management San Antonio, Texas	$2.74M	+$48.9K	2	2.19%	Increased
2408	NCA NCM Capital Advisers Durham, North Carolina	$2.74M	-$178K	6	3.67%	Reduced
2409	ACP Andalusian Capital Partners Greenwich, Connecticut	$2.74M	+$2.6M	1	0.68%	New
2410	JIP Jaffetilchin Investment Partners Tampa, Florida	$2.73M	+$816K	5	0.82%	Increased
2411	HCM Hengehold Capital Management Cincinnati, Ohio	$2.73M	-$79.4K	3	0.98%	Reduced
2412	MCM Marathon Capital Management Hunt Valley, Maryland	$2.72M	+$43.4K	2	1.25%	Increased
2413	WA Wealth Architects Mountain View, California	$2.72M	+$348K	4	1.46%	Increased
2414	Choreo LLC Rockford, Illinois	$2.7M	-$212K	2	0.67%	Reduced
2415	GBA Garrison Bradford & Associates New York	$2.69M	$0	2	2.63%	Maintained
2416	RPA Rock Point Advisors Burlington, Vermont	$2.69M	+$2.17M	3	1.37%	Increased
2417	ECM Endurant Capital Management San Mateo, California	$2.65M	+$558K	1	0.78%	Increased
2418	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$2.65M	+$1.41M	5	1.02%	Increased
2419	FA Fagan Associates Troy, New York	$2.64M	+$1.52M	2	1.76%	Increased
2420	MCMT Moon Capital Management (Tennessee) Knoxville, Tennessee	$2.63M	-$10.9K	1	3.6%	Reduced
2421	MIP Marietta Investment Partners Milwaukee, Wisconsin	$2.63M	+$118K	3	1.02%	Increased
2422	BOS Bank of Stockton Stockton, California	$2.63M	+$206K	5	1.47%	Increased
2423	MCM Mengis Capital Management Portland, Oregon	$2.62M	+$80.6K	2	2.19%	Increased
2424	AC Addison Capital Conshohocken, Pennsylvania	$2.61M	-$440K	1	2.38%	Reduced
2425	CWM Confluence Wealth Management Portland, Oregon	$2.61M	+$138K	4	1.43%	Increased