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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	SVP Springbank Value Partners Hampton Bays, New York	$3.64M	+$35.2K	2	5.55%	Increased
2402	Allworth Financial Folsom, California	$3.64M	+$73.8K	17	0.38%	Increased
2403	TA Tamarack Advisers Carlsbad, California	$3.63M	+$3.69M	1	1.14%	Increased
2404	NBC Neuberger Berman Canada Toronto, Ontario, Canada	$3.6M	-$544K	3	1.09%	Reduced
2405	CCC Chelsea Counsel Company Los Angeles, California	$3.59M	+$2.54K	2	1.83%	Increased
2406	Financial Engines Advisors Santa Clara, California	$3.56M	-$1.14M	1	2.84%	Reduced
2407	ECM Exchange Capital Management Ann Arbor, Michigan	$3.55M	+$96K	4	1.39%	Increased
2408	CC Cadinha & Co Honolulu, Hawaii	$3.54M	+$223K	3	0.72%	Increased
2409	EDRS Edmond de Rothschild (Suisse) Geneva, Switzerland	$3.54M	+$243K	9	1.09%	Increased
2410	TCM Telos Capital Management San Diego, California	$3.54M	-$4.12K	2	1.65%	Reduced
2411	MBT Monroe Bank & Trust Monroe, Michigan	$3.52M	-$481K	4	1.27%	Reduced
2412	SJL Shayne & Jacobs LLC Nashville, Tennessee	$3.51M	-$165K	3	2.9%	Reduced
2413	BOS Bingham Osborn & Scarborough San Francisco, California	$3.5M	+$159K	4	0.37%	Increased
2414	DR Davis Rea Toronto, Ontario, Canada	$3.48M	+$1.83M	3	2.6%	Increased
2415	KP Keel Point Huntsville, Alabama	$3.47M	+$426K	5	1.32%	Increased
2416	MFW Mosaic Family Wealth St. Louis, Missouri	$3.47M	+$287K	16	1.61%	Increased
2417	PFBT Parkside Financial Bank & Trust Saint Louis, Missouri	$3.47M	-$75.4K	35	1.59%	Reduced
2418	BCM Bluefin Capital Management New York	$3.45M	-$31.8M	2	0.13%	Reduced
2419	WP WealthPLAN Partners Omaha, Nebraska	$3.44M	-$2.52M	15	1.12%	Reduced
2420	GGPE Golden Gate Private Equity San Francisco, California	$3.44M	-$1.22M	1	1.54%	Reduced
2421	IWA Intercontinental Wealth Advisors San Antonio, Texas	$3.43M	-$34.7K	2	2.45%	Reduced
2422	SSCM Summit Street Capital Management New York	$3.43M	+$840K	2	3.68%	Increased
2423	RIM Reliant Investment Management Memphis, Tennessee	$3.42M	-$5.88K	2	2.99%	Reduced
2424	Edgewood Management Greenwich, Connecticut	$3.41M	+$2.8M	4	0.02%	Increased
2425	KT Kanaly Trust Houston, Texas	$3.4M	-$134K	35	0.72%	Reduced