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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
2426	SMC Smith, Moore & Co Clayton, Missouri	$1.39M	+$1.34M	3	0.87%	New
2427	ODCM Old Dominion Capital Management Charlottesville, Virginia	$1.39M	-$924K	2	1.39%	Reduced
2428	BJ Brouwer & Janachowski Mill Valley, California	$1.37M	+$1.32M	1	0.67%	New
2429	EML Eos Management LP New York	$1.36M	$0	2	0.95%	Maintained
2430	SFT Simmons First Trust Pine Bluff, Arkansas	$1.36M	+$422K	2	0.45%	Increased
2431	FFS Founders Financial Securities Towson, Maryland	$1.35M	+$1.31M	1	1.13%	New
2432	Horizon Investments Charlotte, North Carolina	$1.35M	+$193K	1	0.2%	Increased
2433	BFPW BOK Financial Private Wealth Denver, Colorado	$1.33M	-$15.2K	2	0.24%	Reduced
2434	WA WealthTrust-Arizona Scottsdale, Arizona	$1.32M	-$38.2K	27	1.54%	Reduced
2435	GOCM Grey Owl Capital Management Falls Church, Virginia	$1.32M	+$1.28M	1	1.74%	New
2436	MCWS McKinley Carter Wealth Services Wheeling, West Virginia	$1.32M	+$495K	3	1.28%	Increased
2437	TDC Thompson Davis & Co Richmond, Virginia	$1.31M	+$1.3M	17	1.98%	New
2438	KCM KSA Capital Management Morristown, New Jersey	$1.31M	$0	1	0.61%	Maintained
2439	VCP Vista Capital Partners Portland, Oregon	$1.3M	+$345	3	0.47%	Increased
2440	Twin Tree Management Dallas, Texas	$1.29M	-$2.77M	4	0.03%	Reduced
2441	RI Redwood Investments Boston, Massachusetts	$1.29M	-$46K	3	0.19%	Reduced
2442	PA Planning Alternatives Birmingham, Michigan	$1.28M	+$807K	2	0.39%	Increased
2443	PM Parametrica Management Wanchai, Hong Kong	$1.26M	+$849K	5	3.48%	Increased
2444	DCM Dinsmore Capital Management Morristown, New Jersey	$1.26M	$0	1	0.51%	Maintained
2445	Northeast Financial Consultants Westport, Connecticut	$1.25M	+$1.2M	2	0.84%	New
2446	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$1.24M	+$1.18M	7	0.85%	New
2447	AC Alexandria Capital Arlington, Virginia	$1.24M	-$80.4K	12	0.54%	Reduced
2448	NYLT New York Life Trust New York	$1.23M	-$22.5K	5	5.61%	Reduced
2449	FUBT First United Bank & Trust Oakland, Maryland	$1.23M	-$18.9K	2	1.36%	Reduced
2450	TIM Tortoise Investment Management White Plains, New York	$1.23M	-$39.1K	3	0.67%	Reduced