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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	LI Longer Investments Fayetteville, Arkansas	$2.6M	-$254K	1	1.92%	Reduced
2427	RU RobecoSam USA New York	$2.6M	-$2.5M	5	2.8%	Reduced
2428	IC Intersect Capital San Ramon, California	$2.58M	+$2.59M	16	2.16%	New
2429	EAM Evanson Asset Management Carmel, California	$2.58M	+$855K	3	0.95%	Increased
2430	TM Tiger Management New York	$2.58M	-$1.53M	2	0.51%	Reduced
2431	MCMT Moon Capital Management (Tennessee) Knoxville, Tennessee	$2.58M	+$2.1M	1	3.67%	Increased
2432	PIMJS PKO Investment Management Joint-Stock Warsaw, Poland	$2.58M	-$2.56M	2	2.66%	Reduced
2433	BIM Beach Investment Management West Conshohocken, Pennsylvania	$2.57M	+$2.6M	1	3.61%	New
2434	BOS Bank of Stockton Stockton, California	$2.57M	+$42K	4	1.46%	Increased
2435	IAS INR Advisory Services Media, Pennsylvania	$2.56M	+$1.27M	2	0.49%	Increased
2436	RP Raiff Partners New York	$2.56M	+$1.64M	1	2.08%	Increased
2437	UBV United Bank (Virginia) Vienna, Virginia	$2.56M	+$1.27M	1	6.01%	Increased
2438	PCM Perkins Capital Management Wayzata, Minnesota	$2.55M	+$383K	5	2.19%	Increased
2439	BRWM B. Riley Wealth Management Memphis, Tennessee	$2.55M	-$62.7K	9	2.09%	Reduced
2440	FHC First Heartland Consultants Lake St. Louis, Missouri	$2.54M	+$374K	4	1.05%	Increased
2441	SFT Simmons First Trust Pine Bluff, Arkansas	$2.53M	+$2.13M	4	0.64%	Increased
2442	WA Wealth Architects Mountain View, California	$2.53M	+$2.49M	5	1.49%	New
2443	FHB First Hawaiian Bank Honolulu, Hawaii	$2.52M	-$877K	5	0.41%	Reduced
2444	GBA Garrison Bradford & Associates New York	$2.51M	-$34.1K	2	2.28%	Reduced
2445	FC Fayerweather Charles	$2.51M	-$242K	4	8.51%	Reduced
2446	SGA Strategic Global Advisors Newport Beach, California	$2.5M	+$2.38M	3	2.23%	New
2447	FIMG Financial & Investment Management Group Traverse City, Michigan	$2.5M	+$300K	1	0.66%	Increased
2448	KCM Karp Capital Management Sausalito, California	$2.49M	+$2.51M	9	1.82%	New
2449	Mariner Independent Advisor Network Overland Park, Kansas	$2.49M	+$1.22M	3	1.15%	Increased
2450	FFA Fragasso Financial Advisors Sewickley, Pennsylvania	$2.49M	-$1.99M	1	2.11%	Reduced