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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
2451	SNS Financial Group Minneapolis, Minnesota	$1.23M	+$738K	2	0.57%	Increased
2452	SAM Silphium Asset Management London, United Kingdom	$1.22M	+$1.17M	1	0.91%	New
2453	DCM Dialectic Capital Management Norwalk, Connecticut	$1.21M	+$1.12M	1	0.38%	New
2454	FNBOMD First National Bank of Mount Dora Mount Dora, Florida	$1.21M	+$22.6K	2	0.78%	Increased
2455	KCM Keane Capital Management Charlotte, North Carolina	$1.2M	+$1.23M	1	0.95%	New
2456	TFO Tarbox Family Office Newport Beach, California	$1.19M	+$1.14M	14	0.99%	New
2457	OIM Orca Investment Management Roseburg, Oregon	$1.19M	+$1.11M	3	0.97%	New
2458	IWC Integrated Wealth Counsel Carmel, California	$1.16M	-$15K	5	0.85%	Reduced
2459	NAM NorthCoast Asset Management Greenwich, Connecticut	$1.16M	-$39.7M	1	0.07%	Reduced
2460	TM Tiger Management New York	$1.15M	-$10.3M	2	0.35%	Reduced
2461	GCA Gideon Capital Advisors New York	$1.15M	+$1.05M	2	0.68%	New
2462	TWA Tillar-Wenstrup Advisors Centerville, Ohio	$1.15M	+$1.09M	1	1.18%	New
2463	VWM Vector Wealth Management Minneapolis, Minnesota	$1.15M	+$66.7K	2	0.81%	Increased
2464	CAL Capital Advisors Ltd Shaker Heights, Ohio	$1.13M	+$1.08M	4	0.75%	New
2465	DDPIC Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan	$1.11M	$0	2	0.17%	Maintained
2466	BBPWM Blue Bell Private Wealth Management Blue Bell, Pennsylvania	$1.11M	+$1.06M	5	0.85%	New
2467	NA NSB Advisors Fishkill, New York	$1.11M	$0	2	0.65%	Maintained
2468	Heritage Wealth Advisors Richmond, Virginia	$1.1M	+$1.06M	2	1.39%	New
2469	LSC Lesa Sroufe & Co Seattle, Washington	$1.09M	-$88.3K	2	0.59%	Reduced
2470	OC Oakworth Capital Birmingham, Alabama	$1.09M	+$1.04M	12	0.77%	New
2471	GIM Guardian Investment Management Tiburon, California	$1.08M	+$36.3K	1	1.2%	Increased
2472	RG Redmile Group San Francisco, California	$1.08M	+$853K	1	0.13%	New
2473	KA KLCM Advisors Milwaukee, Wisconsin	$1.07M	-$227K	2	0.29%	Reduced
2474	WI Wedgewood Investors Erie, Pennsylvania	$1.07M	$0	2	1.2%	Maintained
2475	DMAM Del Mar Asset Management New York	$1.07M	+$1.07M	1	0.47%	New