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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	WMC Westwood Management Corporation Chicago, Illinois	$1.47M	$0	1	0.25%	Maintained
2452	HCM Highlander Capital Management Short Hills, New Jersey	$1.46M	-$77.6K	7	1.37%	Reduced
2453	OC Oakworth Capital Birmingham, Alabama	$1.45M	+$286K	13	0.95%	Increased
2454	CCM Connective Capital Management Palo Alto, California	$1.45M	-$423K	1	2.32%	Reduced
2455	NCM Newland Capital Management New York	$1.44M	+$1.46M	1	0.7%	New
2456	KCM KSA Capital Management Morristown, New Jersey	$1.44M	$0	1	0.57%	Maintained
2457	AMG Asset Management Group Stamford, Connecticut	$1.43M	+$10.3K	2	0.82%	Increased
2458	CCM Carlson Capital Management Northfield, Minnesota	$1.43M	-$174K	2	0.6%	Reduced
2459	IUAM Itau USA Asset Management New York	$1.42M	-$748K	4	0.46%	Reduced
2460	BFPW BOK Financial Private Wealth Denver, Colorado	$1.42M	-$12.9K	2	0.25%	Reduced
2461	PFA Paradigm Financial Advisors Des Peres, Missouri	$1.42M	-$282K	5	1.3%	Reduced
2462	UAM UAS Asset Management New York	$1.41M	+$1.29M	1	0.84%	New
2463	SCM Siphron Capital Management Beverly Hills, California	$1.41M	-$295K	7	2.46%	Reduced
2464	IRS Invictus RG (Singapore) Singapore	$1.41M	-$4.26M	19	1.67%	Reduced
2465	MSU Maple Securities USA Jersey City, New Jersey	$1.4M	-$36.6M	4	0.12%	Reduced
2466	RWM Raffa Wealth Management Washington, District of Columbia	$1.39M	+$93.1K	5	1.13%	Increased
2467	WA WealthTrust-Arizona Scottsdale, Arizona	$1.39M	-$19K	29	1.57%	Reduced
2468	SMC Smith, Moore & Co Clayton, Missouri	$1.39M	-$57.8K	3	0.83%	Reduced
2469	HH HWG Holdings Houston, Texas	$1.37M	+$1.4M	2	1.25%	New
2470	Brookstone Capital Management Wheaton, Illinois	$1.36M	+$263K	4	0.35%	Increased
2471	ODCM Old Dominion Capital Management Charlottesville, Virginia	$1.36M	+$4.7K	2	1.36%	Increased
2472	SFT Simmons First Trust Pine Bluff, Arkansas	$1.36M	+$34.6K	2	0.43%	Increased
2473	MDCM Morgan Dempsey Capital Management Menomonee Falls, Wisconsin	$1.36M	-$57K	6	0.34%	Reduced
2474	SC Sophrosyne Capital New York	$1.35M	-$5.21M	3	1.18%	Reduced
2475	JIP Jaffetilchin Investment Partners Tampa, Florida	$1.34M	-$1.02M	4	0.52%	Reduced