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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	PBT Pictet Bank & Trust Nassau, Bahamas	$1.53M	-$60.7K	3	0.6%	Reduced
2452	MSP Madison Street Partners Denver, Colorado	$1.52M	-$2.26M	1	2.31%	Reduced
2453	BFPW BOK Financial Private Wealth Denver, Colorado	$1.52M	$0	2	0.25%	Maintained
2454	DFIM Detwiler Fenton Investment Management Boston, Massachusetts	$1.51M	+$7.84K	2	1.44%	Increased
2455	HCM Highlander Capital Management Short Hills, New Jersey	$1.5M	-$24.9K	7	1.42%	Reduced
2456	AMG Asset Management Group Stamford, Connecticut	$1.5M	+$8.42K	2	0.8%	Increased
2457	SMC Smith, Moore & Co Clayton, Missouri	$1.49M	-$163K	4	0.83%	Reduced
2458	AC Alexandria Capital Arlington, Virginia	$1.49M	+$30.2K	14	0.65%	Increased
2459	BCM Beck Capital Management Austin, Texas	$1.48M	+$563K	2	1.04%	Increased
2460	Northeast Financial Consultants Westport, Connecticut	$1.46M	-$705K	3	0.8%	Reduced
2461	DIP DT Investment Partners Chadds Ford, Pennsylvania	$1.45M	+$751K	3	0.47%	Increased
2462	MS Marshall & Sullivan Seattle, Washington	$1.45M	+$36K	2	2.04%	Increased
2463	RWM Raffa Wealth Management Washington, District of Columbia	$1.45M	-$134K	25	1.09%	Reduced
2464	PA Planning Alternatives Birmingham, Michigan	$1.44M	+$90.3K	2	0.35%	Increased
2465	TIM Tortoise Investment Management White Plains, New York	$1.42M	-$38.1K	3	0.6%	Reduced
2466	Fenimore Asset Management Cobleskill, New York	$1.42M	-$18.9K	1	0.08%	Reduced
2467	IUAM Itau USA Asset Management New York	$1.42M	-$74.8K	4	0.31%	Reduced
2468	T TradeWorx Red Bank, New Jersey	$1.41M	-$2.65M	5	1.86%	Reduced
2469	ODCM Old Dominion Capital Management Charlottesville, Virginia	$1.4M	-$4.41K	2	1.44%	Reduced
2470	TCM TCS Capital Management New York	$1.39M	$0	1	0.8%	Maintained
2471	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$1.39M	-$206K	4	0.21%	Reduced
2472	OAM Occidental Asset Management Burlingame, California	$1.39M	-$7.23K	3	2.26%	Reduced
2473	MCC Malaga Cove Capital Pv Estates, California	$1.39M	-$41.7K	1	1.12%	Reduced
2474	VCP Vista Capital Partners Portland, Oregon	$1.39M	+$43.8K	3	0.46%	Increased
2475	SG Somerset Group Wayzata, Minnesota	$1.38M	$0	1	1.27%	Maintained