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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	RIM Reliant Investment Management Memphis, Tennessee	$2.49M	-$61.7K	2	2.24%	Reduced
2452	Needham Investment Management New York	$2.48M	-$341K	2	0.52%	Reduced
2453	ED Exane Derivatives Paris, France	$2.48M	+$2.49M	6	0.34%	New
2454	AW Alpha Windward Westwood, Massachusetts	$2.47M	+$533K	13	1.62%	Increased
2455	CC CQS Cayman Camana Bay, Grand Cayman, Cayman Islands	$2.46M	-$4.95M	1	0.16%	Reduced
2456	BB Bell Bank Fargo, North Dakota	$2.46M	-$32.7K	4	1.69%	Reduced
2457	KL KWMG LLC Overland Park, Kansas	$2.45M	+$2.45M	4	2.04%	New
2458	FWM Focused Wealth Management Newburgh, New York	$2.44M	-$138K	13	1.73%	Reduced
2459	FLAM First Light Asset Management Edina, Minnesota	$2.43M	+$183K	1	1.38%	Increased
2460	MCG Meru Capital Group New York	$2.43M	-$293K	4	0.79%	Reduced
2461	CNFG Creegan & Nassoura Financial Group Portsmouth, New Hampshire	$2.42M	+$2.48M	2	2.47%	New
2462	BHB Bank Hapoalim BM Tel Aviv, Israel	$2.42M	-$254K	3	0.51%	Reduced
2463	NorthRock Partners Minneapolis, Minnesota	$2.41M	+$2.44M	2	1.48%	New
2464	JFA JNBA Financial Advisors Bloomington, Minnesota	$2.4M	-$29.4K	11	0.97%	Reduced
2465	WA Winfield Associates Cleveland, Ohio	$2.4M	-$31.6K	5	1.76%	Reduced
2466	KIG Kovitz Investment Group Chicago, Illinois	$2.4M	-$311K	2	0.12%	Reduced
2467	BCM Bares Capital Management Austin, Texas	$2.38M	-$110K	3	0.29%	Reduced
2468	SM Southport Management Wilson, Wyoming	$2.37M	+$1.18M	1	2.51%	Increased
2469	MTWSIF Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel	$2.37M	$0	1	0.22%	Maintained
2470	TCM Tensile Capital Management Larkspur, California	$2.36M	+$2.05M	1	0.6%	New
2471	MSFP Mark Sheptoff Financial Planning Glastonbury, Connecticut	$2.36M	+$39K	6	2.09%	Increased
2472	TCB Texas Capital Bancshares Dallas, Texas	$2.36M	-$615K	4	1.27%	Reduced
2473	CP Camelot Portfolios Maumee, Ohio	$2.36M	-$76.5K	2	1.36%	Reduced
2474	CBCM Charter Bridge Capital Management New York	$2.36M	-$6M	1	1.21%	Reduced
2475	LMAM Legg Mason Asset Management Tokyo, Japan	$2.35M	-$871K	4	1.78%	Reduced