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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
2526	SJIM St. Johns Investment Management Jacksonville, Florida	$2.04M	+$18.8K	2	1.75%	Increased
2527	AG Artal Group Luxembourg	$2.04M	$0	1	0.09%	Maintained
2528	BIM Baldwin Investment Management West Conshohocken, Pennsylvania	$2.04M	-$217K	4	0.84%	Reduced
2529	MCM Maltese Capital Management New York	$2.01M	+$1.88M	1	0.23%	New
2530	QCM Quadrant Capital Management Fairfield, New Jersey	$2.01M	-$51K	1	1.72%	Reduced
2531	AI ArchPoint Investors Coral Gables, Florida	$2M	-$160K	2	1.25%	Reduced
2532	Sessa Capital New York	$2M	-$837K	1	0.92%	Reduced
2533	PIM Partner Investment Management San Francisco, California	$1.99M	+$1.13M	2	2.8%	Increased
2534	CA Corrado Advisors Ramsey, New Jersey	$1.99M	$0	1	0.9%	Maintained
2535	SRCM Swift Run Capital Management Charlottesville, Virginia	$1.98M	+$24K	3	0.84%	Increased
2536	SMC S. Muoio & Co New York	$1.98M	+$249K	2	0.93%	Increased
2537	TM Tiger Management New York	$1.98M	-$2.15M	1	0.28%	Reduced
2538	CMT Capital Markets Trading Frankfurt, Germany	$1.97M	+$2.16M	3	0.26%	New
2539	PIM Parasol Investment Management Westmont, Illinois	$1.97M	-$58.9K	4	1.33%	Reduced
2540	WFG Wills Financial Group Richmond, Virginia	$1.97M	+$181K	2	1.68%	Increased
2541	TPCM Three Peaks Capital Management Castle Rock, Colorado	$1.96M	-$1.09M	1	0.52%	Reduced
2542	PHK Point72 Hong Kong Hong Kong	$1.95M	+$1.11M	8	3.79%	Increased
2543	Boothbay Fund Management New York	$1.94M	-$943K	6	0.77%	Reduced
2544	PIMJS PKO Investment Management Joint-Stock Warsaw, Poland	$1.94M	$0	2	1.51%	Maintained
2545	SFM Signature Financial Management Norfolk, Virginia	$1.92M	+$65.3K	4	1.24%	Increased
2546	Obermeyer Wealth Partners Aspen, Colorado	$1.91M	-$29.9M	2	0.16%	Reduced
2547	ADBIC A.D. Beadell Investment Counsel Mequon, Wisconsin	$1.9M	+$6.84K	1	1.52%	Increased
2548	KL KWMG LLC Overland Park, Kansas	$1.9M	+$316K	3	1.39%	Increased
2549	CPO Cerity Partners OCIO New York	$1.9M	-$78.4K	3	0.21%	Reduced
2550	AIM Advantage Investment Management Cedar Rapids, Iowa	$1.89M	+$264K	12	0.92%	Increased