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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
2576	LIA LBMC Investment Advisors Brentwood, Tennessee	$574K	+$172	1	0.15%	Increased
2577	KA Kovack Advisors Ft. Lauderdale, Florida	$572K	+$331K	2	3.11%	Increased
2578	RP Raiff Partners New York	$561K	-$3.09M	1	0.44%	Reduced
2579	AIA Arbor Investment Advisors Winston Salem, North Carolina	$552K	+$20.7K	1	0.33%	Increased
2580	TCM TD Capital Management Memphis, Tennessee	$552K	-$166K	3	0.13%	Reduced
2581	Annex Advisory Services Brookfield, Wisconsin	$543K	-$127K	2	0.21%	Reduced
2582	MUMSS Mitsubishi UFJ Morgan Stanley Securities Tokyo, Japan	$540K	+$97.8K	12	0.9%	Increased
2583	Davidson Kempner Capital Management New York	$536K	+$444K	1	0.02%	New
2584	PO Private Ocean San Rafael, California	$532K	+$531K	7	0.43%	New
2585	TMNFIC Tokio Marine & Nichido Fire Insurance Company Tokyo, Japan	$525K	+$499K	1	0.33%	New
2586	SCA Stillwater Capital Advisors Devon, Pennsylvania	$523K	-$4.4M	1	0.2%	Reduced
2587	SG Swarthmore Group Philadelphia, Pennsylvania	$511K	-$703K	1	0.06%	Reduced
2588	DIP DT Investment Partners Chadds Ford, Pennsylvania	$510K	-$6.76K	1	0.21%	Reduced
2589	LC Lubar & Co Milwaukee, Wisconsin	$498K	+$3.34K	1	0.39%	Increased
2590	BP BBR Partners New York	$496K	-$282K	1	0.09%	Reduced
2591	WCM Windsor Capital Management Phoenix, Arizona	$493K	-$8.49K	5	0.29%	Reduced
2592	AIP ARS Investment Partners New York	$485K	-$655K	1	0.08%	Reduced
2593	GDF Graham & Dodd Fund New York	$480K	+$466K	1	1.46%	New
2594	RAM Riggs Asset Management Dallas, Pennsylvania	$476K	+$458K	1	0.26%	New
2595	NAM Needelman Asset Management Ladera Ranch, California	$468K	-$133K	1	1.54%	Reduced
2596	IF IRON Financial Northbrook, Illinois	$466K	+$452K	1	0.48%	New
2597	FWSM First Wilshire Securities Management Pasadena, California	$455K	$0	1	0.07%	Maintained
2598	GIM Guild Investment Management Los Angeles, California	$454K	+$416K	1	0.32%	New
2599	VFP Verus Financial Partners Richmond, Virginia	$450K	+$499	2	0.23%	Increased
2600	Edgewood Management Greenwich, Connecticut	$437K	-$198K	1	0%	Reduced