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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
2601	APCM Arbiter Partners Capital Management New York	$574K	-$75.1K	1	0.06%	Reduced
2602	RVP Relative Value Partners Northbrook, Illinois	$573K	-$75.1K	1	0.08%	Reduced
2603	PSC Piper Sandler & Co Minneapolis, Minnesota	$571K	-$114K	1	0.5%	Reduced
2604	HCM Harvey Capital Management Palm Beach, Florida	$561K	-$2.14M	1	0.22%	Reduced
2605	BC Barnett & Company Chattanooga, Tennessee	$557K	-$41.5K	1	0.25%	Reduced
2606	VAM Verity Asset Management Durham, North Carolina	$555K	+$509K	1	0.57%	New
2607	NA Nottingham Advisors Amherst, New York	$550K	+$180K	2	0.21%	Increased
2608	RCM Rotella Capital Management Bellevue, Washington	$547K	+$519K	2	0.67%	New
2609	DIP DT Investment Partners Chadds Ford, Pennsylvania	$544K	-$13.7K	1	0.22%	Reduced
2610	PM Parametrica Management Wanchai, Hong Kong	$536K	-$718K	2	4.54%	Reduced
2611	MPEM Marathon Partners Equity Management New York	$529K	-$159K	1	0.24%	Reduced
2612	KA Kovack Advisors Ft. Lauderdale, Florida	$506K	-$56.3K	2	1.73%	Reduced
2613	AIP ARS Investment Partners New York	$498K	$0	1	0.09%	Maintained
2614	FWSM First Wilshire Securities Management Pasadena, California	$498K	$0	1	0.08%	Maintained
2615	FFSOTS Fiduciary Financial Services of The Southwest Dallas, Texas	$490K	-$205K	2	0.15%	Reduced
2616	NCMG NCM Capital Management Group Durham, North Carolina	$489K	-$12M	3	3.86%	Reduced
2617	RAM Riggs Asset Management Dallas, Pennsylvania	$489K	$0	1	0.32%	Maintained
2618	SG Swarthmore Group Philadelphia, Pennsylvania	$489K	$0	1	0.06%	Maintained
2619	IF IRON Financial Northbrook, Illinois	$485K	-$23.1K	1	0.37%	Reduced
2620	NAM Needelman Asset Management Ladera Ranch, California	$471K	-$9.15K	1	1.53%	Reduced
2621	BGAM Boussard & Gavaudan Asset Management London, United Kingdom	$470K	+$213K	2	0.29%	Increased
2622	OAMG Odey Asset Management Group London, United Kingdom	$451K	+$413K	1	0.01%	New
2623	WCM Weatherstone Capital Management Denver, Colorado	$449K	+$200K	2	0.13%	Increased
2624	FRM Foundation Resource Management Little Rock, Arkansas	$447K	$0	1	0.06%	Maintained
2625	Avior Wealth Management Omaha, Nebraska	$443K	+$146K	5	0.37%	Increased