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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
2651	CG Corundum Group Colorado Springs, Colorado	$238K	-$3.16K	1	1.12%	Reduced
2652	WCM Wallace Capital Management Dallas, Texas	$228K	$0	1	0.05%	Maintained
2653	FFH Fairfax Financial Holdings Toronto, Ontario, Canada	$225K	$0	1	0.02%	Maintained
2654	RIM Ranger International Management Lake Forest, Illinois	$223K	$0	1	0.08%	Maintained
2655	VAM Visionary Asset Management Houston, Texas	$221K	-$795K	1	0.06%	Reduced
2656	SIM Sigma Investment Management Portland, Oregon	$218K	$0	1	0.15%	Maintained
2657	SIM Strategic Investment Management Arlington, Virginia	$217K	+$195K	1	0.05%	New
2658	AIU Algebris Investments (UK) London, United Kingdom	$207K	+$191K	1	0.13%	New
2659	CEMP Compass Efficient Model Portfolios Brentwood, Tennessee	$207K	+$197K	2	7.8%	Increased
2660	BWG Beta Wealth Group San Diego, California	$206K	+$200K	1	2.61%	New
2661	APU Alpine Partners USVI St. Thomas, U.S. Virgin Islands	$202K	+$192K	1	0.96%	New
2662	FAG Financial Advisory Group Houston, Texas	$201K	+$195K	1	0.11%	New
2663	TFMS Trust & Fiduciary Management Services Boston, Massachusetts	$192K	+$43.8K	4	0.13%	Increased
2664	MAS Madden Advisory Services Jacksonville, Florida	$189K	+$43.7K	6	0.14%	Increased
2665	SP Steelhead Partners Seattle, Washington	$185K	-$120K	1	0.02%	Reduced
2666	CHFS Cobble Hill Financial Services Moorestown, New Jersey	$178K	-$32.4K	1	0.03%	Reduced
2667	OAM Orinda Asset Management Lafayette, California	$173K	-$149K	1	0.39%	Reduced
2668	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$163K	-$38.7K	2	0.1%	Reduced
2669	IFLIT Investmentaktiengesellschaft Fuer Langfristige Investoren TGV Bonn, Germany	$156K	$0	1	0.08%	Maintained
2670	SPM Symmetry Peak Management Radnor, Pennsylvania	$138K	-$14.2M	1	0.05%	Reduced
2671	LOAME Lombard Odier Asset Management (Europe) London, United Kingdom	$133K	+$125K	1	0.01%	New
2672	EAMA EFG Asset Management (Americas) Miami, Florida	$133K	+$123K	3	0.12%	New
2673	MAM Mark Asset Management New York	$112K	-$688K	1	0.03%	Reduced
2674	EMA Efficient Market Advisors San Diego, California	$101K	+$999	4	0.03%	Increased
2675	AP Advisors Preferred Rockville, Maryland	$97K	+$88.6K	2	0.05%	New