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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
2676	NHFG New Harbor Financial Group Worcester, Massachusetts	$87K	-$18.2K	3	0.11%	Reduced
2677	ACM Axel Capital Management New York	$81K	-$766K	1	0.37%	Reduced
2678	JAM JCIC Asset Management Toronto, Ontario, Canada	$81K	-$12.2M	1	0.02%	Reduced
2679	MIM Macroview Investment Management Bethesda, Maryland	$59K	+$6.39K	7	0.11%	Increased
2680	FPCP Fort Point Capital Partners San Francisco, California	$56K	+$56.8K	1	0.04%	New
2681	MS Madison Scottsdale Scottsdale, Arizona	$56K	-$503K	1	0.05%	Reduced
2682	FNYS First New York Securities New York	$55K	-$4.5M	1	0.03%	Reduced
2683	CP Corbenic Partners Bethlehem, Pennsylvania	$43K	-$47.9K	2	0.04%	Reduced
2684	Fort Pitt Capital Group Pittsburgh, Pennsylvania	$37.2K	+$599	3	5.2%	Increased
2685	WCM Wealthcare Capital Management Richmond, Virginia	$22K	-$1.78K	3	0%	Reduced
2686	EU Emory University Atlanta, Georgia	$19K	$0	4	0.01%	Maintained
2687	PFG Pacific Financial Group Bellevue, Washington	$15K	$0	1	0.03%	Maintained
2688	BRIM Broad Run Investment Management Arlington, Virginia	$11K	+$9.49K	1	0%	New
2689	EA Ecofin Advisors London, United Kingdom	$10K	+$7.9K	2	0%	Increased
2690	IFWM Institute for Wealth Management Denver, Colorado	$8K	$0	2	0.01%	Maintained
2691	SMA Simply Money Advisors Cincinnati, Ohio	$6K	-$19.9K	3	0%	Reduced
2692	NMIS Northwestern Mutual Investment Services Milwaukee, Wisconsin	$4K	+$4.1K	1	0%	New
2693	DA Denali Advisors San Diego, California	$3K	$0	1	0%	Maintained
2694	SC Sureview Capital Greenwich, Connecticut	$1K	-$5.65M	1	0%	Reduced
2695	6CM 683 Capital Management New York	$0	-$6.22M	0	–	Closed
2696	7AM 7x7 Asset Management San Francisco, California	$0	-$22.6M	0	–	Closed
2697	AIM ADAR Investment Management Englewood, New Jersey	$0	-$22.4M	0	–	Closed
2698	AT Allston Trading Chicago, Illinois	$0	-$961K	0	–	Closed
2699	ACM Alpha Capital Management Austin, Texas	$0	-$3.26M	0	–	Closed
2700	AA Alta Advisers London, United Kingdom	$0	-$79K	0	–	Closed