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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	SIM Strategic Investment Management Arlington, Virginia	$226K	$0	1	0.04%	Maintained
2677	Aspiriant LLC Los Angeles, California	$216K	+$207K	1	0.03%	New
2678	SIM Sigma Investment Management Portland, Oregon	$216K	-$7.22K	1	0.15%	Reduced
2679	MAS Madden Advisory Services Jacksonville, Florida	$209K	+$11K	7	0.11%	Increased
2680	GAM Gould Asset Management Claremont, California	$208K	+$191K	1	0.11%	New
2681	SP Steelhead Partners Seattle, Washington	$203K	$0	1	0.02%	Maintained
2682	CS Comerica Securities Detroit, Michigan	$201K	+$184K	1	0.19%	New
2683	PCM Piermont Capital Management St. Louis, Missouri	$191K	+$206K	1	0.09%	New
2684	FAG Financial Advisory Group Houston, Texas	$185K	-$31.9K	1	0.1%	Reduced
2685	Perceptive Advisors New York	$180K	+$246K	1	0.02%	New
2686	RIM Ranger International Management Lake Forest, Illinois	$171K	-$36.5K	1	0.05%	Reduced
2687	IFLIT Investmentaktiengesellschaft Fuer Langfristige Investoren TGV Bonn, Germany	$158K	$0	1	0.08%	Maintained
2688	SCM Seamans Capital Management Boston, Massachusetts	$158K	+$145K	1	0.21%	New
2689	ACM Antonetti Capital Management Naples, Florida	$142K	-$146K	2	0.12%	Reduced
2690	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$124K	-$45.1K	2	0.08%	Reduced
2691	DA Denali Advisors San Diego, California	$123K	+$112K	2	0.04%	Increased
2692	EMA Efficient Market Advisors San Diego, California	$106K	-$1K	3	0.03%	Reduced
2693	AP Advisors Preferred Rockville, Maryland	$99K	-$6.09K	2	0.05%	Reduced
2694	NHFG New Harbor Financial Group Worcester, Massachusetts	$87K	+$1.76K	3	0.08%	Increased
2695	MIM Macroview Investment Management Bethesda, Maryland	$83K	+$20.7K	9	0.13%	Increased
2696	ACM Axel Capital Management New York	$77K	$0	1	0.17%	Maintained
2697	PCC Park Circle Company Baltimore, Maryland	$75K	+$77.3K	1	0.06%	New
2698	FPCP Fort Point Capital Partners San Francisco, California	$72K	$0	1	0.07%	Maintained
2699	ZIM ZPR Investment Management Orange City, Florida	$71K	+$61.2K	1	0.08%	New
2700	WCM Wealthcare Capital Management Richmond, Virginia	$64K	+$39.2K	4	0.01%	Increased