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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
2751	Simplicity Solutions Minneapolis, Minnesota	$1.2M	-$23.1M	2	0.73%	Reduced
2752	FIM Fernwood Investment Management Quincy, Massachusetts	$1.2M	-$350K	3	1.21%	Reduced
2753	EML Eos Management LP New York	$1.19M	$0	1	0.99%	Maintained
2754	Merriman Wealth Management Seattle, Washington	$1.19M	+$577	1	1.11%	Increased
2755	JT Jump Trading Chicago, Illinois	$1.16M	-$1.39M	4	0.05%	Reduced
2756	Bain Capital Investors Boston, Massachusetts	$1.16M	$0	1	0.02%	Maintained
2757	PWPCM Perella Weinberg Partners Capital Management New York	$1.16M	+$457K	1	0.49%	Increased
2758	CL CIM LLC Albany, New York	$1.16M	-$107K	3	0.57%	Reduced
2759	GI Glovista Investments Jersey City, New Jersey	$1.15M	+$429K	3	0.19%	Increased
2760	TIM Tortoise Investment Management White Plains, New York	$1.15M	-$269K	3	0.41%	Reduced
2761	NYLT New York Life Trust New York	$1.14M	-$109K	7	4.94%	Reduced
2762	KWMG King Wealth Management Group Naples, Florida	$1.14M	-$90.7K	2	0.61%	Reduced
2763	HCM HM Capital Management Clayton, Missouri	$1.13M	-$4.67K	1	1.25%	Reduced
2764	PA Parkside Advisors Berkeley, California	$1.13M	+$255K	2	0.79%	Increased
2765	KBG Kahn Brothers Group New York	$1.11M	+$26.7K	1	0.21%	Increased
2766	CAM CMT Asset Management Chicago, Illinois	$1.11M	+$491K	1	0.07%	Increased
2767	BRWM B. Riley Wealth Management Memphis, Tennessee	$1.1M	-$389K	3	1.65%	Reduced
2768	ESBC E.S. Barr & Co Lexington, Kentucky	$1.1M	-$87.4K	4	0.13%	Reduced
2769	GAM Gould Asset Management Claremont, California	$1.1M	+$80.9K	2	0.59%	Increased
2770	ACM Archon Capital Management Seattle, Washington	$1.1M	-$7.85M	2	1.09%	Reduced
2771	Fenimore Asset Management Cobleskill, New York	$1.1M	$0	1	0.06%	Maintained
2772	BP BBR Partners New York	$1.09M	-$93.9K	3	0.19%	Reduced
2773	FHB First Hawaiian Bank Honolulu, Hawaii	$1.08M	+$21.6K	2	0.19%	Increased
2774	BFIC Bedell Frazier Investment Counselling Walnut Creek, California	$1.08M	-$61.6K	2	0.56%	Reduced
2775	Dynamic Advisor Solutions Phoenix, Arizona	$1.08M	-$724	2	0.46%	Reduced