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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
2826	AC Amiya Capital London, United Kingdom	$491K	-$457K	1	2.76%	Reduced
2827	GCM Grisanti Capital Management New York	$489K	$0	2	0.18%	Maintained
2828	LIA LBMC Investment Advisors Brentwood, Tennessee	$483K	-$30.1K	1	0.1%	Reduced
2829	BIM Beach Investment Management West Conshohocken, Pennsylvania	$480K	-$665K	1	0.72%	Reduced
2830	NEPWA New England Private Wealth Advisors Wellesley, Massachusetts	$478K	-$130K	2	0.18%	Reduced
2831	BJ Brouwer & Janachowski Mill Valley, California	$476K	+$493K	1	0.21%	New
2832	MSP Madison Street Partners Denver, Colorado	$475K	+$427K	1	0.64%	New
2833	TCM TD Capital Management Memphis, Tennessee	$474K	-$2.36K	4	0.12%	Reduced
2834	AIA Arbor Investment Advisors Winston Salem, North Carolina	$448K	-$9.8K	1	0.25%	Reduced
2835	Chicago Partners Investment Group Chicago, Illinois	$445K	-$19.8K	4	0.2%	Reduced
2836	AGA Accuvest Global Advisors Provo, Utah	$435K	$0	1	0.16%	Maintained
2837	ACM Alethea Capital Management Mercer Island, Washington	$435K	-$5.56M	1	0.67%	Reduced
2838	NCM Northside Capital Management Hood River, Oregon	$435K	$0	1	0.29%	Maintained
2839	GWI Grace & White Inc Ny, New York	$427K	+$63.4K	1	0.09%	Increased
2840	YCM Yorkville Capital Management New York	$424K	-$186K	1	0.3%	Reduced
2841	LS Lupo Securities Chicago, Illinois	$416K	-$2.95M	2	1.66%	Reduced
2842	JC Jetstream Capital Brentwood, Tennessee	$410K	-$1.04M	1	0.27%	Reduced
2843	CAM Cypress Asset Management Houston, Texas	$395K	$0	1	0.07%	Maintained
2844	GA Geller Advisors New York	$393K	$0	1	0.23%	Maintained
2845	IF IRON Financial Northbrook, Illinois	$388K	+$91	1	0.37%	Increased
2846	PCM Potomac Capital Management New York	$378K	+$71.5K	1	0.46%	Increased
2847	LFR Lehman Financial Resources Media, Pennsylvania	$370K	-$890K	8	0.18%	Reduced
2848	NAM Needelman Asset Management Ladera Ranch, California	$365K	-$6.75K	1	1.15%	Reduced
2849	GWA Genesis Wealth Advisors Braintree, Massachusetts	$362K	-$30.4K	12	0.29%	Reduced
2850	FRM Foundation Resource Management Little Rock, Arkansas	$361K	$0	1	0.07%	Maintained