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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
2901	FA Financial Advantage Columbia, Maryland	$165K	-$103K	2	0.15%	Reduced
2902	SC Sophrosyne Capital New York	$159K	-$35.6K	1	0.25%	Reduced
2903	RIM Ranger International Management Lake Forest, Illinois	$146K	$0	1	0.03%	Maintained
2904	VSWA Vontobel Swiss Wealth Advisors Zurich, Switzerland	$128K	+$129K	5	0.09%	New
2905	SAC Smith Affiliated Capital New York	$119K	+$3.75K	1	0.02%	Increased
2906	ACA Apis Capital Advisors New York	$118K	+$102K	1	0.13%	New
2907	RCG Ruggie Capital Group Tavares, Florida	$110K	+$105K	5	0.1%	New
2908	ACM Americafirst Capital Management Roseville, California	$100K	+$97.8K	2	0.05%	New
2909	CP Corbenic Partners Bethlehem, Pennsylvania	$97K	+$68.8K	4	0.07%	Increased
2910	WCM Wealthcare Capital Management Richmond, Virginia	$87K	-$3.14K	6	0.01%	Reduced
2911	KAM Kazazian Asset Management Fort Lauderdale, Florida	$69K	+$82.3K	1	0.06%	New
2912	JPC Jabodon PT Co Reno, Nevada	$67K	+$33.9K	1	1.36%	Increased
2913	MPA Marvin & Palmer Associates Wilmington, Delaware	$60K	+$53.6K	1	0.06%	New
2914	EP Elkhorn Partners Omaha, Nebraska	$44K	-$288K	1	0.03%	Reduced
2915	MAS Madden Advisory Services Jacksonville, Florida	$42K	-$190K	3	0.02%	Reduced
2916	NHFG New Harbor Financial Group Worcester, Massachusetts	$40K	+$41.1K	3	0.05%	New
2917	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$39K	+$39.4K	1	0.1%	New
2918	PRS Pinkerton Retirement Specialists Coeur D Alene, Idaho	$37K	+$110K	3	0.03%	New
2919	PWM ParenteBeard Wealth Management York, Pennsylvania	$32.9K	-$2.11M	3	0.39%	Reduced
2920	Brinker Capital Investments Berwyn, Pennsylvania	$28K	$0	2	0%	Maintained
2921	MIM Macroview Investment Management Bethesda, Maryland	$21K	-$7.54K	4	0.02%	Reduced
2922	TCM Tanaka Capital Management New York	$13K	+$11.5K	1	0.04%	New
2923	CIM Cambria Investment Management Manhattan Beach, California	$11K	+$10.2K	3	0%	New
2924	JAM JCIC Asset Management Toronto, Ontario, Canada	$9K	-$63.8K	1	0%	Reduced
2925	1WCM 12 West Capital Management New York	$0	-$12.5M	0	–	Closed