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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	AAM American Asset Management Boca Raton, Florida	$67K	+$69.2K	2	0.05%	New
2902	CIM Cambria Investment Management Manhattan Beach, California	$65K	+$12.9K	5	0.03%	Increased
2903	FIG Fusion Investment Group Pittsburgh, Pennsylvania	$65K	-$7M	3	0.15%	Reduced
2904	MAS Madden Advisory Services Jacksonville, Florida	$57K	+$9.37K	4	0.04%	Increased
2905	CGH Cleary Gull Holdings Milwaukee, Wisconsin	$53K	+$6.19K	2	0.04%	Increased
2906	NMIS Northwestern Mutual Investment Services Milwaukee, Wisconsin	$45K	+$45.6K	12	0.01%	New
2907	NHFG New Harbor Financial Group Worcester, Massachusetts	$38K	$0	2	0.05%	Maintained
2908	JPC Jabodon PT Co Reno, Nevada	$25K	$0	1	0.79%	Maintained
2909	SFPM Sensible Financial Planning & Management Waltham, Massachusetts	$23K	$0	1	0.02%	Maintained
2910	PFG Pacific Financial Group Bellevue, Washington	$18K	$0	1	0.02%	Maintained
2911	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$17K	+$18.6K	1	0.01%	New
2912	MIM Macroview Investment Management Bethesda, Maryland	$14K	+$3.17K	2	0.03%	Increased
2913	TCM Tanaka Capital Management New York	$14K	$0	1	0.04%	Maintained
2914	RCG Ruggie Capital Group Tavares, Florida	$13K	-$57K	1	0.01%	Reduced
2915	AP Advisors Preferred Rockville, Maryland	$4K	-$56.7K	1	0%	Reduced
2916	RWM Rezny Wealth Management Fort Myers, Florida	$2K	+$2.94K	1	0%	New
2917	Advent Capital Management New York	$0	-$7.89M	0	–	Closed
2918	AWM Affinity Wealth Management Wilmington, Delaware	$0	-$496K	0	–	Closed
2919	AH Allen Holding New York	$0	-$3.85M	0	–	Closed
2920	AGM Alpine Global Management New York	$0	-$17.2M	0	–	Closed
2921	ACM Americafirst Capital Management Roseville, California	$0	-$1.64M	0	–	Closed
2922	ACM Anandar Capital Management New York	$0	-$4.37M	0	–	Closed
2923	AA Antipodean Advisors New York	$0	-$29.8M	0	–	Closed
2924	AG Artal Group Luxembourg	$0	-$2.04M	0	–	Closed
2925	BPCA Bank Pictet & Cie (Asia) Singapore	$0	-$316K	0	–	Closed