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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	Chicago Partners Investment Group Chicago, Illinois	$512K	+$65.4K	4	0.24%	Increased
2902	FIMG Financial & Investment Management Group Traverse City, Michigan	$504K	+$212K	2	0.14%	Increased
2903	GEM Global Endowment Management Charlotte, North Carolina	$500K	+$180K	2	0.09%	Increased
2904	CAIMH Central Asset Investments & Management Holdings Hong Kong	$499K	+$474K	1	0.22%	New
2905	SAMT Select Asset Management & Trust Mechanicsburg, Pennsylvania	$492K	$0	1	0.64%	Maintained
2906	BC Banced Corp Edwardsville, Illinois	$491K	+$138K	2	0.88%	Increased
2907	Obermeyer Wealth Partners Aspen, Colorado	$489K	-$132K	1	0.04%	Reduced
2908	YCM Yorkville Capital Management New York	$487K	$0	1	0.57%	Maintained
2909	LM Luminus Management Houston, Texas	$482K	$0	1	0.02%	Maintained
2910	Aspiriant LLC Los Angeles, California	$478K	+$118K	1	0.05%	Increased
2911	GWI Grace & White Inc Ny, New York	$476K	-$57.9K	1	0.11%	Reduced
2912	HP Harvey Partners Tarrytown, New York	$470K	+$473K	1	0.33%	New
2913	IOOF Independent Order of Foresters Toronto, Ontario, Canada	$463K	-$262K	1	0.36%	Reduced
2914	RAM Riggs Asset Management Dallas, Pennsylvania	$460K	-$24.3K	5	0.23%	Reduced
2915	SM Sabby Management Miami Beach, Florida	$455K	+$457K	1	0.03%	New
2916	FFM Fullerton Fund Management Singapore	$453K	+$481K	1	0.35%	New
2917	TCM TD Capital Management Memphis, Tennessee	$453K	-$56.2K	4	0.14%	Reduced
2918	ICM Ionic Capital Management New York	$451K	-$16.3M	1	0.03%	Reduced
2919	Miracle Mile Advisors Los Angeles, California	$447K	+$86.3K	1	0.16%	Increased
2920	TFF The Family Firm Bethesda, Maryland	$443K	-$82.5K	1	0.24%	Reduced
2921	AAP Ardsley Advisory Partners Stamford, Connecticut	$431K	+$429K	1	0.06%	New
2922	GCM Grisanti Capital Management New York	$430K	$0	2	0.19%	Maintained
2923	Pathstone Family Office Englewood, New Jersey	$430K	-$148K	4	2%	Reduced
2924	EDRAML Edmond de Rothschild Asset Management (Luxembourg) Luxembourg	$425K	+$421K	3	0.37%	New
2925	TMC Trellus Management Company Delray Beach, Florida	$423K	-$829K	1	0.62%	Reduced