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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	CP Camelot Portfolios Maumee, Ohio	$540K	-$226K	1	0.33%	Reduced
2902	FFM Fullerton Fund Management Singapore	$527K	$0	1	0.38%	Maintained
2903	IF IRON Financial Northbrook, Illinois	$526K	-$40.5K	1	0.53%	Reduced
2904	OHS Odey Holdings (Switzerland) Zurich, Switzerland, Switzerland	$517K	+$123K	2	8.97%	Increased
2905	SRAM Stone Ridge Asset Management New York	$516K	-$912K	2	3.13%	Reduced
2906	ZF Zhang Financial Portage, Michigan	$515K	+$475K	2	0.29%	New
2907	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$508K	+$326K	4	0.46%	Increased
2908	FIMG Financial & Investment Management Group Traverse City, Michigan	$498K	-$30.6K	2	0.13%	Reduced
2909	Pathstone Family Office Englewood, New Jersey	$498K	+$144K	6	1.01%	Increased
2910	Sessa Capital New York	$496K	-$309K	1	0.1%	Reduced
2911	GA Geller Advisors New York	$492K	-$140K	1	0.29%	Reduced
2912	RAM Riggs Asset Management Dallas, Pennsylvania	$492K	+$217	5	0.35%	Increased
2913	SAMT Select Asset Management & Trust Mechanicsburg, Pennsylvania	$492K	$0	1	0.64%	Maintained
2914	HPA Hilltop Park Associates New York	$489K	+$450K	1	1.08%	New
2915	PRCP Pacific Ridge Capital Partners Lake Oswego, Oregon	$488K	+$130K	1	0.22%	Increased
2916	BCCM Blue Clay Capital Management Minneapolis, Minnesota	$476K	$0	1	0.45%	Maintained
2917	CG Corundum Group Colorado Springs, Colorado	$473K	+$89.3K	1	1.25%	Increased
2918	GWI Grace & White Inc Ny, New York	$473K	$0	1	0.11%	Maintained
2919	FBFS First Business Financial Services Madison, Wisconsin	$470K	+$412K	1	0.13%	New
2920	MUFG Securities EMEA London, United Kingdom	$465K	-$254K	2	1.85%	Reduced
2921	TCM TD Capital Management Memphis, Tennessee	$463K	$0	4	0.15%	Maintained
2922	IOOF Independent Order of Foresters Toronto, Ontario, Canada	$461K	$0	1	0.35%	Maintained
2923	KAM Kavi Asset Management New York	$454K	+$489K	1	0.36%	New
2924	YCM Yorkville Capital Management New York	$447K	$0	1	0.58%	Maintained
2925	CA Continental Advisors Park City, Utah	$446K	$0	1	0.13%	Maintained