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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
2926	AP Advisors Preferred Rockville, Maryland	$61K	+$8K	1	0.03%	Increased
2927	CIM Cambria Investment Management Manhattan Beach, California	$60K	+$52.4K	4	0.02%	Increased
2928	CCP Centaur Capital Partners Southlake, Texas	$57K	-$1.05M	1	0.1%	Reduced
2929	JPC Jabodon PT Co Reno, Nevada	$53K	$0	1	1.16%	Maintained
2930	CGH Cleary Gull Holdings Milwaukee, Wisconsin	$49K	+$49.6K	2	0.04%	New
2931	MAS Madden Advisory Services Jacksonville, Florida	$48K	+$48.5K	3	0.03%	New
2932	NHFG New Harbor Financial Group Worcester, Massachusetts	$42K	-$13.7K	2	0.04%	Reduced
2933	SFPM Sensible Financial Planning & Management Waltham, Massachusetts	$26K	+$25.9K	2	0.02%	New
2934	PFG Pacific Financial Group Bellevue, Washington	$18K	$0	1	0.02%	Maintained
2935	TCM Tanaka Capital Management New York	$16K	$0	1	0.04%	Maintained
2936	MIM Macroview Investment Management Bethesda, Maryland	$12K	+$2.96K	2	0.01%	Increased
2937	AC Alpenglow Capital San Carlos, California	$0	-$9.03M	0	–	Closed
2938	ACA Apis Capital Advisors New York	$0	-$160K	0	–	Closed
2939	AAP Ardsley Advisory Partners Stamford, Connecticut	$0	-$216K	0	–	Closed
2940	Aristeia Capital Greenwich, Connecticut	$0	-$3.21M	0	–	Closed
2941	AF Aristotle Fund Portland, Maine	$0	-$2.77M	0	–	Closed
2942	BHMP Bardin Hill Management Partners New York	$0	-$1.27M	0	–	Closed
2943	BCM Basso Capital Management Stamford, Connecticut	$0	-$364K	0	–	Closed
2944	BCM Brightfield Capital Management New York	$0	-$1.26M	0	–	Closed
2945	CW Cabot-Wellington Boston, Massachusetts	$0	-$1.77M	0	–	Closed
2946	CGM Capital Growth Management Boston, Massachusetts	$0	-$59.7M	0	–	Closed
2947	CC Chanos & Company New York	$0	-$3.68M	0	–	Closed
2948	CCMU Cheyne Capital Management (UK) London, United Kingdom	$0	-$1.2M	0	–	Closed
2949	CAM CMT Asset Management Chicago, Illinois	$0	-$2.83M	0	–	Closed
2950	CPA Columbia Pacific Advisors Seattle, Washington	$0	-$210K	0	–	Closed