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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
3026	CGH Cleary Gull Holdings Milwaukee, Wisconsin	$76K	+$12.5K	4	0.04%	Increased
3027	RGI River Global Investors London, United Kingdom	$50K	+$50.8K	1	0.03%	New
3028	CWM Cedar Wealth Management Walnut Creek, California	$49K	+$46.8K	1	0.04%	New
3029	OTC Opera Trading Capital Paris, France	$48K	+$46.3K	1	0.01%	New
3030	NHFG New Harbor Financial Group Worcester, Massachusetts	$36K	$0	2	0.05%	Maintained
3031	EPM Equitec Proprietary Markets Chicago, Illinois	$29K	-$819K	1	0%	Reduced
3032	SFPM Sensible Financial Planning & Management Waltham, Massachusetts	$28K	$0	1	0.02%	Maintained
3033	AP Advisors Preferred Rockville, Maryland	$25K	+$20K	1	0.01%	Increased
3034	PFG Pacific Financial Group Bellevue, Washington	$22K	$0	1	0.04%	Maintained
3035	HWM Heartwood Wealth Management London, United Kingdom	$20K	+$20.6K	1	0.02%	New
3036	PCC Park Circle Company Baltimore, Maryland	$18K	+$17.4K	1	0.01%	New
3037	TSS Two Sigma Securities New York	$14K	+$14.2K	1	0.02%	New
3038	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$13K	-$4.63K	1	0.03%	Reduced
3039	NMIS Northwestern Mutual Investment Services Milwaukee, Wisconsin	$12K	-$35.7K	1	0%	Reduced
3040	UMA USA Mutuals Advisors Dallas, Texas	$9K	+$7.9K	3	0.01%	New
3041	RMPWM Rocky Mountain Private Wealth Management Sugar Land, Texas	$7K	+$7.64K	1	4.7%	New
3042	MIM Macroview Investment Management Bethesda, Maryland	$5K	-$9K	1	0.02%	Reduced
3043	ARC Absolute Return Capital Boston, Massachusetts	$0	-$16.5M	0	–	Closed
3044	AH Achievement Holdings Chicago, Illinois	$0	-$5.06M	0	–	Closed
3045	AAM American Asset Management Boca Raton, Florida	$0	-$67K	0	–	Closed
3046	AIC AWM Investment Company New York	$0	-$119K	0	–	Closed
3047	BCM BBT Capital Management Fort Worth, Texas	$0	-$2.03M	0	–	Closed
3048	B Bellecapital Zurich, Switzerland	$0	-$509K	0	–	Closed
3049	BGA Belmont Global Advisors Dallas, Texas	$0	-$750K	0	–	Closed
3050	BS Bessemer Securities New York	$0	-$6.44M	0	–	Closed