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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	OP Osmium Partners Greenbrae, California	$82K	+$70.4K	1	0.1%	New
3027	RP Raiff Partners New York	$62K	-$29K	1	0.07%	Reduced
3028	OP Oldfield Partners London, United Kingdom	$45K	-$95M	1	0%	Reduced
3029	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$36K	+$34.5K	1	0.02%	New
3030	PAM PT Asset Management Chicago, Illinois	$30K	-$120K	1	0.01%	Reduced
3031	SFPM Sensible Financial Planning & Management Waltham, Massachusetts	$27K	$0	1	0.02%	Maintained
3032	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$27K	+$13.6K	2	0.08%	Increased
3033	HWM Heartwood Wealth Management London, United Kingdom	$22K	$0	1	0.03%	Maintained
3034	TCM Tanaka Capital Management New York	$17K	-$116K	1	0.04%	Reduced
3035	Tortoise Capital Advisors Overland Park, Kansas	$11K	+$10.2K	1	0%	New
3036	UMA USA Mutuals Advisors Dallas, Texas	$9K	$0	3	0.01%	Maintained
3037	RMPWM Rocky Mountain Private Wealth Management Sugar Land, Texas	$8K	$0	1	5.23%	Maintained
3038	WAMC Western Asset Management Company Pasadena, California	$6K	+$4.39K	2	0%	New
3039	AP Advisors Preferred Rockville, Maryland	$3K	-$23K	1	0%	Reduced
3040	MIM Macroview Investment Management Bethesda, Maryland	$2K	-$2.68K	1	0.01%	Reduced
3041	NHFG New Harbor Financial Group Worcester, Massachusetts	$2K	-$34K	1	0%	Reduced
3042	3C 361 Capital Denver, Colorado	$0	-$372K	0	–	Closed
3043	AGA Accuvest Global Advisors Provo, Utah	$0	-$368K	0	–	Closed
3044	AGM Alpine Global Management New York	$0	-$940K	0	–	Closed
3045	ACP Andalusian Capital Partners Greenwich, Connecticut	$0	-$2M	0	–	Closed
3046	ACM Andor Capital Management Rye Brook, New York	$0	-$59.8M	0	–	Closed
3047	AC Apertura Capital Dallas, Texas	$0	-$5.88M	0	–	Closed
3048	ACP Arcus Capital Partners Atlanta, Georgia	$0	-$172K	0	–	Closed
3049	AC Aternalis Capital New York	$0	-$17.3M	0	–	Closed
3050	BO Bach Option Wanchai, Hong Kong	$0	-$383K	0	–	Closed