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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	MCMT Moon Capital Management (Tennessee) Knoxville, Tennessee	$676K	+$365	2	0.78%	Increased
3027	AIA Arbor Investment Advisors Winston Salem, North Carolina	$675K	+$19.4K	2	0.32%	Increased
3028	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$669K	+$4.36K	6	0.28%	Increased
3029	CWM Cedar Wealth Management Walnut Creek, California	$661K	+$33.2K	2	0.39%	Increased
3030	Maven Securities St Helier, Jersey	$659K	+$682K	1	0.34%	New
3031	FC FCA Corp Houston, Texas	$653K	$0	2	0.27%	Maintained
3032	YCM Yorkville Capital Management New York	$653K	$0	1	0.75%	Maintained
3033	CAM Concorde Asset Management Ann Arbor, Michigan	$650K	+$216K	2	0.56%	Increased
3034	FWSM First Wilshire Securities Management Pasadena, California	$648K	$0	2	0.18%	Maintained
3035	PI Parkside Investments Deerfield, Illinois	$638K	+$627K	2	0.37%	New
3036	CPA Columbia Pacific Advisors Seattle, Washington	$633K	+$572K	1	0.79%	New
3037	Klingman & Associates New York	$630K	-$74K	1	0.16%	Reduced
3038	CCB Cutter & Co Brokerage Ballwin, Missouri	$628K	-$25K	2	0.25%	Reduced
3039	V ValueWorks New York	$628K	+$629K	1	0.45%	New
3040	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$626K	-$694K	1	0.19%	Reduced
3041	CWM Cahaba Wealth Management Atlanta, Georgia	$622K	+$607K	2	0.29%	New
3042	UIM Underhill Investment Management Greenbrae, California	$622K	$0	1	0.34%	Maintained
3043	TCB Texas Capital Bancshares Dallas, Texas	$621K	+$250K	2	1.39%	Increased
3044	AWM Affinity Wealth Management Wilmington, Delaware	$615K	-$205K	2	0.38%	Reduced
3045	AIP Almanack Investment Partners Wayne, Pennsylvania	$615K	+$106K	2	0.3%	Increased
3046	AU Algebris (UK) London, United Kingdom	$614K	+$628K	1	0.08%	New
3047	NVIM New Vernon Investment Management Highland Park, Illinois	$614K	$0	1	0.68%	Maintained
3048	Obermeyer Wealth Partners Aspen, Colorado	$614K	+$330K	2	0.05%	Increased
3049	RPAM Rhenman & Partners Asset Management Stockholm, Sweden	$613K	$0	2	0.08%	Maintained
3050	BWM Bernicke Wealth Management Altoona, Wisconsin	$605K	-$84.8K	1	0.47%	Reduced