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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
3101	Mesirow Financial Investment Management Chicago, Illinois	$2.01M	-$137K	5	8.92%	Reduced
3102	LC Landaas & Company Milwaukee, Wisconsin	$2M	+$427K	10	1.6%	Increased
3103	MUS Mitsubishi UFJ Securities Tokyo, Japan	$2M	+$563K	11	7.17%	Increased
3104	Gerber Kawasaki Wealth & Investment Management Santa Monica, California	$2M	+$562K	3	0.6%	Increased
3105	TA Trellis Advisors Ellensburg, Washington	$1.99M	-$107K	3	1.87%	Reduced
3106	MM Midas Management New York	$1.98M	$0	1	0.94%	Maintained
3107	LWM Lyons Wealth Management Winter Park, Florida	$1.98M	+$581K	2	2.84%	Increased
3108	GEM Global Endowment Management Charlotte, North Carolina	$1.98M	-$182K	5	0.26%	Reduced
3109	KCM Kingstown Capital Management New York	$1.97M	$0	1	0.25%	Maintained
3110	SMC S. Muoio & Co New York	$1.94M	$0	1	1.2%	Maintained
3111	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$1.94M	+$943K	16	1.45%	Increased
3112	FNBSF First National Bank Sioux Falls Sioux Falls, South Dakota	$1.93M	+$87.3K	3	6.46%	Increased
3113	2L 22NW LP Seattle, Washington	$1.91M	-$173K	1	0.99%	Reduced
3114	FCM Force Capital Management New York	$1.9M	-$166K	2	1.85%	Reduced
3115	TVWM Tower View Wealth Management Shorewood, Wisconsin	$1.9M	+$14.3K	5	1.79%	Increased
3116	OMC Overbrook Management Corp New York	$1.9M	-$56.4K	3	0.36%	Reduced
3117	CC Claybrook Capital Wellesley, Massachusetts	$1.89M	-$4.14M	3	1.18%	Reduced
3118	RGNCM R.G. Niederhoffer Capital Management New York	$1.88M	-$806K	3	10.78%	Reduced
3119	P8IP Pier 88 Investment Partners San Francisco, California	$1.87M	-$3.5M	7	0.88%	Reduced
3120	TIM Tortoise Investment Management White Plains, New York	$1.87M	+$31.3K	16	0.51%	Increased
3121	Maven Securities St Helier, Jersey	$1.86M	-$1.33M	3	1.03%	Reduced
3122	CWM Connecticut Wealth Management Farmington, Connecticut	$1.85M	-$16.4K	2	0.88%	Reduced
3123	PBO Peoples Bank (Ohio) Marietta, Ohio	$1.84M	-$14.4K	3	1.07%	Reduced
3124	Reinhart Partners Mequon, Wisconsin	$1.84M	-$148K	3	0.18%	Reduced
3125	CIAS Capital Investment Advisory Services Raleigh, North Carolina	$1.84M	+$186K	2	0.92%	Increased