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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
3151	WCM Wealthcare Capital Management Richmond, Virginia	$111K	-$8.19K	5	0.01%	Reduced
3152	LCM Legato Capital Management San Francisco, California	$111K	+$6.46M	3	2%	New
3153	EP Edinburgh Partners Edinburgh, United Kingdom	$110K	$0	1	0.02%	Maintained
3154	SFPIA Stevens First Principles Investment Advisors Newport Beach, California	$109K	$0	1	0.08%	Maintained
3155	OHS Odey Holdings (Switzerland) Zurich, Switzerland, Switzerland	$108K	-$26.4K	2	6.99%	Reduced
3156	SAS Stelac Advisory Services New York	$102K	+$99K	1	0.03%	New
3157	SCA Stuart Chaussee & Associates Palos Verdes Estates, California	$102K	-$234K	3	0.08%	Reduced
3158	BC Barnett & Company Chattanooga, Tennessee	$96K	-$29K	4	0.05%	Reduced
3159	LA Legacy Advisors Plymouth Meeting, Pennsylvania	$76K	+$73.7K	5	0.1%	New
3160	PSW Portfolio Strategies (Washington) Tacoma, Washington	$75K	+$72.2K	1	0.09%	New
3161	FCA Florence Capital Advisors New York	$74K	+$80.2K	3	0.08%	New
3162	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$73K	-$42.4K	5	0.02%	Reduced
3163	Maven Securities St Helier, Jersey	$73K	+$69.8K	1	0.07%	New
3164	ST Sphinx Trading Chicago, Illinois	$66K	$0	1	0.13%	Maintained
3165	NFM North Forty Management Seattle, Washington	$56K	+$59.8K	1	0.07%	New
3166	PIMJS PKO Investment Management Joint-Stock Warsaw, Poland	$54.1K	+$52.4K	1	0.04%	New
3167	RP Raiff Partners New York	$39K	-$31.9K	2	0.1%	Reduced
3168	WAP Wealthcare Advisory Partners West Chester, Pennsylvania	$39K	$0	6	0.02%	Maintained
3169	AWA Artemis Wealth Advisors New York	$31K	+$31.2K	3	0.03%	New
3170	OCM Oakview Capital Management Dallas, Texas	$31K	+$28K	1	0.02%	New
3171	TCM Tanaka Capital Management New York	$18K	$0	1	0.04%	Maintained
3172	Sageworth Trust Lancaster, Pennsylvania	$16K	+$15.8K	1	0%	New
3173	Tortoise Capital Advisors Overland Park, Kansas	$12K	-$15.4K	1	0%	Reduced
3174	GWA Guidant Wealth Advisors Palatine, Illinois	$6K	$0	2	0%	Maintained
3175	LWMT Legacy Wealth Management (Tennessee) Memphis, Tennessee	$4.24K	+$4.6K	1	0%	New