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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
3351	HC Hillman Company Pittsburgh, Pennsylvania	$1.89M	-$3.93M	1	0.84%	Reduced
3352	MCM MV Capital Management Bethesda, Maryland	$1.89M	+$363K	12	0.45%	Increased
3353	Klingman & Associates New York	$1.89M	+$110K	1	0.37%	Increased
3354	FWM Fairhaven Wealth Management Oak Brook, Illinois	$1.89M	-$37K	3	1.79%	Reduced
3355	SG StepStone Group La Jolla, California	$1.88M	+$1.6M	1	0.9%	New
3356	CPP Crow Point Partners Boston, Massachusetts	$1.88M	+$174K	5	0.32%	Increased
3357	AIP Almanack Investment Partners Wayne, Pennsylvania	$1.87M	-$23.2K	4	0.53%	Reduced
3358	FP Factorial Partners Mt. Kisco, New York	$1.87M	-$609K	4	1.76%	Reduced
3359	AIA Angeles Investment Advisors Santa Monica, California	$1.87M	+$192K	1	1.77%	Increased
3360	TFO Tarbox Family Office Newport Beach, California	$1.86M	-$22.7K	25	0.68%	Reduced
3361	AFS Amtrust Financial Services New York	$1.86M	-$895K	2	1.63%	Reduced
3362	PVAM Pacific View Asset Management San Francisco, California	$1.86M	-$898K	1	1.93%	Reduced
3363	WCG Weaver Consulting Group Huntington Beach, California	$1.86M	+$1.58M	24	0.52%	New
3364	PC PhiloSmith Capital Stamford, Connecticut	$1.85M	$0	2	1.21%	Maintained
3365	Maven Securities St Helier, Jersey	$1.84M	+$1.05M	3	1.64%	Increased
3366	FVSAZ Flossbach von Storch AG Zurich Zurich, Switzerland	$1.83M	-$3.09M	1	2.24%	Reduced
3367	AMG Asset Management Group Stamford, Connecticut	$1.83M	+$14.2K	3	0.66%	Increased
3368	RBC Roble Belko & Company Sewickley, Pennsylvania	$1.81M	+$24.1K	15	0.62%	Increased
3369	DC Diametric Capital Boston, Massachusetts	$1.8M	-$356K	2	1.42%	Reduced
3370	SHA Seneca House Advisors Richmond, Virginia	$1.8M	+$491K	3	1.56%	Increased
3371	JIP JBJ Investment Partners Charleston, South Carolina	$1.8M	+$1.66M	7	0.68%	New
3372	TIM Tortoise Investment Management White Plains, New York	$1.8M	-$49.5K	22	0.47%	Reduced
3373	BOE Bank of Edwardsville Edwardsville, Illinois	$1.79M	+$1.65M	2	2.73%	New
3374	TWM Titus Wealth Management Larskpur, California	$1.79M	+$84.8K	3	1.58%	Increased
3375	ER Enlightenment Research Miami, Florida	$1.78M	-$3.23M	4	3.47%	Reduced