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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
3526	OMC Oasis Management Company Grand Cayman, Cayman Islands	$165K	+$188K	1	0.24%	New
3527	BCP Berylson Capital Partners Boston, Massachusetts	$159K	$0	1	0.31%	Maintained
3528	SWM Selective Wealth Management Forest, Virginia	$154K	+$149K	2	1.84%	New
3529	Krane Funds Advisors New York	$138K	+$3.59K	1	0.01%	Increased
3530	VAIA Virtus Alternative Investment Advisers Hartford, Connecticut	$138K	+$135K	3	0.05%	New
3531	Sageworth Trust Lancaster, Pennsylvania	$135K	+$53.9K	5	0.02%	Increased
3532	QFA Quattro Financial Advisors The Woodlands, Texas	$132K	+$129K	1	0.05%	New
3533	RPG Risk Paradigm Group Austin, Texas	$132K	$0	1	0.26%	Maintained
3534	EAM Exane Asset Management Paris, France	$118K	-$34.2K	2	0.04%	Reduced
3535	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$110K	$0	1	0%	Maintained
3536	KC KHP Capital Tulsa, Oklahoma	$107K	$0	4	0.07%	Maintained
3537	GWA Guidant Wealth Advisors Palatine, Illinois	$101K	-$12.9K	5	0.04%	Reduced
3538	IFA Interactive Financial Advisors New Lenox, Illinois	$96K	+$92K	2	0.05%	New
3539	AWM Avondale Wealth Management West Lake Hills, Texas	$89K	-$37K	4	0.08%	Reduced
3540	IAS INR Advisory Services Media, Pennsylvania	$88K	-$2.52K	2	0.01%	Reduced
3541	OHS Odey Holdings (Switzerland) Zurich, Switzerland, Switzerland	$88K	$0	1	4.7%	Maintained
3542	WA Wilshire Advisors Santa Monica, California	$75K	+$98.7K	1	0.07%	New
3543	CIR Clear Investment Research Alpharetta, Georgia	$69K	+$69.1K	17	0.1%	New
3544	TCA Teewinot Capital Advisers New York	$64K	$0	1	0.02%	Maintained
3545	TAM Trust Asset Management Houston, Texas	$62K	-$1.32M	1	0.04%	Reduced
3546	Financial Engines Advisors Santa Clara, California	$50K	-$70.8K	4	0%	Reduced
3547	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$42K	-$2.49K	5	0.01%	Reduced
3548	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$31K	-$3.84K	2	0.02%	Reduced
3549	RG Redmile Group San Francisco, California	$28K	$0	1	0%	Maintained
3550	TCM Tanaka Capital Management New York	$27K	$0	1	0.06%	Maintained