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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
3626	LFM Lumina Fund Management New York	$709K	$0	1	0.41%	Maintained
3627	IVAV Index Venture Associates V St. Helier, Channel Islands, Jersey	$704K	$0	1	0.09%	Maintained
3628	AMG Advisors Management Group La Crosse, Wisconsin	$693K	+$242K	2	0.31%	Increased
3629	KAH Kathryn A. Hall	$691K	+$639K	1	0.47%	New
3630	RPAM Rhenman & Partners Asset Management Stockholm, Sweden	$687K	$0	2	0.08%	Maintained
3631	CWM Cranbrook Wealth Management Bloomfield Hills, Michigan	$685K	+$11.1K	7	0.21%	Increased
3632	Benjamin Edwards Inc Clayton, Missouri	$684K	+$644K	13	3.27%	New
3633	FDS First Dallas Securities Dallas, Texas	$679K	+$145K	1	0.49%	Increased
3634	RCM Rivernorth Capital Management West Palm Beach, Florida	$672K	+$555K	1	0.04%	New
3635	SCA SMH Capital Advisors Fort Worth, Texas	$672K	+$7.65K	1	1.3%	Increased
3636	TAM Taylor Asset Management Toronto, Ontario, Canada	$669K	+$305K	2	0.44%	Increased
3637	CWM Cahaba Wealth Management Atlanta, Georgia	$665K	+$51.8K	2	0.18%	Increased
3638	QOP Quinn Opportunity Partners Charlottesville, Virginia	$659K	-$2.24M	2	0.09%	Reduced
3639	BJ Brouwer & Janachowski Mill Valley, California	$657K	+$121K	1	0.12%	Increased
3640	WFM Wolff Financial Management Kalamazoo, Michigan	$656K	-$5.02K	1	0.54%	Reduced
3641	KHLMTHM Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet Tel Aviv, Israel	$652K	$0	1	0.58%	Maintained
3642	FWCM First Western Capital Management Los Angeles, California	$651K	-$439K	2	9.26%	Reduced
3643	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$649K	+$607K	20	0.6%	New
3644	SCM Stordahl Capital Management Greenwood Village, Colorado	$636K	+$242K	2	0.26%	Increased
3645	DCM Dean Capital Management Overland Park, Kansas	$635K	-$2.9M	1	1.07%	Reduced
3646	SM Southport Management Wilson, Wyoming	$630K	+$618K	3	2.93%	New
3647	NCM New Capital Management Houston, Texas	$627K	+$13.8K	5	1.77%	Increased
3648	GI Glovista Investments Jersey City, New Jersey	$626K	-$47.6K	2	0.2%	Reduced
3649	MGAM McGowan Group Asset Management Dallas, Texas	$616K	+$25.9K	1	0.1%	Increased
3650	World Investment Advisors Santa Barbara, California	$614K	-$1.16M	1	0.28%	Reduced