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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
3701	CFG CKW Financial Group Honolulu, Hawaii	$475K	+$20.8K	4	0.1%	Increased
3702	ICM Ionic Capital Management New York	$474K	$0	1	0.05%	Maintained
3703	WMRU William Marsh Rice University Houston, Texas	$470K	-$400K	1	0.37%	Reduced
3704	CCA Cruiser Capital Advisors Stamford, Connecticut	$467K	+$157K	1	0.28%	Increased
3705	CFIA Cantor Fitzgerald Investment Advisors New York	$464K	+$190K	2	0.07%	Increased
3706	PWP Personal Wealth Partners Bloomington, Minnesota	$464K	+$449K	4	0.22%	New
3707	KAM Kazazian Asset Management Fort Lauderdale, Florida	$461K	+$571K	1	0.55%	New
3708	PDM Penn Davis McFarland Dallas, Texas	$461K	$0	1	0.16%	Maintained
3709	SCP Silverleafe Capital Partners Germantown, Tennessee	$461K	-$201K	1	0.28%	Reduced
3710	CBOR Community Bank of Raymore Raymore, Missouri	$458K	-$2.54K	1	0.14%	Reduced
3711	NFP Narus Financial Partners Salt Lake City, Utah	$457K	+$455K	1	0.35%	New
3712	Giverny Capital Montreal, Quebec, Canada	$456K	$0	1	0.05%	Maintained
3713	UWM USAdvisors Wealth Management Eden Prairie, Minnesota	$455K	+$431K	1	0.19%	New
3714	ACM Ategra Capital Management Vienna, Virginia	$454K	+$30.5K	1	0.42%	Increased
3715	EVC Eidelman Virant Capital Saint Louis, Missouri	$451K	-$526K	1	0.24%	Reduced
3716	AH Allen Holding New York	$448K	$0	1	0.07%	Maintained
3717	SC Schoolcraft Capital Boulder, Colorado	$439K	+$435K	2	0.26%	New
3718	CAM Crestone Asset Management Boulder, Colorado	$435K	-$4.44K	1	0.15%	Reduced
3719	OP Omni Partners London, United Kingdom	$431K	+$468K	1	0.02%	New
3720	Apollon Wealth Management Mount Pleasant, South Carolina	$430K	+$425K	3	0.49%	New
3721	ACP Aveo Capital Partners Englewood, Colorado	$430K	+$7.74K	1	0.19%	Increased
3722	PI Pachira Investments Dana Point, California	$428K	+$381	1	0.47%	Increased
3723	BIA BHK Investment Advisors Birmingham, Alabama	$422K	+$57.8K	1	0.24%	Increased
3724	DSA Droms Strauss Advisors St. Louis, Missouri	$416K	+$1.78K	1	0.31%	Increased
3725	MAU MRA Associates USA Phoenix, Arizona	$412K	+$392K	3	1.63%	New