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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
3826	MTCM Mint Tower Capital Management Amsterdam, Netherlands	$59K	-$1.55M	1	0.01%	Reduced
3827	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$48K	+$11.4K	5	0.02%	Increased
3828	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$45K	-$486	2	0.05%	Reduced
3829	RG Redmile Group San Francisco, California	$38K	$0	1	0%	Maintained
3830	SHIM Stone House Investment Management Tunkhannock, Pennsylvania	$37K	+$35.1K	3	0.02%	New
3831	PMAM Penn Mutual Asset Management Conshohocken, Pennsylvania	$33K	+$1.08M	1	0.38%	Increased
3832	TCM Tanaka Capital Management New York	$29K	$0	1	0.09%	Maintained
3833	AWA Artemis Wealth Advisors New York	$26.1K	$0	1	0.01%	Maintained
3834	CCS Crosspoint Capital Strategies Orinda, California	$21K	$0	1	0.04%	Maintained
3835	DPA Delphi Private Advisors San Diego, California	$16K	$0	1	0.08%	Maintained
3836	LGWM Litman Gregory Wealth Management Larkspur, California	$16K	$0	2	0%	Maintained
3837	SM Sabby Management Miami Beach, Florida	$16K	-$164K	1	0.01%	Reduced
3838	TTSTC Texas Treasury Safekeeping Trust Company Austin, Texas	$14K	+$14.8K	1	0%	New
3839	W WealthStone Columbus, Ohio	$10K	+$9.26K	2	0.36%	New
3840	Hirtle Callaghan & Co West Conshohocken, Pennsylvania	$8K	-$5.24M	1	0%	Reduced
3841	JCM Julex Capital Management Wellesley, Massachusetts	$4.72K	-$5K	1	0%	Reduced
3842	NR Newfound Research Wellesley Hills, Massachusetts	$2K	+$178	3	0%	Increased
3843	RCG Ruggie Capital Group Tavares, Florida	$2K	-$823K	1	0%	Reduced
3844	Tortoise Capital Advisors Overland Park, Kansas	$2K	-$16K	2	0%	Reduced
3845	ALIA Accel London III Associates Palo Alto, California	$0	-$98.2M	0	–	Closed
3846	AEPI AH Equity Partners III Menlo Park, California	$0	-$92M	0	–	Closed
3847	AEPIP AH Equity Partners III (Parallel) Menlo Park, California	$0	-$319M	0	–	Closed
3848	AEPI AH Equity Partners IV Menlo Park, California	$0	-$194M	0	–	Closed
3849	APFBOT Amica Pension Fund Board of Trustees Providence, Rhode Island	$0	-$44.7M	0	–	Closed
3850	AFM Anson Funds Management Dallas, Texas	$0	-$599K	0	–	Closed