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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	IFA Interactive Financial Advisors New Lenox, Illinois	$67K	-$34.7K	1	0.03%	Reduced
3827	Ruane, Cunniff & Goldfarb New York	$57K	-$64.4M	1	0%	Reduced
3828	DPA Delphi Private Advisors San Diego, California	$37K	+$18.1K	3	0.19%	Increased
3829	RG Redmile Group San Francisco, California	$33K	$0	1	0%	Maintained
3830	TCM Tanaka Capital Management New York	$31K	-$2.02K	1	0.1%	Reduced
3831	AWA Artemis Wealth Advisors New York	$29.6K	$0	1	0.02%	Maintained
3832	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$29K	-$14K	2	0.02%	Reduced
3833	RWM Raffa Wealth Management Washington, District of Columbia	$18.9K	-$1.27M	5	0%	Reduced
3834	PSC Piper Sandler & Co Minneapolis, Minnesota	$6K	+$5.96K	1	0.01%	New
3835	First Command Advisory Services Fort Worth, Texas	$2K	+$1.52K	1	0%	New
3836	JCM Julex Capital Management Wellesley, Massachusetts	$2K	-$1.65K	2	0%	Reduced
3837	NR Newfound Research Wellesley Hills, Massachusetts	$2K	+$263	3	0%	Increased
3838	Tortoise Capital Advisors Overland Park, Kansas	$1K	-$1K	1	0%	Reduced
3839	Advent Capital Management New York	$0	-$743K	0	–	Closed
3840	APCM Alaska Permanent Capital Management Anchorage, Alaska	$0	-$291K	0	–	Closed
3841	AFS Amtrust Financial Services New York	$0	-$1.86M	0	–	Closed
3842	BO Bach Option Wanchai, Hong Kong	$0	-$269K	0	–	Closed
3843	BCPEM Bain Capital Public Equity Management Boston, Massachusetts	$0	-$241M	0	–	Closed
3844	BSAM Blue Sky Asset Management Greenwood Village, Colorado	$0	-$393K	0	–	Closed
3845	BRF B. Riley Financial Los Angeles, California	$0	-$593K	0	–	Closed
3846	Caledonia Investments (Australia) Sydney NSW, Australia	$0	-$39.2M	0	–	Closed
3847	CWSR Chessman Wealth Strategies RIA Dallas, Texas	$0	-$215K	0	–	Closed
3848	CIM Chiron Investment Management New York	$0	-$31.4M	0	–	Closed
3849	CPA Columbia Pacific Advisors Seattle, Washington	$0	-$5.11M	0	–	Closed
3850	CCI Credit Capital Investments Livingston, New Jersey	$0	-$2.5M	0	–	Closed