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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	MAU MRA Associates USA Phoenix, Arizona	$73.3K	-$350K	1	0.29%	Reduced
3827	IFA Interactive Financial Advisors New Lenox, Illinois	$70K	$0	1	0.03%	Maintained
3828	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$66K	-$7.01K	6	0.02%	Reduced
3829	CIR Clear Investment Research Alpharetta, Georgia	$52K	-$28.3K	17	0.11%	Reduced
3830	Ruane, Cunniff & Goldfarb New York	$44K	-$3.21K	1	0%	Reduced
3831	TCA Teewinot Capital Advisers New York	$41K	$0	1	0.01%	Maintained
3832	TCM Tanaka Capital Management New York	$32K	$0	1	0.1%	Maintained
3833	AWA Artemis Wealth Advisors New York	$30.7K	$0	1	0.01%	Maintained
3834	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$30K	+$2.27K	1	0.02%	Increased
3835	RG Redmile Group San Francisco, California	$14K	$0	1	0%	Maintained
3836	JCM Julex Capital Management Wellesley, Massachusetts	$10K	+$8.8K	3	0.02%	Increased
3837	AIM Astor Investment Management Chicago, Illinois	$6K	+$6.13K	1	0%	New
3838	NR Newfound Research Wellesley Hills, Massachusetts	$3K	+$405	3	0%	Increased
3839	Tortoise Capital Advisors Overland Park, Kansas	$2K	$0	1	0%	Maintained
3840	AXA Accel X Associates Palo Alto, California	$0	-$130M	0	–	Closed
3841	ACM Ailanthus Capital Management New York	$0	-$14.5M	0	–	Closed
3842	AWA Alaska Wealth Advisors Anchorage, Alaska	$0	-$606K	0	–	Closed
3843	AC Antara Capital New York	$0	-$1M	0	–	Closed
3844	ACA Apis Capital Advisors New York	$0	-$1.32M	0	–	Closed
3845	A Apoletto Road Town, Tortola, British Virgin Islands	$0	-$519K	0	–	Closed
3846	ARGA Investment Management Stamford, Connecticut	$0	-$278K	0	–	Closed
3847	Aristeia Capital Greenwich, Connecticut	$0	-$19.8M	0	–	Closed
3848	ACPU Arrowgrass Capital Partners (US) Dover, Delaware	$0	-$144M	0	–	Closed
3849	AIM Assured Investment Management New York	$0	-$7.34M	0	–	Closed
3850	BOE Bank of Edwardsville Edwardsville, Illinois	$0	-$1.82M	0	–	Closed