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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
4201	GG Gleason Group Prospect, Kentucky	$102K	+$94.8K	1	0.06%	New
4202	BCMIO Beacon Capital Management Inc (Ohio) Dayton, Ohio	$97K	$0	1	0%	Maintained
4203	IFA Interactive Financial Advisors New Lenox, Illinois	$79K	$0	1	0.04%	Maintained
4204	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$65K	-$6.95K	5	0.02%	Reduced
4205	ES Equitec Specialists Chicago, Illinois	$60K	+$60.8K	2	0.02%	New
4206	NMC Nine Masts Capital Central, Hong Kong	$60K	-$899K	1	0.02%	Reduced
4207	LIM Longfellow Investment Management Boston, Massachusetts	$57K	-$78.3K	2	0.02%	Reduced
4208	TCA Teewinot Capital Advisers New York	$40K	$0	1	0.01%	Maintained
4209	Ruane, Cunniff & Goldfarb New York	$39K	$0	1	0%	Maintained
4210	AWA Artemis Wealth Advisors New York	$34.9K	$0	1	0.01%	Maintained
4211	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$33K	-$1.52K	1	0.01%	Reduced
4212	TCM Tanaka Capital Management New York	$33K	-$1.22K	1	0.1%	Reduced
4213	AGA Accuvest Global Advisors Provo, Utah	$27K	-$166K	2	0.06%	Reduced
4214	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$22K	+$21.2K	4	0.02%	New
4215	RG Redmile Group San Francisco, California	$14K	$0	1	0%	Maintained
4216	FWM FFT Wealth Management Philadelphia, Pennsylvania	$7K	+$6.76K	1	0%	New
4217	AIM Astor Investment Management Chicago, Illinois	$5K	$0	1	0%	Maintained
4218	TFA Transamerica Financial Advisors St. Petersburg, Florida	$4K	+$1.32K	4	0.06%	New
4219	SHWM Silicon Hills Wealth Management Austin, Texas	$1.64K	+$5.75K	10	1.26%	New
4220	NR Newfound Research Wellesley Hills, Massachusetts	$1K	-$909	3	0%	Reduced
4221	Tortoise Capital Advisors Overland Park, Kansas	$1K	$0	1	0%	Maintained
4222	AAM ACK Asset Management Greenwich, Connecticut	$0	-$8.75M	0	–	Closed
4223	AC Albar Capital London, United Kingdom	$0	-$9.98M	0	–	Closed
4224	AIA Arcadia Investment Advisors Eagle, Idaho	$0	-$135K	0	–	Closed
4225	APSP Asset Planning Services (Pennsylvania) Harleysville, Pennsylvania	$0	-$221K	0	–	Closed