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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
4276	AFS Aft Forsyth & Sober Valrico, Florida	$69K	-$223K	2	0.54%	Reduced
4277	MWC MKD Wealth Coaches Troy, Michigan	$63K	-$214K	1	0.09%	Reduced
4278	MG MilWealth Group Milwaukee, Wisconsin	$61.9K	-$20.4K	1	0.03%	Reduced
4279	F F3Logic Burnsville, Minnesota	$57.3K	+$554K	11	1.44%	Increased
4280	BL Bleichroeder LP New York	$56K	$0	1	0.01%	Maintained
4281	YAL Your Advocates Ltd Houston, Texas	$53K	-$72K	2	0.04%	Reduced
4282	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$48K	-$5.38K	2	0.01%	Reduced
4283	First Command Advisory Services Fort Worth, Texas	$47K	+$43K	5	0%	New
4284	PFG Pacific Financial Group Bellevue, Washington	$47K	+$42.2K	4	0.04%	New
4285	TCM Tanaka Capital Management New York	$42K	-$4.47K	1	0.13%	Reduced
4286	LGWM Litman Gregory Wealth Management Larkspur, California	$31K	+$15.3K	3	0.01%	Increased
4287	LIM Longfellow Investment Management Boston, Massachusetts	$20K	$0	1	0.01%	Maintained
4288	TAM TFG Asset Management Grand Cayman, Cayman Islands	$20K	+$19K	1	0%	New
4289	EP Elkhorn Partners Omaha, Nebraska	$12K	+$12.4K	1	0.01%	New
4290	RG Redmile Group San Francisco, California	$12K	$0	1	0%	Maintained
4291	TFA Transamerica Financial Advisors St. Petersburg, Florida	$12K	-$9.26M	6	0.22%	Reduced
4292	TCA Teewinot Capital Advisers New York	$9K	$0	1	0%	Maintained
4293	CI Cordant Inc Portland, Oregon	$4K	$0	1	0%	Maintained
4294	AIA Arcadia Investment Advisors Eagle, Idaho	$290	$0	1	0%	Maintained
4295	ACM Altai Capital Management West Hollywood, California	$0	-$660K	0	–	Closed
4296	ARGA Investment Management Stamford, Connecticut	$0	-$845K	0	–	Closed
4297	ACM Ariose Capital Management Central, Hong Kong, Hong Kong	$0	-$25.7M	0	–	Closed
4298	AGA Arkos Global Advisors Houston, Texas	$0	-$490K	0	–	Closed
4299	ACMV August Capital Management V San Francisco, California	$0	-$363M	0	–	Closed
4300	BMM Berkshire Money Management Dalton, Massachusetts	$0	-$704K	0	–	Closed