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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
4851	LC Littlejohn & Co Greenwich, Connecticut	$194K	+$196K	1	0.06%	New
4852	CPFP Clear Perspectives Financial Planning Cincinnati, Ohio	$182K	$0	2	0.09%	Maintained
4853	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$179K	+$14.9K	17	0.07%	Increased
4854	MG MilWealth Group Milwaukee, Wisconsin	$167K	$0	3	0.07%	Maintained
4855	CCM Cutler Capital Management Worcester, Massachusetts	$163K	+$153K	1	0.06%	New
4856	IHWM Iron Horse Wealth Management Johston, Iowa	$162K	$0	7	0.11%	Maintained
4857	Peconic Partners New York	$159K	-$122K	1	0.02%	Reduced
4858	DCM Disciplina Capital Management Nashville, Tennessee	$157K	+$24.1K	4	0.04%	Increased
4859	HS HighVista Strategies Boston, Massachusetts	$155K	+$110K	2	0.11%	Increased
4860	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$150K	-$307K	1	0.01%	Reduced
4861	MTCM Mint Tower Capital Management Amsterdam, Netherlands	$137K	+$114K	2	0.01%	Increased
4862	JSAM J. Safra Asset Management New York	$121K	$0	1	0.06%	Maintained
4863	ICM Invenomic Capital Management Boston, Massachusetts	$120K	-$2.45M	1	0.03%	Reduced
4864	ACM Altium Capital Management New York	$117K	+$102K	1	0.03%	New
4865	GCM Gladius Capital Management Chicago, Illinois	$115K	-$5.14M	1	0.01%	Reduced
4866	SPIA Strategic Point Investment Advisors Providence, Rhode Island	$109K	+$103K	1	0.03%	New
4867	ARIS Advanced Research Investment Solutions Los Angeles, California	$103K	$0	2	0.09%	Maintained
4868	AWA Artemis Wealth Advisors New York	$83.8K	-$2.23M	2	0.01%	Reduced
4869	SC Saban Cheryl	$82K	-$117K	3	13.95%	Reduced
4870	MWC MKD Wealth Coaches Troy, Michigan	$81K	$0	1	0.13%	Maintained
4871	WCMNY Westchester Capital Management (New York) Valhalla, New York	$70K	+$59K	2	0%	Increased
4872	SNN Shen Neil Nanpeng	$69K	+$66.1K	1	0.96%	New
4873	CMF Counterpoint Mutual Funds San Diego, California	$65K	+$62.1K	5	0.06%	New
4874	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$59K	+$1.39K	6	0.01%	Increased
4875	NWM Navigation Wealth Management Fort Collins, Colorado	$54K	+$9.21K	3	0.05%	Increased