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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
4876	CI Cordant Inc Portland, Oregon	$52K	-$46.3K	2	0.03%	Reduced
4877	TWP TFO Wealth Partners Maumee, Ohio	$51K	-$972K	5	0.01%	Reduced
4878	DTIM Danda Trouve Investment Management Prairie Village, Kansas	$49K	+$15.8K	2	0.06%	Increased
4879	TCM Tanaka Capital Management New York	$46K	$0	1	0.06%	Maintained
4880	WFA Wells Financial Advisors Framingham, Massachusetts	$46K	$0	1	0.04%	Maintained
4881	PLU Performa Ltd (US) Charleston, South Carolina	$37K	-$3.28K	7	0.03%	Reduced
4882	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$23K	+$16.3K	2	0.01%	Increased
4883	TCA Teewinot Capital Advisers New York	$22K	-$328K	1	0.01%	Reduced
4884	AIA Arcadia Investment Advisors Eagle, Idaho	$17.5K	+$15.6K	14	0.01%	Increased
4885	TFA Transamerica Financial Advisors St. Petersburg, Florida	$17K	+$2.91K	13	0.42%	Increased
4886	CTC (Chicago Trading Company) Chicago, Illinois	$7.2K	-$252K	1	0%	Reduced
4887	HFS Horizon Financial Services Winston Salem, North Carolina	$7K	$0	2	0.01%	Maintained
4888	PL Portland Ltd Grand Cayman, Cayman Islands	$5.96K	+$6.57K	1	5.44%	New
4889	LPC Lion Point Capital New York	$5K	$0	1	0%	Maintained
4890	5NCM 59 North Capital Management Houston, Texas	$0	-$4.73M	0	–	Closed
4891	ACM Academy Capital Management Waco, Texas	$0	-$10.3M	0	–	Closed
4892	AGDR AdamCapital Gestao de Recursos Rio De Janeiro, Brazil	$0	-$106M	0	–	Closed
4893	ACM AIGH Capital Management Baltimore, Maryland	$0	-$11.1M	0	–	Closed
4894	AIM Anatole Investment Management Central, Hong Kong	$0	-$4.22M	0	–	Closed
4895	ACG Anchorage Capital Group New York	$0	-$1.52M	0	–	Closed
4896	AAM Anglepoint Asset Management George Town, Cayman Islands	$0	-$269M	0	–	Closed
4897	AWAM Appian Way Asset Management New York	$0	-$1.55M	0	–	Closed
4898	AI ArchPoint Investors Coral Gables, Florida	$0	-$3.22M	0	–	Closed
4899	ARTA A.R.T. Advisors New York	$0	-$278K	0	–	Closed
4900	AC Athos Capital Hong Kong	$0	-$1.61M	0	–	Closed