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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	CIM Cambria Investment Management Manhattan Beach, California	$215K	$0	1	0.04%	Maintained
4877	HA Harborview Advisors Portland, Maine	$215K	$0	1	0.12%	Maintained
4878	HCC Hill City Capital Boston, Massachusetts	$213K	+$224K	1	0.05%	New
4879	JC JCSD Capital Walnut Creek, California	$213K	-$3M	1	0.2%	Reduced
4880	OWP Old Well Partners Charlotte, North Carolina	$213K	+$224K	1	0.11%	New
4881	FRM Foundation Resource Management Little Rock, Arkansas	$212K	$0	1	0.05%	Maintained
4882	SPP Single Point Partners Boston, Massachusetts	$212K	-$2.06M	1	0.46%	Reduced
4883	SFS Solitude Financial Services Charlottesville, Virginia	$211K	+$217K	1	0.15%	New
4884	IHWM Iron Horse Wealth Management Johston, Iowa	$207K	+$42K	7	0.13%	Increased
4885	MECA Miller Equity Capital Advisors Irving, Texas	$207K	+$214K	1	0.2%	New
4886	CM Cohanzick Management Pleasantville, New York	$204K	$0	1	0.05%	Maintained
4887	BEP Brookside Equity Partners Stamford, Connecticut	$201K	$0	1	0.08%	Maintained
4888	MG MilWealth Group Milwaukee, Wisconsin	$195K	+$25.8K	8	0.08%	Increased
4889	LC Littlejohn & Co Greenwich, Connecticut	$194K	$0	1	0.06%	Maintained
4890	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$194K	+$10.8K	19	0.09%	Increased
4891	CTC (Chicago Trading Company) Chicago, Illinois	$194K	+$189K	3	0.1%	Increased
4892	CPFP Clear Perspectives Financial Planning Cincinnati, Ohio	$189K	$0	2	0.09%	Maintained
4893	FBCM Fort Baker Capital Management Larkspur, California	$179K	+$202K	1	0.05%	New
4894	Millburn Ridgefield Corp New York	$177K	-$37.6K	1	0.01%	Reduced
4895	JSAM J. Safra Asset Management New York	$174K	$0	1	0.04%	Maintained
4896	CCM Cutler Capital Management Worcester, Massachusetts	$169K	$0	1	0.06%	Maintained
4897	DCM Disciplina Capital Management Nashville, Tennessee	$166K	+$6.38K	4	0.04%	Increased
4898	SC Saban Cheryl	$154K	+$102K	3	25.58%	Increased
4899	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$145K	$0	1	0%	Maintained
4900	First Command Advisory Services Fort Worth, Texas	$129K	+$163K	9	0%	New