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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
5476	GCM Gator Capital Management Tampa, Florida	$201K	$0	1	0.17%	Maintained
5477	BHWM Bay Harbor Wealth Management Hunt Valley, Maryland	$198K	-$950	5	0.09%	Reduced
5478	LC Littlejohn & Co Greenwich, Connecticut	$196K	$0	1	0.07%	Maintained
5479	JCG John C. Goff	$189K	$0	1	0.23%	Maintained
5480	T2I Turim 21 Investimentos Rio De Janeiro, Brazil	$189K	$0	3	0.16%	Maintained
5481	LC Longitude (Cayman) Grand Cayman, Cayman Islands	$183K	$0	1	0.27%	Maintained
5482	APW Axim Planning & Wealth Springboro, Ohio	$178K	+$189K	4	0.14%	New
5483	BSWA Bromfield Sneider Wealth Advisors Westwood, Massachusetts	$176K	-$178K	4	0.21%	Reduced
5484	CPFP Clear Perspectives Financial Planning Cincinnati, Ohio	$172K	-$1.35K	2	0.07%	Reduced
5485	LM Lockheed Martin Bethesda, Maryland	$166K	$0	1	0.17%	Maintained
5486	JCP Jennifer C. Price	$165K	+$177K	1	0.03%	New
5487	ARIS Advanced Research Investment Solutions Los Angeles, California	$153K	-$105K	5	0.09%	Reduced
5488	4FG 4Thought Financial Group Syosset, New York	$150K	$0	1	0.14%	Maintained
5489	FA Financial Advantage Columbia, Maryland	$147K	-$106K	1	0.14%	Reduced
5490	AACA American Assets Capital Advisers San Diego, California	$145K	-$494K	1	0.02%	Reduced
5491	CTC (Chicago Trading Company) Chicago, Illinois	$140K	-$341K	6	0.09%	Reduced
5492	CCM Cutler Capital Management Worcester, Massachusetts	$129K	+$271	1	0.05%	Increased
5493	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$119K	-$24.6K	16	0.05%	Reduced
5494	Capricorn Investment Group Palo Alto, California	$111K	$0	2	0.02%	Maintained
5495	WA Win Advisors Palm Beach Gardens, Florida	$93K	+$39.9K	4	0.18%	Increased
5496	AWMS Advocacy Wealth Management Services Atlanta, Georgia	$90K	+$10.9K	4	0.01%	Increased
5497	PLU Performa Ltd (US) Charleston, South Carolina	$90K	+$83K	8	0.07%	Increased
5498	DTIM Danda Trouve Investment Management Prairie Village, Kansas	$88K	-$19.3K	2	0.14%	Reduced
5499	NC Nightview Capital Austin, Texas	$85K	+$83K	1	0.02%	New
5500	DC Darrow Company Needham, Massachusetts	$82K	+$86.6K	1	0.08%	New