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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
5501	SA Sunesis Advisors Overland Park, Kansas	$209K	+$201K	1	0.15%	New
5502	SC Schoolcraft Capital Boulder, Colorado	$209K	+$201K	1	0.06%	New
5503	CM Cohanzick Management Pleasantville, New York	$209K	+$4.44K	1	0.04%	Increased
5504	HAFS Hapanowicz & Associates Financial Services Pittsburgh, Pennsylvania	$208K	+$199K	1	0.09%	New
5505	WH Whitcomb & Hess Ashland, Ohio	$208K	+$223K	1	0.08%	New
5506	4FG 4Thought Financial Group Syosset, New York	$207K	$0	1	0.17%	Maintained
5507	SAS SMI Advisory Services Columbus, Indiana	$207K	+$200K	1	0.08%	New
5508	AC Applied Capital Little Rock, Arkansas	$205K	+$185K	1	0.16%	New
5509	ACM Ardent Capital Management Cincinnati, Ohio	$205K	+$198K	1	0.14%	New
5510	DRW Securities Chicago, Illinois	$205K	-$6.06M	1	0.01%	Reduced
5511	FRM Foundation Resource Management Little Rock, Arkansas	$204K	-$8.78K	1	0.04%	Reduced
5512	GCM Gator Capital Management Tampa, Florida	$204K	+$232K	1	0.15%	New
5513	G Gainplan Bloomfield Hills, Michigan	$202K	-$1.22M	1	0.09%	Reduced
5514	GIM Greenwich Investment Management Norwalk, Connecticut	$202K	+$189K	1	0.14%	New
5515	VM Venator Management Pittsburgh, Pennsylvania	$201K	-$4.77M	1	0.06%	Reduced
5516	BEP Brookside Equity Partners Stamford, Connecticut	$197K	$0	1	0.11%	Maintained
5517	TJHA Thomas J. Herzfeld Advisors Miami Beach, Florida	$197K	-$16.7K	18	0.07%	Reduced
5518	LC Littlejohn & Co Greenwich, Connecticut	$195K	$0	1	0.05%	Maintained
5519	EFMH E Fund Management (HK) Central, Hong Kong	$194K	+$265K	1	0.11%	New
5520	KIG Kessler Investment Group Columbus, Indiana	$191K	-$564K	5	0.11%	Reduced
5521	SM Skaana Management Brooklyn, New York	$187K	+$230K	1	0.03%	New
5522	HVM Harvest Volatility Management Norwalk, Connecticut	$179K	-$134M	19	0.02%	Reduced
5523	Millburn Ridgefield Corp New York	$178K	-$31.5K	1	0.01%	Reduced
5524	JSAM J. Safra Asset Management New York	$174K	$0	1	0.02%	Maintained
5525	USGIU U.S. Global Investors (USGI) San Antonio, Texas	$172K	$0	1	0.01%	Maintained