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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	MG MilWealth Group Milwaukee, Wisconsin	$80.9K	-$9.45K	3	0.03%	Reduced
5502	SC Saban Cheryl	$70K	$0	1	19.94%	Maintained
5503	DCM Disciplina Capital Management Nashville, Tennessee	$57.2K	-$26.1K	2	0.01%	Reduced
5504	BWS BCR Wealth Strategies Vestavia, Alabama	$57K	+$23.5K	2	0.06%	Increased
5505	TLP Tri Locum Partners New York	$53K	+$61.6K	1	0.02%	New
5506	WFA Wells Financial Advisors Framingham, Massachusetts	$44K	$0	1	0.04%	Maintained
5507	CFG CNO Financial Group Carmel, Indiana	$40K	$0	1	0.06%	Maintained
5508	TCM Tanaka Capital Management New York	$33K	$0	1	0.11%	Maintained
5509	LPC Lion Point Capital New York	$25K	-$650K	1	0%	Reduced
5510	HGWM Harvest Group Wealth Management Waltham, Massachusetts	$13K	+$5.11K	8	0.01%	Increased
5511	UOTTAIMCU University of Texas/Texas AM Investment Management Co (UTIMCO) Austin, Texas	$11K	-$11.1K	1	0%	Reduced
5512	NWM Navigation Wealth Management Fort Collins, Colorado	$10K	$0	2	1.11%	Maintained
5513	TCA Teewinot Capital Advisers New York	$10K	$0	1	0%	Maintained
5514	EW Emerson Wealth Bloomfield Hills, Michigan	$5K	+$4.88K	1	0%	New
5515	ONST Old North State Trust Greensboro, North Carolina	$4.59K	+$135	3	4.2%	Increased
5516	CI Cordant Inc Portland, Oregon	$4K	-$441K	1	0%	Reduced
5517	AFP Advus Financial Partners Winter Park, Florida	$0	-$325K	0	–	Closed
5518	AVM Altos Ventures Management Burlingame, California	$0	-$8.24M	0	–	Closed
5519	AC Amitell Capital Singapore	$0	-$7.65M	0	–	Closed
5520	ACI AMP Capital Investors Sydney, Australia	$0	-$2.44M	0	–	Closed
5521	AM Ampfield Management New York	$0	-$1.23M	0	–	Closed
5522	AWA Aquire Wealth Advisors South Jordan, Utah	$0	-$1.23M	0	–	Closed
5523	AG Aravt Global New York	$0	-$1.05M	0	–	Closed
5524	BHTS Bar Harbor Trust Services Ellsworth, Maine	$0	-$21.4M	0	–	Closed
5525	BSG Black Swift Group Boulder, Colorado	$0	-$4.14M	0	–	Closed